Managing and updating price lists efficiently is crucial for maintaining accurate pricing strategies. Katana allows you to bulk update price list prices by importing data from a spreadsheet, streamlining the process of adjusting multiple item prices simultaneously.
Steps to bulk update price list prices
1. Download the existing price list data
You can download your current price list data in two ways:
For all price lists:
Navigate to Settings > Data import.
Under Update price lists, click Download data.
For specific price lists:
Go to the Sell screen and select the Price lists tab.
Choose the desired price list(s) and click the Download button.
Note: You can download the file in .xlsx or .csv format; however, only .xlsx files can be used for bulk updating prices.
2. Edit the Spreadsheet
Open the downloaded .xlsx file and make the necessary price adjustments.
Price adjustment methods:
Fixed Price: Enter the final price directly (e.g.,
750).Percentage Discount: Enter the discount percentage, followed by
%(e.g.,30%).Markup: Enter the markup percentage, followed by
*(e.g.,10*).
Note: Prices should be entered in your base currency.
3. Upload the updated file
Navigate to Settings > Data import.
Under Update price lists, click Upload data.
Select your updated
.xlsxfile to upload.
Important: Any updated prices in the spreadsheet will overwrite existing prices.
Understanding the price list import file
The exported price list file contains the following columns:
Katana ID: Unique identifier used to match items in Katana (required).
Item name: For reference, ignored during import.
Variant code: For reference, ignored during import.
Product category: For reference, ignored during import.
Default sales price: For reference, ignored during import.
[Price List Name]: Columns representing each price list with corresponding prices.
Note: Ensure that each price list name is unique and matches the names in Katana.
Important considerations
Duplicate rows: If duplicate rows for the same item exist, the last price in the file will override previous entries. Avoid duplicates to prevent confusion.
Adding new items: If an item previously had no price in a price list, it will be added after assigning a price.
Empty cells: Leaving a cell empty will not change that item's price in the corresponding price list.
Archived data: Archived items are not included in the downloaded file and cannot be updated via import.
Limitations
Creating new price lists: You cannot create new price lists through import. To add a new price list:
Navigate to the Sell screen > Price lists tab.
Click on the + Price list button to create a new price list.
Updating customer associations: Customer connections to price lists cannot be updated via import. To modify customer associations:
Go to the Sell screen > Price lists tab.
Select the desired price list and navigate to the Customers tab to add or remove customers.
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