Sales price rule and sales price rule entry import details

A sales price rule is a list of entries, with each entry representing an item for sale. Use sales price rules to group items for collective pricing. Grouping the items makes it easier to apply pricing changes such as discounts, surcharges, and time-limited offers to many items at one time.

Supported operations

The following operations are supported for this record type:

Create a new or update an existing record: The file import checks each line of the file you are importing. If there is a reference to an existing sales price rule, the system updates it. If there is no reference to an existing sales price rule, the system creates a new one.
Create a new record: The file import creates a new sales price rule based on the data you are importing.
Update an existing record: The file import updates an existing sales price rule if there is a reference to it.

Sales price rule import

Importing a price rule is a two-step process. First, you import the price rule file, then you import a second file containing the price rule entries.

Permissions and features required to import sales price rules

The following access profiles can import sales price rules:

Full business access
Administrator

Basic import

The following table lists both required and optional fields and columns to include in a basic sales price rule import:

Field or Column	Description	Required?	Data Type/Formatting
Name	Name of the rule.	Yes	String
Primary Column	The Primary Column does not correspond to a field in the record. It is an additional required column used for identifying the borders of a group of data when the imported records can have sublists or subrecords. The values of the Primary Column are not populated in any field in the record.	Yes	Long

Full import

The following table lists both required and optional fields and columns to include in a full sales price rule import:

Field or Column	Description	Required?	Data Type/Formatting
Name	Name of the rule.	Yes	String
Primary Column	The Primary Column does not correspond to a field in the record. It is an additional required column used for identifying the borders of a group of data when the imported records can have sublists or subrecords. The values of the Primary Column are not populated in any field in the record.	Yes	Long
External ID (set)	External ID of the rule	No	String
Internal ID	Internal ID of the rule. Used to update an existing rule.	No	Long
End date	Date the rule ends.	No	Date
Start date	Date the rule starts.	No	Date
Customer Dimension > Customer (name)	Customer name. When creating a sales price, you can choose to specify either Customer Dimension > Customer (name) or Customer Dimension > Customer, not both.	No	String
Customer Dimension > ID	ID of the customer dimension. Use to update existing customers.	No	Long
Customer Dimension > Customer	ID of the customer. There is only one. When creating a sales price, you can choose to specify either Customer Dimension > Customer (name) or Customer Dimension > Customer, not both.	No	Long

Sales price rule import file example

Name	Primary Column	Start date	End date
imported sales price rule 1	1	10/01/2024	10/21/2024
imported sales price rule 2	2	Not applicable	Not applicable

Sales price rule import file example with customer name

Name	Primary Column	Start date	End date	Customer Dimension > Customer (name)
imported sales price rule 1	1	10/01/2024	10/21/2024	Joe Copper

Sales price rule entry import

After you import the sales price rule, you need to import the file containing the sales price rule entries.

Permissions and features required to import sales price rule entries

The following access profiles can import sales price rule entries:

Full business access
Administrator

Basic import

The following table lists both required and optional fields and columns to include in a basic sales price rule entry import:

Field or Column	Description	Required?	Data Type/Formatting
Item	Name of the item.	Yes	String
Price rule	Name of the sales price rule.	Yes	Long
Primary Column	The Primary Column does not correspond to a field in the record. It is an additional required column used for identifying the borders of a group of data when the imported records can have sublists or subrecords. The values of the Primary Column are not populated in any field in the record.	Yes	Long
Quantity Breaks > Rate	Rate used on the sales price rule line.	Yes	Big Decimal

Full import

The following table lists both required and optional fields and columns to include in a full sales price rule entry import:

Field or Column	Description	Required?	Data Type/Formatting
Item	Name of the item.	Yes	String
Price rule	Name of the sales price rule.	Yes	String
Primary Column	The Primary Column does not correspond to a field in the record. It is an additional required column used for identifying the borders of a group of data when the imported records can have sublists or subrecords. The values of the Primary Column are not populated in any field in the record.	Yes	Long
Quantity Breaks > Rate	Rate used on the sales price rule line.	Yes	Big Decimal
External ID (set)	External ID of the entry	No	String
Internal ID	Internal ID of the sales price rule entry. Used to change an existing rule.	No	Long
Quantity Breaks > ID	ID of the quantity break to be used in the transaction. Can be Internal ID, External ID or other unique columns identifying the linked record.	No	Long
Quantity Breaks > Lower Bound	Quantity pricing lower bound. This column will be used to apply quantity based pricing when the feature is released.	No	Big Decimal

Sales price rule entry import file example

Primary Column	Item	Price rule	Quantity Breaks > Rate
1	Smart Bike with Touch Screen Tablet	imported sales price rule 1	899
1	Stationary Bike	imported sales price rule 1	589
2	Stationary Bike	imported sales price rule 2	519