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Customer experience | Sales, Customer Insights,...
Suggested answer

Exporting price list items from multiple lists to update manually in Excel

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Posted on by 65

Hi All

I need to do a price adjustment to products in multiple price lists that is not consistent as a dollar value or percentage across all products.  I believe there is a way to adjust all products by a fixed percentage or value, but that isn't the solution I need.

I have struggled to find a way to export out the necessary data from price lists to be able to edit it in Excel and then reimport.

Is there an easy way?

Cheers

Andrew

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Exporting price list items from multiple lists to update manually in Excel

    Hi,

    You can find Price List Item in Table:

    pastedimage1629961942658v1.png

    Then click Data:

    pastedimage1629962026763v2.png

    Click here to export data:

    pastedimage1629962106160v3.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

  • A Doecke Profile Picture
    65 on at
    RE: Exporting price list items from multiple lists to update manually in Excel

    Thanks Frank

    That gives me a clear process, although it seems like i can only do one price list at a time that way?  We have about 30 price lists I need to update.

    Is there a way to get more data into the export (for instance product code, price list name columns etc) so that it is easier to identify which data you are working with in Excel?

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Exporting price list items from multiple lists to update manually in Excel

    Hi,

    You can first click Export Price List Items:

    pastedimage1629942282504v1.png

    Select Static Worksheet to export data:

    pastedimage1629942377157v2.png

    The exported data looks like this:

    pastedimage1629942451613v3.png

    Change the data you want, here is Percentage.

    Click Settings, select Data Management:

    pastedimage1629942577816v4.png

    Select imports:

    pastedimage1629942638552v5.png

    Click import data:

    pastedimage1629942692400v6.png

    Select the Excel you want to import, click Next, until it is finished

    pastedimage1629942772512v7.png

    You can observe the successful import

    pastedimage1629943624040v8.png

    The percentage data has been successfully changed:

    pastedimage1629943676698v9.png

    If you only want to change some of the specified data, you only need to check the check box in front of the data.

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Frank Gong

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