Price File Import Tool
Price File Import Tool
How to Set up Price File import tool:
Start by going to System Settings> Company> Store and open the Store Details Screen Click on the “Third Party Accounts” tab;
Select the Vendor you wish to run price files for and use the Add Item icon to select the Vendor from your Vendor list.
Select the Price File checkbox to receive notice of updates as to when a new price file is available for this Vendor. Click the Save icon to save your selection.
Once you have set up all of your vendors in Third-Party Accounts Exit System Settings.
Then go to Part Sales and Management and select Part Inventory.
From the Part inventory screen go up to Tools on the toolbar menu and select Price File Import from the drop-down menu:
This will open the Price File Import window:
On this screen, you will highlight the company whose price file you would like to import and click on the Vendor column
This will cause an ellipse to appear where you will click to select the vendor
Once the vendor is selected you will then click on the Import option column and click on the ellipse in that field.
Note: If you use Power Twins as a vendor you will need to associate that vendor to the Parts Canada line in Third-Party Accounts and on the Price File Import screen!
This will open the Options screen:
This will be where you select the option that will be applied to the parts that are imported. The defaults are shown above. Please review and set the option as you deem necessary.
Warning: The default is currently set to Add Profit Margin Percent of zero, this will sell your parts at cost. You will need to change that. If you want to sell the part for MSRP, you would check the box “Use MSRP as Standard Price” and select “Add Mark Up Percent” and set the percent to zero.
In the Rounding section there are 3 options:
- No Rounding- This will leave the price as it is in the price file
- Rounding To Cents- This will cause the system to round the price to the closest cent that you set in the box. If you set the cents to 95 and the part price is 4.05 then the system would set it to 3.95, if the price is 4.50 then the system would set it to 4.95
- Rounding to Next Cents- This option will cause the system to always round up to the next occurrence of the value you set in the box. If you set 95 as the value in the box then if the part is 4.05 the system would round up to 4.95
Once you have set your options to the values you desire then click the OK Button to save those options.
When you have set up all the vendors be sure to click on the Save Options button at the bottom of the screen before you exit.
Once you have completed the above steps you are ready to begin using the Price File Import tool.
Using the Price File Import tool:
When there is a price file available for updating you will be notified by a flashing icon at the bottom of the DealerVu start window when you log on.
If you double click on that icon you will see a list of files that are available for updating.
When you are ready to update these files you would go to Part Sales and Management and select Part Inventory. From the Part Inventory screen, you would click on Tools in the toolbar and select the Price File Import option.
This opens the Price File Import Screen. If there is a new file that is available the “New File Available” column will have a check.
If you want to update the file you would check the Update checkbox.
This will cause the import options screen to open for that vendor, which gives you the option to review the option setting.
Once you review and agree to the option then click the OK button.
Once you have selected all the price files that you want to update then click on the Run Tonight Button at the bottom of the window.
Then click on the Close button. The system will run the price file import utility after your close of business so there is no impact on system functionality.
In the morning please review pricing for the vendors that were imported to confirm that there are no issues.
If you get notified about a price file update and you do not want to do that update you can check the box in the Refused column and it will remove that price file from the notification screen.
That is all there is to setting up and using the Price File Import tool. There are some management tools built into this feature. Below is a list of columns that are available for added information.
Effective Date: the date the price file was published
Last Imported On: the date the price file was imported into DealerVu
Last Imported By: the user who ran the last import
Import History: click on this field to access the history dialog
Status: the status of the import can be one of the following:
- Downloadable: the Price File Executor has found the price file but has not downloaded it yet;
- Downloaded: the Price File Executor has downloaded the price file;
- Scheduled: the user has decided to run the price file update tonight;
- Success: The price file ran successfully;
- Failure: The price file had more than 10% of errors. If an update has failed, an email alert will be sent to a designated person(s).