B2B Excel Solutions

First, confirm that B2B Excel Solutions is enabled. See B2B Solutions User/Role Rights for more details.

1. Navigate to Master Data, click Vendor Purchase Catalog, and then click B2B Excel Solution.
2. In the Vendor field, enter the name of the vendor that includes the items you want to export and then click Refresh to view the items.
3. Click Export to Excel.
4. Save the file to your hard drive to modify it.

   Note:

   Do not add items to this file. The only columns you can edit are Price new, Discount new, Valid From, and Valid Until.
5. Make your edits and then save the file.
6. Within the B2B Excel Solutions module, select Import from Excel, browse for the excel file, and then click Upload.
7. If any errors occurred, a PDF appears with these details.
8. If you made any price updates to the Excel spreadsheet, then you must accept these changes in the Vendor Purchase Catalog. Links to these price changes are shown in the B2B Excel Solutions module next to the Vendor field.

Accepted changes are logged in the Vendor Purchase Item Audit Trail if this feature is enabled.