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Create a Pricebook in Comestri
Video Summary
This video shows you how to add prices to a product via CSV file.
Video Transcript
Welcome to Comestri. To begin, let’s sign in to the Comestri application.
In Comestri, a Product can have multiple Prices.
In this video, you’ll be creating Prices for a Product using a CSV file. (Note: You’ll need to have created a Pricebook to ‘hold Prices’ before you create Prices.) Let’s start by clicking Products on the main menu. Next, click Manage Products on the expanded menu.
Next, click the Product Code of the Product to see the Prices listed for it. Here, you’ll select the ‘sports_shoes42_pink’, which opens the Edit Product page.
Click the Prices tab to see the existing Prices for this Product.
Let’s create a new Price using a Product CSV. (Note: You’ll need to have downloaded a Product CSV template before you can add Prices to your Products.)
Here, you’ll create 2 prices: ‘EU Normal’ and ‘EU Sale’. First, enter the Product Code (for the level of the Product that holds the Prices) in the lv1_code column.
Next, enter the Normal Price in the price_item.1.amount column and the Pricebook name (EU Normal) in the price_item.1.price_book column.
Repeat for the Sale Price using the price_item.2.amount and price_item.2.price_book columns. Make sure you save this template as a CSV file.
Keeping copies of your CSV files allows you to re-use them for updating Prices, as you’ll see later in this video.
Next, you’ll upload this CSV file in Comestri. Return to Comestri and click Products on the main menu. Then click Manage Jobs on the expanded menu.
Click the Upload Files button and choose the CSV file from your computer.
Select Product from the Entity type drop-down list, then select upsert as the Operation. Click Save to upload your file.
The Product upsert job is added to the top of the Jobs list on the Manage Jobs page. To check the status of your job, refresh the Manage Jobs page. You’ll see the Status change to ‘Complete’ when the job has finished. The Result column will indicate if the upload is a ‘Success’ or a ‘Failure’.
Next, check the Prices have been correctly added to your Products. Click Products on the main menu. Then click Manage Products on the expanded menu.
Click the Product Code ‘sports_shoes42_pink’, which opens the Edit Product page.
Click the Prices tab to see that the EU Normal and EU Sale Prices have been added to your Product.
Now, you’ll update the Prices you added previously using your saved Product CSV file.
Here, in your saved Product CSV file, you’ll update the prices ‘EU Normal’ and ‘EU Sale’. First, update the Normal Price in the price_item.1.amount column.
Next, update the Sale Price in the price_item.2.amount column. Make sure you save this template as a CSV file.
Next, you’ll upload this CSV file in Comestri. Return to Comestri and click Products on the main menu. Then click Manage Jobs on the expanded menu.
Click the Upload Files button and choose the CSV file from your computer.
Select Product from the Entity type drop-down list, then select upsert as the Operation. Click Save to upload your file.
The Product upsert job is added to the top of the Jobs list on the Manage Jobs page. To check the status of your job, refresh the Manage Jobs page. You’ll see the Status change to ‘Complete’ when the job has finished. The Result column will indicate if the upload is a ‘Success’ or a ‘Failure’.
Next, check that the Prices have been correctly added to your Products. Click Products on the main menu. Then click Manage Products on the expanded menu.
Click the Product Code ‘sports_shoes42_pink’, which opens the Edit Product page.
Click the Prices tab to check that the EU Normal and EU Sale Prices have been updated.