Use these instructions to import a price list provided in a “CSV” format by a vendor, or one you need to create from scratch, in order to import a vendor’s styles, colors, pricing, etc. You should read ALL of this document in order to obtain correct results when you import the data into QFloors. You need to be familiar with all of the details of setting up and using the Product Catalog in order to do some of these instructions.
IMPORTANT!!! If you are not familiar with using a spreadsheet program, you will need to acquire the services of someone who does.
Rules for CSV File
-
Header Row
- Cell A1 must contain only the following text: ~~Manufacturer
That is two tilde characters, followed by the word Manufacturer, with an uppercase letter M, and no spaces. - The first row will need to be a row of column headings/labels, which can be anything provided cell A1 is correct (see #1.a. above), and you don't use any invalid characters (see #2 below). The following table shows what the contents of the data in those columns will need to be, not necessarily the header. The text of the headings do not need to match what is listed here for “contents”. Only cell A1 must contain certain text (see step 1.a. above).
Column Column Contents Data Type Maximum or Format A ~~Manufacturer Text 50 characters B Description Name Text 80 characters C Description Number Text 80 characters D Color Name Text 80 characters E Color Number Text 80 characters F SKU Text 80 characters G Product Type Text 3 UPPERCASE letters H Pricing Units Text 2 UPPERCASE letters I Cut/Box Cost Decimal up to 6 decimal places J Roll/Pallet Cost Decimal up to 6 decimal places K Width/Quant_Carton Decimal up to 6 decimal places L Backing Text 80 characters M Retail Price Decimal up to 6 decimal places N Is Promo Decimal 0 = No or 1 = Yes O Promotional Start Date Text mm/dd/yyyy P Promotional End Date Text mm/dd/yyyy Q Promotional Cut/Box Cost Decimal up to 6 decimal places R Promotional Roll/Pallet Cost Decimal up to 6 decimal places S Is Dropped Decimal 0 = No or 1 = Yes T Retail Formula Integer From Retail Price Formulas setup U Sample Present Decimal 0 = No or 1 = Yes V Comments Text 1023 characters W Private Style Text 80 characters X Private Color Text 80 characters - Your data should start on row 2 of the file.
- Invalid Characters
Do not use the following characters in the CSV file ( )' * , " $
Parentheses, single-quote, asterisk, comma, double-quote, dollar sign - Required Columns
DESCRIPTION / COLOR
Each row must have either a description name or a color name. If you have a row with description name followed by one or more rows without a description name but which do have a color name, the color rows will all get linked to the row above which does have a description name. Any rows that have neither a description or color will be excluded from the import.
PROMOTIONAL PRICING PERIOD
Some of the columns related to a promotional pricing period are dependent on each other. If one of the following columns is populated on a row of your CSV file, all three must be populated. If you leave one blank on a row, they must all be blank on that row. If you wish to include promotional costs then Is Promo must be set to 1, and Promotional Start Date and Promotional End Date must contain dates. Columns Q and R are not required, but logically would be populated if you are indicating that the style/color are in a promotional pricing period.
- Is Promo (Column N)
- Promotional Start Date (Column O)
- Promotional End Date (Column P)
- Recognized Product Types (B2B Standard) in Column G
The following three letter codes are from the B2B Standard. Your column G should contain a three- or six-letter code that matches one of your product type codes in your Product Catalog. This column is not required, but not providing a code in your CSV file will result in the description/color on the row to be assigned the first product type that is defined in your Product Catalog. (It is possible to define your own product types and type codes in the Catalog, but be careful to not give any of them a three- or six-character B2B code which matches one of the official B2B type codes.)
NAME B2B TYPE CODE Accessories ACC Area Rugs RUG Blended Material BLE Cabinets CAB Carpet CAR Carpet Tile CARTIL Ceramic Tile CER Concrete CON Glass GLS Installation Materials INS Laminate LAM Linoleum LIN Linoleum Tile LINTIL Metal MET Pad PAD Rubber RUB Rubber Tile RUBTIL Stone STO Stone Tiles STOTIL Stone Mosaics STOMOS Unclassified UNC Vinyl (Default Sheet) VIN Vinyl Sheet VINSHE Vinyl Tile Resilient VINTIL Vinyl Plank Luxury VINLVP Vinyl Tile Luxury VINLVT Vinyl Strip VINSTR Vinyl Stone Poly Composite VINSPC Vinyl Wood Plastic Core VINWPC Wall Base BAS Wall Coverings WAL Wood WOO - Recognized Pricing Unit (B2B Standard) in Column H
You must use one the following two-letter codes in column H. This column is not required, but not providing a price unit in your CSV file, or typing something other than one of the two-letter codes, will result in the description/color on the row to be assigned the price unit of Each.
PRICE UNIT CODE NAME SF Square Feet SY Square Yards LF Linear Feet EA Each CT Carton - Retail Price in Column M
Typing a price amount in this column will force this price to populate on sales order lines, overriding any Retail Price Formulas you have created to automatically generate a price on the sale lines. Normally leave this blank unless you regularly keep the description/color in stock, and you don't want your Retail Price Formulas to generate a price. If you type an amount in column M, do not enter anything in Column T for Retail Formula. - Retail Formula in Column T
If you choose to use this field, you'll type the corresponding number from the Retail Price Formulas setup for the formula which you want to force to be used when the style/color are selected on a line of a sales order. Normally leave this blank unless you regularly keep the description/color in stock, and you don't want your normal Retail Price Formulas to generate a price. If you type an amount in column M, do not enter anything in Column T for Retail Formula.- If the description/color already exist in your Catalog, and already have a Retail Price Formula assigned, a 0 (zero) in this column will leave the previous formula number setting unchanged.
- If the description/color already exist in your Catalog, and you are now importing an updated CSV file, a -1 in this column will set the Retail Price in the Catalog to $0.00.
- Save as CSV
Be sure to save the file in CSV format.
- If you're using Microsoft Excel, click File > Save As; then click Browse; then in the "Save as type" field at the bottom of the window, select CSV (Comma delimited).
- If you're using Google Sheets, after you download the file as CSV type, right-click the file then click Edit; then scroll down to the very last line of data and click at the end of that line; then press Enter to create a new blank line; then save and close the file.
How to Import the CSV File
- Click File > Import > Price List (CSV).
- Browse to and select the CSV file that you want to import.
- From this point on, the import process is the same as when importing a B2B price list file.
- When you are finished importing the data, and you click the Done button in the import window, your CSV file will not be deleted. Click No if QFloors asks if you want to create or send a 997 file.