We’re currently migrating to ERPNext from another tool used for procurement.
We have the items imported, but not their prices.
Am I right in this thinking about how to insert / update the item prices please? (I used this similar topic to get to this process)
- Export Items & item prices as csv
- Copy items into item prices csv (leave all other fields blank / default)
- In item prices csv, copy prices for each item from previous procurement tool export
- Upload item prices csv (with actual prices)
What am I missing please?
Thanks in advance,
Rather than exporting the existing items to a CSV, updating that and then uploading, I think you need to click on the Download Template button in the top right corner of the Data Import page. This will download a CSV file that contains certain header information and where records begin at a certain line. Take the data from your exported file and copy paste it into the template at correct line, which says “Start entering data below this line”.
Ah yes! Thanks @replaceablehead - good to be specific on using the template!
I’ll need to use the template for the item prices, right?
This is because this artefact will be re-uploaded with the price data.
I used the items template in my screen shots, that’s just because I happened to be doing an import of my own at the time. I’m sure item prices has a similar template.
Excellent, thanks @replaceablehead - yep, that is the case
This process created duplicate item prices for those prices which were updated.
Our expectation was that the item price itself would be updated, not a new item price created.