Duplicate Price List

Duplicate Price List

Problem
I need to add the same products from one price list on to a new price list but at a different price. Is it possible to duplicate a price list?

Solution
Yes, using grid exports you can create a duplicate a price list. Follow the steps below to accomplish this.
  1. Firstly create your new price list, by name, in [System Setup | System Data | Price Lists].
  2. Go to [Promotions | Customer Price Lists].
  3. In the Price List dropdown menu, select the price list you wish to duplicate.
    1. Products on the price list should appear in the grid.
  4. Click the purple cog icon, select Export Grid Data and then click CSV.
    1. You will be presented with a CSV download of your pricelist grid.
    2. Open the downloaded CSV file.
  5. Modify the csv file as follows:
    1. Delete all columns except stock_code, qty_start, qty_end and amount.
    2. Rename these columns as follows:
      1. stock_code - STOCK_CODE
      2. qty_start - BAND_LOW
      3. qty_end - BAND_HIGH
      4. amount - The name of your price list from step 1.
  6. Set the quantity breaks and price of each item as required.
  7. Save the file as a text (tab delimited) file.
    1. If you are using Open Office or Google Sheets you may find it easier to copy the spreadsheet in to notepad and save as a text file.
  8. Import the text file using the data import tool and following the guide here, Importing your data.
That's it, your price list is done.

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