Information Systems:Upload Vendor Price Lists

Vendors can send us spreadsheets of upcoming price changes. They are all in different formats, may or may not include UWD's item number, and can include the vendor's entire range of products; not just the ones we carry.

This means it was a lot of work for the buyers and buyer's assistants to link the items on the spreadsheets with our items, and enter the new prices.

We developed an flexible import, edit, and update process in WebSmart.

Upload Price List

Go to InfoNet / uniVIEW / Purchasing / Upload Vendor Price List.

Either the vendor item number, UPC, or uniPHARM's item number must be in the spreadsheet in order for the computer to match with our item master file. DIN or NPN are not enough as they are the same for different units of measure. But they can help the buyer manually link to our item number.

If there are spaces or dashes within the UPC number, the program will remove them.

If leading zeros have been dropped for any of the identifying numbers (which is what happens in a numberic field in a spreasheet), the program will put them back.

The vendor selling price to either *ANY, MAI, or CGY must be there. If they are both missing, the program will interpret the line as being headings or a comment, and will not include it.

The program may misinterpret headings or comments as items; you will have to omit them when you are reviewing the price list.

You do not have to reformat the price columns; the program will remove commas and dollar signs.

Save as a 'CSV (comma delimited)' file - NOT 'CSV (Macintosh)'.

CSV File - click on browse to locate the CSV file you have created, and select it

Planner - This is just used to help keep track which price lists you are to review and update.

Vendor - This is used when linking to our item master using the vendor item number - it must be accurate.

Description - This is to help you keep track of what each price list is.

Effective Date - This is the starting date used when the price file is updated. The ending date for the currently effective prices will be changed to the previous day.

If no SRP use CUSU - This will put uniPHARM's current SRP's into the vendor SRP column. You can then see what the GM % would be if they were left as it, and can change them. If, when the price file is updated, the new vendor SRP is the same as the current CUSU, no update will be done.

Indicate columns in CSV file - As every vendor can have their own layout, you will have to tell the program from where to get the data. The minimum columns you must indicate are; one of vendor item number, UPC, and uniPHARM item #; and at least one of the three price fields. DIN, NPN, and description are to help you make sure the links are correct, and to update our master file to make the link. The unit of measure is to help you decide when a conversion is required.

- Suggested retail price. This will be in the same unit of measure as the vendor selling price; it will be converted to the same unit of measure as our current CUSU.

Work with Uploaded Price Lists

Go to InfoNet / uniVIEW / Purchasing / Work with Vendor Price Lists.

Typically, you would change the 'include' filter to only show open price lists, the the 'buyer' filter to only show yours.

Be very careful not to click on 'Update' until you have reviewed and corrected the details!