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Perform bulk updates for pricing, costs, and purchase prices in Unleashed

Steps to update both customer and supplier product pricing, with troubleshooting tips to ensure a smooth process.

Written by Heather

Unleashed provides robust tools for performing bulk updates to various pricing fields, including customer pricing, product costs, sell price tiers, and purchase prices.

Important:

  • Do not delete any columns or headers in any import template files, as this can result in data loss.

  • Always save a backup copy of the original file before making changes.

Sale prices

Customer Pricing

To update customer pricing in bulk:

  1. Go to Customers > Import/Export.

  2. Export the 'Customer Pricing' CSV file.

  3. Open the file and make the necessary pricing changes.

  4. Import the updated CSV back into Unleashed.

For detailed field definitions, refer to the customer pricing field definitions.

Sell Price Tiers

To bulk update sell price tiers for products:

  1. Go to Inventory > Products > Import/Export.

  2. Export the Products CSV file.

  3. Modify only the sell price tier columns in the file.

  4. Save the file and import it back into Unleashed.


Product costs

Average Landed Costs

To update Average Landed Costs for multiple SKUs:

  1. Use the Import Stock Revaluation to export the current product cost data.

  2. Update the cost fields in the exported CSV file.

  3. Import the updated file back into Unleashed to apply the changes.

Last and Nominal Costs

To bulk update last costs and nominal costs for products:

  1. Go to Inventory > Products > Import/Export.

  2. Export the Products CSV file.

  3. Modify only the 'Last cost' or 'Nominal cost' columns in the file.

  4. Save the file and import it back into Unleashed.


Purchase Price

Default purchase price

To bulk update purchase prices:

  1. Go to Inventory > Products > Import/Export.

  2. Export the 'Products' CSV file.

  3. Update the 'purchase price' fields in the file.

  4. Import the updated file back into Unleashed.

Default supplier price

To bulk update supplier-specific purchase prices:

  1. Use the 'Product Suppliers' Import/Export tool.

  2. Export the 'Product Suppliers' file.

  3. Edit the 'supplier default price' values as needed.

  4. Import the file to apply the changes.


Troubleshooting pricing import issues

If a pricing import fails:

  • Ensure the file does not contain currency symbols (e.g., £, $, €) or other non-numeric characters in numeric fields.

  • Remove all non-numeric characters and re-upload the file.

Best practices for bulk updates

  • Modify only the fields you intend to update.

  • Validate the data before importing to ensure accuracy.

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