AutoQuotes supports deviated pricing on a per item basis within the AQ Catalog. This functionality allows users to override the list, net, or discount on a specific item as well as the markup on that item if desired for a specified amount of time. The deviation can be restricted to a single customer or applied to all customers when adding an item to a project spreadsheet. To apply deviated pricing to multiple products at once follow the steps below:
1) First, create a CSV file inside of Excel. It must be formatted as a table and include a header, or first row, that defines the fields in the table.
- The column 1 heading must be either Vendor Number OR Vendor Nickname. To find either for a specific vendor, please reference the "Vendor Numbers" list located in the Resources section of the AutoQuotes' website (http://aqnet.com/vendor-numbers/).
- The column 2 heading must be Model Number and contain the model number of the product that is receiving the special pricing.
- The column 3 heading must be one of the following:
- List Price and contain the deviated list price of the specific product without any currency symbols or commas.
- Net Price and contain the deviated net price of the specific product without any currency symbols or commas.
- Discount and contain the deviated discount in decimal format (xx.xxx).
- The column 4 heading must be Beginning Date and should be in mm/dd/yyyy format.
- The column 5 heading must be Ending Date and should be in mm/dd/yyyy format.
- The column 6 heading must be Markup and formatted in a numerical format with a max of two characters(xx).
* Note: The file must only have one of the three “pricing” columns (List, Net, Discount) filled out. If the document has more than one of these columns, an error message will display during import with a notification that the file is in the wrong format.
Making the Deviated Pricing Import Customer Specific (OPTIONAL)
* To assign special pricing to an individual customer add the following column:
- The column 7 heading should be Customer Number and must only have one Customer number entered. See instructions below on how to locate/assign a customer number.
*Note: If no customer number is assigned the deviated price will default to All customers.
Making the Deviated Pricing Import Group Specific (OPTIONAL)
*To assign special pricing to a group of customers add the following column:
- The column 8 heading should be Group ID. See instructions below on how to locate/assign a group ID.
*Note: If no customer column is added, then this can be column 7.
2) Import Process
A) Navigate to the Admin Settings tab.
B) Press the Deviated Prices button in the top ribbon and select Import from the drop-down menu.
C) In the file explorer, locate the CSV file and press the Open button to begin the importing process.
D) During the import process, a Deviated Price dialog may appear stating that a "Deviated price for this Model already exists." If this dialog window appears, a deviated price already exists for the imported item. For each dialog, a choice will need to be made whether to overwrite the existing deviation or not.
*Select the box next to "Apply for all" to make the selection of multiple items at once.
E) When the import is complete, a Deviated Price dialog will appear with the message "Import Completed Successfully." Imported models not located in the AQ Catalog will appear under Model Not Found in the Deviated Price dialog.
F) Press the Ok button to complete the import.
How to set up a Customer Number and/or Group ID
1) Navigate to the Contacts tab.
2) Select a customer from the spreadsheet and click on the Edit Company button in the top ribbon.
3) In the Company tab, inside of the Edit Company dialog, type in the Customer Number or Group ID depending on the requirements.
4) Press the OK button to save.