Update Costs using the Import Tool

This how-to walks through how to use the Cost Import screen in 10X ERP to update item vendor costs in bulk using a spreadsheet. Instead of manually updating each item, you can import a properly formatted CSV file to create new vendor costs or update existing ones. The process requires specific column headers and calculation methods to ensure the import runs successfully. After importing, you can verify updates directly on the item’s Pricing and Cost tab and review the import summary for results.

• Navigate to Admin > Import File and Select “Cost” from the Type dropdown to access the Cost Import screen for bulk vendor cost updates.
• Download and Follow the Template to ensure your spreadsheet includes the Required Columns with exact, Case-Sensitive Column Headers formatted verbatim as shown.
• Enter the New Cost Using the Appropriate Calculation Method by using a Simple Replacement (direct cost value), “L” for Multiplier Logic, or “P” if following the Template Layout format.
• Save the File in CSV Format and confirm all Required Fields are populated according to the rules shown in the Info section of the import screen and the sample template.
• Click “Choose File” and Select Import to upload your completed CSV file and begin the Cost Import process.
• Review the Import Results Summary to see how many Costs were Updated versus how many New Vendor Cost Records were Created.
• Verify Updates on the Item Record by opening the Item, navigating to Pricing, and confirming the Vendor Cost reflects the Imported Value.