Maintaining Price Rules (Best Practices)

To update pricing rules in 10X ERP using a spreadsheet, start by exporting your current pricing data for reference, then use a specific import template to apply changes. You’ll download the correct template from the Import File section, populate it with updated item, customer, and pricing details (ensuring formatting and codes are correct), and then upload it back into the system. This process ensures clean updates without data conflicts or format errors.

• Navigate to Admin > Pricing > Prices to view and filter pricing rules by specific Customers or Item Categories for review or export.
• Export the filtered price list to reference existing rules, but note this exported file is for review only and cannot be used for importing.
• Go to Admin > Import File and select Price to access the correct import template by downloading the “Sample Template CSV File.”
• Open the template and copy in Item and Customer data from your reference export or source file, matching the correct columns.
• Delete unused sample columns like Item Group or Customer Group if not applicable to avoid confusion or import errors.
• Add Price, Currency, and Calculation Method values into the template, using code letters (P, L, C) for methods: P = List Price, L = Multiply List Price, C = Multiply Inventory Cost.
• Ensure the Price column is in Number format (not Currency) by changing cell formatting to remove dollar signs or other symbols.
• Save the updated template file, return to the Import File screen in 10X, and upload your modified file.
• Wait for confirmation of success or error, and if successful, verify updates in the Pricing Rules section.
• Rename your import files before uploading for better version tracking and reuse; download past imports to quickly apply future updates.