How to generate a Price list in the Digital Sales Assistant?
This article will explain how to generate a Price list to edit and reimport in the Digital Sales Assistant.
Admin PAU and Admin PU users can generate a Price List for editing and reimporting into the system by following these steps:
- After logging in, select the first option labeled "Price List."
- A pop-up window will appear. Click the top button labeled "Download Pricelist Template (XLSX)".
- An Excel file will be generated for download.
- Fill out the attached template and save the file.
Do not delete the headers for the file. - When the template is complete, upload the file by dragging and dropping it or by selecting it from your device.
- Optionally, enter a cover title and choose whether to display Sales Prices or Recommended Prices in the PDF. Then, click Generate Price List.
- You will receive a notification when the import process starts and completes, which can be viewed by clicking the bell icon.
The price list is prepared in the background—a process that may require additional time depending on the number of products included in your uploaded Price List file. Once the price list is ready for download, you’ll receive a notification via the bell icon.
8. Once the process is complete, a new price list reflecting your imported data will be created.