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  • Purchasing Manager

Additional Content:

Excel Template for this process:

View file
nameCatalog Price Import.xlsx
height250


Price Import Process: Excel File Format Requirements

The following requirements apply to price information imported from an Excel file:

  • The file is a Microsoft Excel File.
  • Data for import is on the first worksheet of a workbook.
  • Named cells, rows and columns map data on the spreadsheet to PENTA. Named cells, rows and columns link spreadsheet data to corresponding PENTA fields allowing spreadsheet arrangement suited to individual needs.
  • You must have information grouped together by catalog id, vendor id, job id, and effective date.

Naming a Column

Spreadsheet columns you include must have names for price information

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Location:

  • Purchasing > Setup > Catalog Price Modifiers

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