How to import prices via .csv file

Overview

Importing pricing via CSV lets you upload and update product pricing in bulk using a .csv or .xlsx file.

1. Start importing the file

Go to Price List, locate the button:

You’ll see a screen like this:

2. Understanding the File Structure

The file contains two sheets:

  • data_entry_guidelines - Explains what kind of data should be entered in each cell.

  • data_input - Where you actually input the prices.

Note:

  • In data_input, we have implemented dropdown options that match the option in the app, so you don’t have to type it down in the file

3. Common use cases

For example, there are 2 products with total of 5 SKUs

Let’s walk through some common examples.

a. Specific price for each SKU

For this, focus on two columns: sku and b2b_price.

Enter the SKU in the sku column, and the wholesale price in the b2b_price column

For column volume_discount_apply_to and limit_apply_to, you can set is to -- None --

b. Volume prices for each SKU

For this scenario, focus on columns:

  • sku - the SKU of the variant to apply volume prices to

  • volume_discount_apply_to - in this case, select "Customize for each variant"

  • volume_discount_break_type - select either "Quantity" or "Amount", depends on what is used to calculate the discount value

  • volume_discount_break_value - for each range, select a number of a quantity or amount break

  • discount_type - for each range, select how you'd like to discount, can either be "Decrease a fixed amount", "Apply a new price", or "Percentage discount"

  • value - select a number that corresponds discount_type

Example: If buying 10 units of SKU 13a gets you 10% off, and 20 units gets 20% off, input as follows:

Note: for each row of volume pricing range, you need to enter the same SKU so our system can recognize that the volume pricing belongs to one SKU.

c. Volume prices for each product with many variant/SKU

If a product has multiple SKUs but you want volume pricing to apply across all of them:

In this case, choosing either SKU 13a or 14a will trigger volume pricing for both.

  • sku - the SKU of the product to apply volume prices to

  • volume_discount_apply_to - in this case, select "Each product"

  • volume_discount_break_type - select either "Quantity" or "Amount", depends on what is used to calculate the discount value

  • volume_discount_break_value - for each range, select a number of a quantity or amount break

  • discount_type - for each range, select how you'd like to discount, can either be "Decrease a fixed amount", "Apply a new price", or "Percentage discount"

  • value - select a number that corresponds discount_type

Example: If buying 10 units of the product gets you 10% off, and 20 units gets 20% off, input as follows:

d. Volume prices for entire order

This setting applies volume discounts across all SKUs listed in the file.

  • sku - the SKU of the product to apply volume prices to

  • volume_discount_apply_to - in this case, select "Total sum of order"

  • volume_discount_break_type - select either "Quantity" or "Amount", depends on what is used to calculate the discount value

  • volume_discount_break_value - for each range, select a number of a quantity or amount break

  • discount_type - for each range, select how you'd like to discount, can either be "Decrease a fixed amount", "Apply a new price", or "Percentage discount"

  • value - select a number that corresponds discount_type

e. MOQ/MOV for each SKU

You can define rules for each SKU. For example:

  • SKU 13a requires a minimum order of 10, maximum of 1000, and must be ordered in increments of 10.

  • sku - SKU of the variant to apply order rule to

  • limit_apply_to - in this case, select "Customize for each variant"

  • limit_type - select either "Quantity" or "Amount", depends on what is used to limit ordering

  • min - mimimum purchasable number

  • max - mimimum purchasable number

  • increment - applies only when limit_type is "Quantity", select the purchasable increments of one SKU (e.g. qty in 3 6 9 12, etc.)

f. MOQ/MOV for each product with many variant/SKU

Similar to volume pricing for products with multiple SKUs. Use one representative SKU.

  • sku - SKU of the product to apply order rule to

  • limit_apply_to - in this case, select "Each product"

  • limit_type - select either "Quantity" or "Amount", depends on what is used to limit ordering

  • min - mimimum purchasable number

  • max - mimimum purchasable number

g. MOQ/MOV for entire order

This applies the same order rules across all SKUs listed in the file.

  • sku - SKU of all products to apply order rule to

  • limit_apply_to - in this case, select "Each product"

  • limit_type - select either "Quantity" or "Amount", depends on what is used to limit ordering

  • min - mimimum purchasable number

  • max - mimimum purchasable number

4. Upload and validate the file

a. Successful import:

You're all set! You can now use Customer Group to assign the imported price list to specific wholesale customer groups.

b. If there are errors

If the file has invalid inputs, errors will be shown on screen.

  • Please check the file, fix the issue, and re-upload.

  • If the problem persists, contact us at support@b2bridge.io or use the in-app chatbox.

5. Export existing price list(s)

To export a price list:

  • Select the price list(s) you want.

  • Click Export to export the selected price list(s).

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