Upload Item Prices

An item can be priced differently in multiple currencies. To simplify the process of setting multiple prices, you can use the upload module to simultaneously update prices for multiple items and incorporate multi-currency pricing, which involves setting different prices for an item in various currencies.

Uploading the Item Prices

The item prices can be uploaded using the steps mentioned below:

• Download the latest CSV template from the Upload Item Prices module.

• Copy the price information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template

• Go to “Upload Item Prices” using the Search Menu.

• Click on “Download Template” to download the template for uploading.

  

Copy the information into the template

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

Below are some points to be noted when entering the data into the template.

• The file must be a CSV (comma-separated values) file. The name of your file must end with csv.

• Make sure you don’t change any of the column headings from the first row in the template; these are needed for the file to import correctly.

• All date fields will accept a format of MM/DD/YYYY or MM-DD-YYYY.

• Be mindful of any leading zeros in your data, some spreadsheet software will trim them automatically without notifying you. This can be resolved by ensuring your columns have correct formatting.

• Sometimes long numbers (UPC, etc.) are formatted as scientific notation. Be sure to change the formatting on this data to display these long numbers correctly.

If you’re importing more than 5,000 records, we recommend you split up the file.

Upload Item Prices File Fields

Column Name	Data Type	Description
**ItemNumber	Text	Enter the item’s (SKU) number in this field. This is unique to the item, and can not be shared with another item.
**CurrencyCode	Text	Enter the currency code used for defining the item price.
StandardUnitCost	Numeric	The standard cost at which the item is purchased from vendors. This price is retrieved by default when an item is added to a purchase order.
StandardUnitPrice	Numeric	The standard price at which to sell this item. This price is retrieved by default when an item is added to an estimate or sales order.
CustomPrices	Numeric	Custom Price fields allow you to add multiple pricing options for the item and can be customized as any price in the system (Distributor, Wholesale, Retail, etc.) for the home currency. If necessary, enter a price for it here.
ReCalculateCustomPrices	Text	Enter 'Y' to recalculate the custom prices according to the formula. If you prefer to keep the current custom prices entered in the template and not recalculate, enter 'N' here.
ImportError	Numeric	If there any errors from an upload, they will be listed in this column.

Upload the template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

• The Default values for required columns can be configured before the upload.

  
• Click Browse to select the saved CSV template file.

  
• After the file has been selected, click on Upload to start importing.

  
• While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

• After the import has been completed, the result will be displayed with the message for success or error (if any).

  
• Item prices will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the original file and upload it back into Xoro.

  

Please note that, based on the app configuration “Enable Item Currency Price Value Comparison on Update,” the system either updates all records or processes only those with actual price changes.

How do I upload a Sales Order with custom pricing and override the pricing configured in XoroERP?

You can upload a Sales Order with custom pricing by using the Upload Sales Order feature and specifying the desired Unit Price for each order line in the upload file.

Steps

1. Navigate to Upload Sales Order.

2. Populate the Sales Order file with the required order details.

3. Enter the desired value in the Unit Price field for each line item.

4. Ensure that the Apply Pricing Rules option is unchecked.

5. Upload the file.

Important

The Apply Pricing Rules option determines whether XoroERP applies pricing rules during the upload process.

• Checked: The system applies pricing rules and overrides the prices provided in the upload file.

• Unchecked: The system retains the prices specified in the upload file.

If you want the uploaded pricing to take precedence over configured pricing rules, leave Apply Pricing Rules unchecked.

Relevant Upload Fields

Field	Description
Unit Price	Custom selling price for the item
Qty	Quantity ordered
Discount	Discount amount or percentage
Discount Type Name	Type of discount applied
Total Price	Total line amount
ReCalc Pricing	Set to 'Y' to recalculate item pricing during upload

Updating an Existing Sales Order

When updating an existing Sales Order, you may use the following options as required:

• Void And Create – Voids the existing order and creates a new one.

• Keep Original Order Number – Retains the original Sales Order number during the update process.