Breadcrumbs

Importing the price list

To import the price list in the .XLSX format:

  1. Go to Price List (see Navigation). The price list page is displayed (see Viewing the price list).

  2. Click Import. The Import plans window is displayed.

    image2022-7-15_10-39-27.png

  3. Click Choose File and select an XLSX file with the price list.

  4. Click Import.

As a result, the following happens to the plans that were changed:

  1. On the plan details pages, the prices are changed.

  2. The retail prices for periods and resources of plans are recalculated.

  3. The margins for periods and resources of plans are recalculated.

  4. On the Price List page, the is not set value is set in the Auto Markup column.

  5. The retail prices will not be updated any more when the net costs of plans are changed.