Forum Discussion

Graham1's avatar
Graham1
User
5 years ago
Solved

Importing Item Sales Pricing error

We have a very large volume of Item sales so I am trying to test out importing a CSV file of the data. The data imported fine, however the Pricing did not show on the invoice. I did not import the pricing, it is already set in MYOB in the Inventory Section - Set Item Prices. 

When we manually enter an Invoice, the Set Pricing appears on the Invoice automatically. 

Can someone help me figure this out please?

  • Mike_James's avatar
    Mike_James
    5 years ago

    Hi Graham1 , in that case ask your developers to extract and use the customers and items data from MYOB when preparing the invoice in the new system. That will be far more effective than manipulating CSVs.

6 Replies

Sort By
Replies have been turned off for this discussion
  • Neil_M's avatar
    Neil_M
    Former Staff
    5 years ago

    Hi Graham1 

     

    When importing sales, we do recommend including as many fields as possible, including the price for each line. If this information is not included, then AccountRight will assume a zero value for that line. This in turn can cause importing errors around the total of the invoice being imported.

    • Graham1's avatar
      Graham1
      User
      5 years ago

      Hi Neil, Thanks for the response, but is this the only solution? We have different pricing for different clients and about 60 item categories on each line item, over 200 invoices a wekk - this would mean a huge amount of data entry prior to import.

      • Neil_M's avatar
        Neil_M
        Former Staff
        5 years ago

        HI Graham1 

         

        You would need to have the information within the import file prior to importing that file, so that the information can be brought into AccountRight. Currently there’s no way that I am aware of to circumvent having the information within the import file

  • Mike_James's avatar
    Mike_James
    Ultimate Partner
    5 years ago

    Hi Graham1 , are you preparing the CSV file in Excel initially? Given that all the pricing is held in MYOB, then you could use lookup tables, one being an export of your customer cards (to give you the pricing level) and the other an export of your items (to give you the prices). Your invoice worksheet could refer to those to complete the price information. The lookup tables would need to be refreshed occasionally to include changes.

     

    I'd recommend using the card record ID and item ID for any lookups, the results will be more accurate.

    • Graham1's avatar
      Graham1
      User
      5 years ago

      The CSV file is imported directly from an intergrated system that is under development for us, which is picking up the data directly from our rostering system. But, we can export the data to excel initially and then convert to a CSV.

       

      Thanks for this suggestion..I will pass it on to our developers as a workaround.

      • Mike_James's avatar
        Mike_James
        Ultimate Partner
        5 years ago

        Hi Graham1 , in that case ask your developers to extract and use the customers and items data from MYOB when preparing the invoice in the new system. That will be far more effective than manipulating CSVs.