Price List

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Local Data > Price list file

A price list file can be imported from Excel to attach prices to your products.

The prices can then be used to calculate and display various figures on screen and in reports.

For example, they can be used by the Assortment Analysis and the Project Analysis.

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Tip: you my have several price list files for the same products. Just load the one corresponding to your current Planogram targeted retailers.

Price List Screen

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File selection

File text box: this shows the path and name of the currently loaded price list file.

Clear: click on this button to clear the current file from the text box.

Browse: click on this button to select your price list file on your PC.

Note: the file path persists over PlanogramBuilder sessions.

Note: PlanogramBuilder provides an automatic reload of the local data files. This is useful since can keep the Excel application opened to edit your local data, save changes in Excel with Ctrl-S and enjoy immediate feedback in PlanogramBuilder.

Note: the imported values remain in memory and are not uploaded to our servers.

Import Log

This area shows the following information:

 

Tip: you can select and copy text from the import log.

Tip: you can zoom in/out in the log window using Ctrl + mouse wheel. The default zoom level is reset on task switch.

Price List Preparation

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Your prices must be in the form of a table and saved as a Microsoft Excel file (*.xlsx, *.xls). You can include pricing for any product that is referenced in your PlanogramBuilder database, even disabled products.

Supported columns

The imported table can contain the following columns with the exact column headers listed below and values per item on each line:

Reference

(compulsory) The product references for which you want to list a price.

References with no match in your database are disregarded.

Wholesale price

(optional) The item buying price, without currency symbol

Retail price (tax excl.)

(optional) The item selling price, before tax, without currency symbol

Retail price (tax incl.)

(optional) The item selling price, tax-included, without currency symbol

Sales tax rate

(optional) The sales tax in percentage.

 

Important note: If you have set PlanogramBuilder to a language other than English, the supported column header names are different. Please find and copy the supported headers from the import log text box, shown as blue text under “The following columns can be imported”.

Note: the column header names are not case sensitive. You can use any mix of lower and upper case header names.

Note: If some columns and/or values are missing, PlanogramBuilder won’t be able to display or calculate related figures for these.

Tip: You only need to provide 2 of the 3 following columns:

·         Retail price (tax excl.)

·         Retail price (tax incl.)

·         Sales tax rate

PlanogramBuilder will derive the missing 3rd column values. Example: if your file contains Retail price (tax excl.) and Sales tax rate, the Retail price (tax incl.) will be automatically calculated.

Note: If you have additional columns, they won’t hurt and will be ignored for the pricing information (like ‘BRAND’, ‘PRODUCT LINE’ and ‘NAME’ for example). So you can for example use the same file for your product database and product pricing.

 

Example

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Example of Excel price list

To get an example of a valid price list, you can also download the following file containing prices for the sample products in PlanogramBuilder: https://planogrambuilder.com/downloads/sample%20files/sample%20price%20list.xlsx




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