How to Add Products to Quote (Table View)

Steps:

1. Go to Quoting > Quotes.
2. Select a quote and click the View/Edit details icon.
3. In the Products Overview section, select a folder (or create a new one) where the products should be added.
4. Click the Add Products  icon. The Product Picker opens.
5. On the Mass Add tab, you can enter text, numerical, selections, product group, customer group and multitier inputs. (The other two tabs are available only for the tree view.)
   The requirements are:
   • Copy directly from MS Excel or use the TSV (Tab Separated Value) format. (CSV is not directly supported, you need to paste the content of a CSV file to Excel first and then copy & paste it back here.)
   • The first cell cell must contain the product ID (i.e. sku in Quotes, contractType in Agreements & Promotions and rebateType in Rebates) and it must be called "id". If there is a different string, the first row is considered to be a plain data row and is processed as data.

   • It is also possible to have the input names in the first line; then the data will be presented in the correct order and you do not have to adjust it manually in the next step.

      See an example.

     Scenario 1

     If you keep the same names of the inputs, the fields are passed on in the same order:

     

     

     In addition, the Product Group and Customer Group inputs are implemented here, so you need to select in two left drop-down menus the column which the values on the right side come from (i.e. the value Europe can be found in the Region column of the Customer table). 

     Scenario 2

     If the column names in your Excel differ, they are not recognized during the column ordering phase (values on the individual rows are still uploaded as they are). The inputs generated by the pricing logic are added at the end ('Customer(s)' in this case). Then you need to use the Column Order Switcher on the left to align the column names and values. 

     

     

6. Select a folder into which the products should be added. (If you need a new folder, you need to switch to the tree view and create it there.)
7. Click the Add to folder and continue button.
8. Check how the data was parsed.
   • On the left, you see the list of columns and you can change their order.
   • On the right, there are parsed data. After you change the column order, only the headers get updated; the data stays at their original place, so that you can align the columns to the correct input generated by the server.
     
   • When using Product Group / Customer Group inputs, there are two additional combo-boxes on the left. You can select here the field from Product/Customer meta attributes for which you are adding the data.
   • Server messages inform you about which items were not recognized/added.

   • Select one of the formatting options which help you in cases when you log in Pricefx with a different locale than your Excel has. (Then you cannot paste numbers here correctly and are forced either to log in using the same locale as your Excel or manually change all the number values in the Mass Add window.) There are the following simple number format pre-processing options:

     • With locale based number formatting – Use this option if the locales of the application and Excel are the same. No changes are applied to the numbers.

     • Comma decimal separator to dot – Converts a comma into a dot.

     • Dot decimal separator to comma – Converts a dot into a comma.

   • Multitier inputs
     • For multitier prices you can select the number of tiers (up to 5). This selection is applied to all multitier inputs in the data.

     • A multitier input is represented by 2 columns in the data table on the right (which means that for e.g. 'Max 5 Tiers' you will get 10 extra columns).

        See an example.

       This is a two-tier import. There are 4 columns for Requested Discount [%] and 4 columns for Requested Net Price.

       

       For each price field you need to provide the tiers in this sequence:

       1. Tier 1 value
       2. Tier 1 quantity
       3. Tier 2 value
       4. Tier 2 quantity
     • Once the data is added, the multitier input is shown as a single column in the main table view (e.g. these two pairs Quantity = 5 and Price = 10 and Quantity = 10 and Price = 9 are shown as "5=1 10=9").
     • If you set only a single tier and keep the second column empty, the application will assign "1" as a value of that column.
9. When happy with the result, click one of these buttons:
   • Add IDs Only – Adds only the first column of the data, i.e. product SKUs.
   • Add With Data – Adds products with all their data.