Upload Pricing Rule

A pricing rule is employed to modify the prices of an item in an order based on certain conditions. These conditions determine how prices are retrieved in select sales and purchase modules, namely Sales Order, Invoice, and Sales Receipt. So, when the condition of a pricing rule is met, the corresponding price is applied to the item(s) in the order. Therefore, when the conditions outlined by a pricing rule are met, the corresponding price is automatically applied to the item(s) in the order.

You can bulk import the pricing rule by following the steps mentioned below:

• Download the latest CSV template from the “Batch Upload Pricing Rule” module.

• Copy Pricing Rules information into the CSV template.

• Upload the CSV template into Xoro.

Downloading the CSV template

• Go to Upload Pricing Rule module using the search menu.

• Click on the “Download Template“.

Copying 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 row 1 in the template as these are needed for the file to import correctly.

• Use Pipe separator(|) for entering multiple values for the following fields: Recipients, Items, Addresses, Tags.

• All date fields will accept the MM-DD-YYYY format.

• 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 Pricing Rule Template Fields

Column Name	Data Type	Description
**Rule Name	Text	Enter a name for the pricing rule. This acts as a unique identifier for the rule.
Rule Type	Text	Select the type for the pricing rule. There are 2 options here: “Price Level” and “Restriction”. Price Level: Use a Pricing Level if you want to override the default Standard Unit Price that is fetched in Sales modules. For instance, if you want a particular customer to have a set discount on a brand of items, use a Pricing Level. With an active Pricing Level, you will notice the default Standard Unit Price is overridden with the criteria that you have set. Pricing Restriction: Use a Pricing Restriction if you want to restrict how low Sales Reps in the system can sell items to customers. For instance, if you don’t want any item to be sold below cost you can set up a Pricing Restriction for this. Restrictions can then be manually overridden and approved by management.
RecipientTypeName	Text	Enter the recipient for this rule: Customer, Customer Group, or Any. “Customer” will only apply the rule to a specific customer, “Customer Group” will only apply the rule to a group of customers, and “Any” will apply the rule to all customers.
Recipients	Text	If “Any” is not selected for “Recipient Type”, then enter a “Customer” or “Customer Group” that this rule will apply to.
ItemTypeName	Text	Enter the item type this rule will apply to: Item, Item Group, or Any. “Item” will only apply to a specific item, “Item Group” will only apply to a group of items, “Item Brand” will apply to all items within a brand, and “Any” will apply to all items.
Items	Text	If “Any” is not selected for “Item Type”, then enter an “Item”, “Item Group”, or “Item Brand”, to which this rule will apply. This SKU name or item group must match exactly with the Item Number in Xoro.
TagsTypeName	Text	Enter the tag type this rule will apply to: Customer, Item, Task, Product, or Any. "Customer" will allow you to apply the rule based on customer tag(s), "Item" will allow you to apply the rule based on item tag(s), "Product" will allow you to apply the rule based on product tag(s), "Task" will allow you to apply the rule based on task tag(s), and "Any" applies to all tags.
Tags	Text	If "Any" is not selected for "Tag Type", then enter the "Customer Tags", Item Tags", "Product Tags", or "Task Tags".
AddressTypeName	Text	Enter the address type this rule will apply to: Ship To Name, Ship To Zip Code, or Any. "Ship To Name" will apply the rule based on the shipping address name, "Ship To Zip Code" will apply the rule based on the zip code, and "Any" will apply to all addresses.
Addresses	Text	If "Any" is not selected for the "Address Type", then enter a "Ship Address Name" or "Address Zip Code" that this rule will apply to.
PriceCurrencyCode	Numric	Enter the currency code for the pricing rule.
PriceAdjType	Text	Enter the pricing equation to apply for this rule. Choose from the following options: Markup: Select this option to increase the item price. The new price will be equal to [Cost Type + [Value % * Cost Type]]. For example, if you set a 10% markup on a $50 item, the adjusted price would be $55. Markdown: Select this option to decrease the item price. The new price will be equal to [Cost Type – [Value % * Cost Type]]. For instance, a 10% markdown on a $50 item would result in an adjusted price of $45. Margin: Select this option to ensure a specified profit margin is maintained. The system calculates the adjusted price to achieve the desired profit margin based on the cost. [New Price – Cost Type] has to be equal to [Value % * Input Price]. For instance, you set a 20% margin on an item with a $40 cost, the adjusted price would be calculated to achieve a 20% profit margin. Percentage: This option allows you to directly adjust the base price by a specified percentage. The new price will be equal to [Value % * Cost Type]. If you choose a 5% percentage adjustment on a $60 item, the adjusted price would be $63. Amount: Select this option to add a fixed amount to the base price. The new price will be equal to [Value + Cost Type]. For example, if you set a $5 amount adjustment on a $30 item, the adjusted price would be $35. Fixed: Select this option to set an absolute price that will be applied to the item, regardless of its base price. The new Price has to be equal to the Value. For example, if you set a fixed adjustment of $10, the new price will be $10.
OperatorName	Text	Select the equation’s operation to apply for this rule..
**Amount	Numeric	Select the amount (flat or percentage) to use in the pricing equation.
CostTypeName	Text	Select the cost type to use in the pricing equation.
DateRuleApplyFlag	Text	This field allows you to specify whether the pricing rule should be applied within a specific date range. Enter "Y" to enable a date range for the rule, otherwise, leave blank or enter "N".
DateFrom	Text	Define the start date from which the pricing rule becomes active. Only applicable if "DateRuleApplyFlag" is set to "Y".
DateTo	Text	Define the end date until which the pricing rule remains active. Only applicable if "DateRuleApplyFlag" is set to "Y".
QtyRuleApplyFlag	Text	This field determines whether a quantity range will be applied to the pricing rule. Enter "Y" to apply a quantity restriction, meaning the rule will only activate within the specified quantity range. If this field is set to "N", the rule will apply regardless of item quantity.
QtyMin	Numeric	Specify the minimum quantity threshold for the pricing rule to apply. The pricing rule will apply only to orders where the item quantity is greater than or equal to this number. Only applicable if "Qty Rule Apply Flag" is set to "Y".
QtyMax	Numeric	Define the maximum quantity limit for the pricing rule to apply. The pricing rule will apply only to orders where the item quantity is less than or equal to this number. Only applicable if "Qty Rule Apply Flag" is set to "Y".
ActiveFlag	Text	Enter "Y" to mark this rule as "Active". Please note that only an active pricing rule will be applied by the system.
ShowAsDiscountFlag	Text	Enter "Y" here to allow users to display the rule as a discount.
PriorityNumber	Numeric	Enter the priority for this pricing rule. The bigger number takes higher priority over smaller numbers for conflicting rules.
ImportError	Text	If there are any errors from the upload, they will be listed in this column.

Uploading the template

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

• Click Browse to select the saved CSV template file.

• 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 a message for success or error (if any).

• Pricing rules 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.

Scheduling the Upload

XoroERP allows you to schedule the upload for the pricing rule. To schedule the upload, select the “Schedule Import” option from the “Verify & Upload” dropdown. You will be taken to the “Job Scheduler” page. Enter all the details here and click on “Save”. You can see the job in the “Job Scheduler History” module and the Pricing Rule will be uploaded as scheduled.