How to upload a catalogue and price file

Step 1 Select the ‘Supplier Management’ Icon.

Step 2 Select ‘Customer Catalogue’ from the drop down.

Step 3 Select ‘Upload Type’ from the drop down.

• Catalogue Only – Item list excluding pricing
• Catalogue & Price File – The full catalogue which includes Prices

Step 4 Select ‘Full/Partial’ from the ‘Load Type’ drop down.

Step 5 Select ‘Vendor Name’ from the drop down.

Step 6 Select ‘Price File Name’

Step7 Populate the start/end dates or No Expiry Date relevant to the Price File upload.

Step 8 Select the ‘Drop Files here/click to upload’ box, to load the relevant Price File. View the uploaded Price File at the bottom of the screen.

NOTES ON CATALOGUE & PRICE FILE UPLOADS:

• Catalogue Only – Template Used only for completion. Complete all columns ensure to insert all mandatory fields.
• Catalogue & Price File – The full catalogue with Prices and Units completed.
• Full or Partial Load Type (Full=entire catalogue / Partial=Parts of the catalogue).
• No Expiry is a default as this makes the catalogue valid for a long period of time unless overridden with validation dates relevant to the catalogue or a new full catalogue is loaded.