If you need to bulk update prices in price lists, you can do so via spreadsheet imports. This process involves downloading existing price list data, making the adjustments you need, and uploading the file back into Katana.
Common situations for price list importing:
Setting up a new price list for a customer
Updating prices to match increased costs or changes in pricing terms
Update price list prices in bulk
The first thing you'll need to do is download the existing price list data in Katana. This can be done in 1 of 2 ways:
If you want all of your price list data, go to the Settings screen > Data import. Find Update price lists and select Download data.
If you want to update a specific price list(s), go to the Sell screen > Price lists tab. Select the price lists you want and click the download button.
Note: You can download the file as either .xlsx or .csv, but only .xlsx file types can be used to update price list prices in bulk.
Make the updates to the price lists in the spreadsheet. Remember, prices will be in the base currency.
Upload the updated file from Settings screen > Data import. Find Update price lists and select Upload data
Any updated prices in the spreadsheet will overwrite existing prices.
Things to keep in mind:
If an item previously had no price list price, it item will be added to the price list after receiving a price list price.
If there are duplicate rows for the same item, the last price in the file overrules any others. To avoid confusion, try to avoid duplicate item rows.
How price list updating works and what's imported
When exporting the price lists file from the Data import section, all the items and price lists in Katana will be included. You can only update item prices or add items by importing price lists. If you want to update a Customer connected to a price list(s), go to the Sell screen > Price lists tab > select a price list > click on the Customers tab.
Note: You can't create a new price list through importing.
To add a new price list, head to Items screen > Price lists tab > and click have completely new price list you’d like to add to Katana for example new customer, then you’d need to create empty price list first Sell screen > Price lists tab > and press the + Price list button.
Data found in an exported price lists file
Katana ID (required) - items are matched in Katana using the Katana ID in the spreadsheet. This ID isn't visible in Katana and is only used to match items. Rows without an ID (or an incorrect ID) will be skipped during import.
Item name - This is for your own identification purposes in the file and will be ignored during import.
Variant code - A unique identifier for your product variant. Used for your own identification purposes and will be ignored during import.
Product category - Categories are groups of similar items and are useful for better organization and analysis of similar items in Katana. Used for your own identification purposes and will be ignored during import.
Default sales price - Used for your own identification purposes and will be ignored during import.
[Price list name]- Every subsequent column after the default price contains price list prices.
The column title is the name of the price list and must be different from other price lists.
To import a fixed price for an item in a price list, enter the final price for the item. For example, if the item's default price is $818 and the price list price is $750, Katana will set the price list price to 750 with the adjustment method set to "fixed."
To import a percentage discount, add a percentage symbol [%] to indicate the discount value. For example, if the default price is 900 and the price list value is set to 30%, Katana will set the price list price adjustment method to "percentage" with a 30% discount.
To import a markup value, add an asterisk [*] to indicate the markup value. For example, if the default price is 900 and the price list value is set to 10%, Katana will set the price list price adjustment method to "markup" with a final value of 990
If the price list price is left empty, it will be ignored during import. This is useful if only some items are included in certain price lists.
Using import to set up initial price lists
Remember, price lists can't be created via import, only the prices of an existing price list can be updated. If you're setting up price lists for the first time in Katana, you can use the price list import to configure price lists.
Setting up price lists through import
Navigate to the Items screen > Price lists tab > and press the + Price list button to create a price list (read more about how this is done). Create a unique price list name and make sure to save the price list. You don't need to add any items now as you'll be doing this via import.
Navigate to Settings screen > Data import section. Find Update price lists and select Download data. Find the newly created price list in the file. You can now define prices for this price list. If you want to copy prices from a different file, such as one exported from QuickBooks Online, make sure that the Katana ID matches the item SKU and the price you want to update.
Updating a single price list
If you want to update only one price list, just delete any price list data you don't want to update. During import, only the price list prices included in the file will be updated or added.
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