Imports Using Quantity Pricing Schedules Example

Quantity pricing schedules are templates that allow you to automatically apply quantity discounts to an item. For example, a schedule defined as Schedule 1 might automatically create a 10 percent discount when a customer buys 15 of your items. For more on quantity price schedules, including how to create them, see Quantity Pricing Schedules.

When an item to be imported uses a quantity pricing schedule, note that your CSV file should define a price only for a quantity of zero for that item. The pricing schedule creates the additional quantities. If you try to define a price for any quantity besides 0 for an item associated with a schedule, your import fails.

Multiple Files Import

If you are using multiple CSV files, you should create one file for the body data and a second file for the pricing data.

The primary file should include body fields such as the item's name, the tax schedule, any account data you want to use, and the quantity pricing schedule for any items that should use a schedule, as shown here:

ExternalId	Item Name/Number	Quantity Pricing Schedule	Cost of Goods Sold (COGS) Account	Asset Account	Income Account	Tax Schedule
item101	Widget 1	Schedule 1	1000 COGS	1000 Asset	1000 Income	S1
item102	Widget 2	Schedule 2	1000 COGS	1000 Asset	1000 Income	S1
item103	Widget 3	—	1000 COGS	1000 Asset	1000 Income	S1

The pricing file must include a separate row for each price level being created for each item. Two price levels cannot be represented on the same row. For example, if you are importing two items and you want to define two price levels for each for Quantity 0, your file must include four rows.

Again, you do not define any quantities besides zero because you are relying on your pricing schedule to create them. If you try to define other quantities for an item associated with a schedule, the import fails. However, note that it is permissible to define different quantities in the file for item records that are not associated with a pricing schedule, as is the case with item103, below.

ExternalId	Currency	Price	Price Level	Quantity
item101	USA	125	Base Price	0
item101	USA	100	Alternate Price 1	0
item102	USA	1999	Base Price	0
item102	USA	1699	Alternate Price 1	0
item103	USA	550	Base Price	0
item103	USA	525	Alternate Price 1	0
item103	USA	475	Base Price	5
item103	USA	400	Alternate Price 1	5

Single File Import

To import similar data using one file only, you should include one row for each item. All of that item's data must be on the same row. (Note that the example below omits the item's name, which would be required if the Add data handling option was selected.)

ExternalId	Quantity Pricing Schedule	Item Pricing 1: Currency	Item Pricing 1: Quantity	Item Pricing 1: Price Level	Item Pricing 1: Price	Item Pricing 2: Currency	Item Pricing 2: Quantity	Item Pricing 2: Price Level	Item Pricing 1: Price
item101	Schedule 1	USA	0	Base Price	125	USA	0	Alternate Price 1	100
item102	Schedule 2	USA	0	Base Price	1999	USA	0	Alternate Price 1	1699
item103	—	USA	0	Base Price	1999	USA	0	Alternate Price 1	1699

Related Topics

Importing Pricing Data for Items

Imports Using Multiple Price Levels and Quantities Example

General Notices