How can I add a pricelist item to products?

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Posted on by MaritB10

We have new prices for our products. In our CRM we have the old prices linked to the product. What we want: a new pricelist with new pricelistitems with the new prices. So, that we have one product with multiple pricelists.

How can I do that (in bulk)?

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Moximox 2 on at

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There are many ways but one of them is to create new priceslist, export all existing list items, edit export pricelist item lookup and prices. Import new list of items to new pricelist.

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MaritB10 on at

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Thank you for your help. We exported the price list items with the old prices and changed the prices in Excel. In the Exel list we've got three columns: Product (name), Entity and Amount. We only changed amounts.

The new pricelist in CRM is empty and we don't have the option to import the Excel.

Hope you can help me with this issue.

Probably my question wasn't clear; we have existing products in CRM. Every product is linked to one pricelistitem, for example: Blue10 - SME: 50 doc/mo = € 37,50. All pricelistitems were active untill 31-1-2022. Since 1-2-2022 we have indexed our prices, so the same article is now € 38,78.

The products aren't changed, so we don't want to copy our products. We only need to update the prices for 2022, so we need for every product a new pricelistitem. Next year we will index our prices again. By keeping the products unique and only change the pricelistitems, we can see the price changes over time and report (powerbi) on closed deals over time with the prices per period. Over time we will have a pricelistitem per year on every single product. Hopefully my question is more clear with this explanation...

Thanks again!

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Moximox 2 on at

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You can export or import any table in CRM from data management. When you import you need to not use the same exported file because that holds guids in columns a-d referencing the existing records. Create a blank template. You can choose columns in this process. You do a data import to pricelist items table with the required columns and bingo you have added all your products and prices as new pricelist items to a new pricelist.

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MaritB10 on at

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Thank you for your help. We exported the price list items with the old prices and changed the prices in Excel. In the Exel list we've got three columns: Product (name), Entity and Amount. We only changed amounts.

The new pricelist in CRM is empty and we don't have the option to import the Excel.

Hope you can help me with this issue.

Probably my question wasn't clear; we have existing products in CRM. Every product is linked to one pricelistitem, for example: Blue10 - SME: 50 doc/mo = € 37,50. All pricelistitems were active untill 31-1-2022. Since 1-2-2022 we have indexed our prices, so the same article is now € 38,78.

The products aren't changed, so we don't want to copy our products. We only need to update the prices for 2022, so we need for every product a new pricelistitem. Next year we will index our prices again. By keeping the products unique and only change the pricelistitems, we can see the price changes over time and report (powerbi) on closed deals over time with the prices per period. Over time we will have a pricelistitem per year on every single product. Hopefully my question is more clear with this explanation...

Thanks again!

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Moximox 2 on at

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Hi

PLEASE MARK AS VERIFIED IF HELPFUL!

MOX

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Nya 29,060 on at

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Hi,

Please follow the next steps to achieve that.

1. Create an CSV file with columns as the below screenshot:

2. Navigate to Advanced Settings > Settings > Data Management > Imports > Import Data. Import the .csv file.

3. Upload it.

4. Select the appropriate Map Record Types.

5. Map the fields.

6. Delete the old Price List Items, otherwise an error will be reported.

Here is the test result.

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MaritB10 on at

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Thank you for your help!

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MaritB10 on at

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Thank you so much!

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