Guide to Importing Pricing Data into Shedmate from Excel
Step 1: Clean and Organize Your Master Template 0:00
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Clean up your master template.
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Organize the items you want to quote for your sheds.
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Prepare to export the list to Excel.
Step 2: Export Pricing Database to Excel 0:25
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Navigate to Instant Quoting > Pricing Database in Shedmate.
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Choose to export the full list or select specific items for price adjustments.
Step 3: Modify Prices in Excel 1:03
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Open the exported Excel file.
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Make necessary price modifications.
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Use ERP codes for efficient future updates.
Step 4: Import Modified Pricing Back to Shedmate 2:36
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Save your modified Excel file.
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Import the file back into Shedmate.
Step 5: Handle Invalid Items 2:53
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Check for invalid items related to unit measurements or incorrect categories.
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Ensure categories match exactly with Shedmate's structure.
Step 6: Address Duplicated Items 3:28
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Identify and resolve any duplicated items based on ERP codes.
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Update prices as necessary.
Step 7: Review Price Changes 4:03
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Use Shedmate's wizard to review price differences.
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Confirm changes made from the original master template.
Step 8: Choose Import Options 4:45
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Decide whether to merge items with the same name or ERP code.
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Avoid importing items as new unless starting from scratch.
Step 9: Finalize Changes in Shedmate 6:04
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Reject any unwanted new items during the import process.
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Ensure all pricing calculations are linked correctly.
Step 10: Save the Updated Database 6:49
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Save the updated database under a new name or replace the existing master template.
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Ensure the database is saved correctly to avoid overwriting important data.