**IMPORTANT**

If you are uncertain about using this program please stop. Each time you run this program it will update the inventory files. If you have not made sure that the data on the External Price File is in the right columns and in the right format the data will be corrupted and you will have to manually clean up each part number.

It is very helpful to be familiar with using Microsoft Excel. You will need to cut and paste columns, set up formats on columns, and save in both Excel format and Text (tab delimited) format.

The external price file must be arranged as stated on the PRICE FILE LAYOUT document. You will need to rearrange the columns in the spread sheet to match the data expected in the Load External Price File program.  After you save the file in the Excel format, you need to re-save it as a “Text file” (tab delimited).

1. When you receive the file from your vendor or manufacturer it needs to be loaded on your local hard drive. Create a folder on your C drive called Priceupdates and save the file into this folder.  If the file came from a vendor running Perfection Management using the Price Report, you will need to use the file with the word TAB in the file name.

2. Open up the file using Microsoft Excel.  Launch Excel, go to FILE, OPEN, and open the file.  If it was created by the Perfection Management program the file will look like PRICE.LIST.RPTxxxTAB.TXT.

3. Excel will bring up their TEXT IMPORT WIZARD. The Original Data Type should be set to Delimited. Press NEXT.

4. The next screen should have TAB checked and then press NEXT.

5. The next screen will allow you to select each column and set the Data Format. Click on your part number field and set the Data Type to TEXT and press FINISH.  This should bring your data into the spread sheet. The file name should end in TXT and the columns might be squeezed together.

6. Move your curser to the line after each column header where it says A, B, C, etc. and double click the line to expand the field.

7. You need to rearrange each field to match the Price File Layout document.

8. You will need to set the format for the columns H through M to a Number format.  Right click on the H and it will highlight the entire H column and bring up a menu.  Click on Format Cells. Click on Number, make sure the Decimal place is set to 2 and press OK. Do this for each price file you are bringing in.

9. If you are bringing in UPC Bar Codes that column needs to be set for Number format with NO decimal places.

10. Check all your data to be sure it looks like what you are expecting.

11. Save the file first in Excel format to keep the format changes that you have made. Click on File, then click on Save As, then change the Save as type to XML_Spreadsheet (*.xls) and then click SAVE.

12. Now save it again and change the Save as type to Text (Tab delimited) (*.TXT). This is the file the program will use.

13. Open the .TXT file in Notepad. Move to the bottom of the document. The curser will be on a blank line. Backspace until the curser moves up one line to the end of the text on the page. Save the document.

14. Now on the Perfection Management system go to Load External Price File (5.6.2.3)

15. At MFR Code put in the Manufacturer’s code your are updating and press Enter

16. At the Price File Path and File Name prompt you need to put in the following:

17. ACCU:C:\priceupdate\file name

18. Type U Enter to get the Units of Measure from the Price File

19. At line 3 type in an effective date to use for Preloaded Prices

20. Lines 4 through 9 are for the prices you are importing. Depending on which prices you put into the spread sheet columns H – M will determine which price codes you put into 4 – 9

21. Enter through any blank Price Code fields

22. At line 10 Add parts Not on File?, answer Y for Y and press Enter

23. At line 11 Add units Not on file? Answer N and press Enter

24. At line 12 Vendor Code – new Parts, put in the vendor code from where you received the price update. This will become the current source on any new parts that are entered from this update

25. Enter your Units of Measure to translate the MFR units too

26. Check the information on the screen. If it is correct, at Enter Selection type C to Convert Price File and press Enter.

27. We suggest that you answer Yes to print a report of items not on file

28. We suggest that you answer Yes to print a report of inventory that were NOT updated

29. Enter your salesperson code and press Enter

30. It should now be transferring and converting the data and the Conversion Results report should be on the screen. If you want to print hard copy of the reports type P and press Enter

31. Now you need to print your Preload Prices Report and validate the price changes and then Activate the Preloaded Prices.