3.0 Parts Price File Update

n the Parts window there is a button at the top of the screen labeled Price Files.  This is where you will go if you get an updated price file from your OEM/Supplier and would like to upload it.  

Load Price File Tab

Select OEM/Supplier to Load - This is a list of known OEM’s and suppliers that we currently support directly.  The “Standard” is the excel format that can be used for a more generic price file load.   

Currency - If your company does business with a supplier in another currency then you would select the appropriate currency for the supplier here.  (If your company does not do business with suppliers in another currency then this field is irrelevant) 

Pre-Fix to Add - If you want to add a pre-fix to part numbers in this price file you can enter the pre-fix here.  For example if you are loading a Komatsu price file and want KO to be placed in front of the part numbers this is where you would enter KO prior to loading the price file 

Load - Once you click Load you will be prompted to locate the file you would like to load.  This will load the updated Price File into the PartsPriceFiles table.  

Re-Price Inventory Tab

Select a OEM/Supplier to Reprice - The suppliers that appear in this list are the ones that you have loaded previously via the Price File Load.  

Use Part # Without Dash - Some price files include the dash in the part number while some dealers choose NOT to use the dash.  This option lets you use the part # in your system without the dash and still be able to reprice your inventory while the price file still includes it.  

Don’t Update Description - If the part number already exists in your database having this checkbox flagged will allow the reprice process to compare the description that is currently stored with the description that came in through the price file.  If this checkbox is not flagged the description will be updated according to what the price file shows.  If this checkbox IS flagged it will not update the description field.  

Reprice - Clicking the Reprice button will update any parts that are set to reprice from the OEM/Supplier you have selected.  This will update the Parts table.  

Note:  When you set up Parts Groups there is a Re-Price tab where you identify where parts within that group should reprice from.  And when you set up a new part you must assign it to a group.  So then when you run a Reprice function it will check the Groups to see which groups are indicated to Reprice from your selected supplier, then it will check all parts assigned to those groups and will update Cost on those parts files.  If you set a currency during the price file load it will update the Currency tab, Pre-Currency Cost field then the cost that is showing under the Pricing/Qty tab will show the adjusted cost based on the currency rate.  

Update Currency Tab

If there is a change in Currency and you have gone to the Currency Rates window and set the updated Currency Rate there, and you have loaded price files with the currency assigned to them, you can go to this tab and run the Update Currency function.  

Currency to Refresh - Select the appropriate Currency

Update - Clicking this button will look at the PartsPriceFiles table at any price files that have been loaded and reference the Pre-Currency Cost and Update the Cost field in the PartsPriceFiles table. Then you can go to the Reprice tab and run a reprice on your supplier again to update the Parts table which would in turn show the correct adjusted cost on the Pricing tab in the Parts setup window.