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Create a Pricebook in Comestri
Video Summary
This video shows you how to add Prices to products using a Price Item CSV file.
Video Transcript
Welcome to Comestri. To begin, sign in to the Comestri application.
In Comestri a Product can have multiple Prices.
In this video, you’ll be creating Prices for 2 Products using a Price Item CSV file. (Note: You’ll need to have created a Pricebook to ‘hold Prices’ before you create Prices.)
Start by clicking Products on the main menu, then click Manage Products on the expanded menu.
Next, click the Product Code of the first Product to see the Prices listed for it. Here, you’ll select ‘sports_shoes42_pink’, which opens the Edit Product page.
Click the Prices tab to see the existing Prices for this Product.
To view the Prices for the second Product, click Products on the main menu, then click Manage Products on the expanded menu.
Here, you’ll select the ‘fancy_shoe_blue’, which opens the Edit Product page.
Click the Prices tab to see the existing Prices for this Product.
Now, let’s create new Prices using a Price Item CSV. In your spreadsheet application, create a new spreadsheet.
Let’s start by naming the headers in this spreadsheet. The first 3 are mandatory: ‘product_code’, ‘price_book_name’ and ‘amount’. Extra headers can be added if necessary, including ‘from’, ‘to’ and ‘description’.
For the first Product, create 2 prices: ‘NZ Normal’ and ‘NZ Sale’. First, enter the Product Code (for the level of the Product that holds the Prices) in the product_code column.
Next, enter the Pricebook name ‘NZ Normal’ in the price_book_name column and the normal Price in the amount column.
Repeat the process for the ‘NZ Sale’ Price, adding values to the product_code, price_book_name and amount columns. Note that each price must be entered on a different row.
Now, repeat this process to add the ‘NZ Normal’ and ‘NZ Sale’ Prices for the second product. Make sure you save this spreadsheet as a CSV file.
Next, upload this CSV file to 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 PriceItem from the Entity type drop-down list, then select upsert as the Operation. Click Save to upload your file.
The PriceItem 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 all the Prices for this Product. You’ll see that ‘NZ Normal’ and ‘NZ Sale’ Prices have now been created.
Next, check the Prices have been correctly added to your Product – ‘fancy_shoe_blue’. Click Products on the main menu, then click Manage Products on the expanded menu.
Click the Product Code ‘fancy_shoe_blue’, which opens the Edit Product page.
Click the Prices tab to see all the Prices for this Product. You’ll see that ‘NZ Normal’ and ‘NZ Sale’ Prices have now been created.
Now, you’ll update the Sale Prices you added previously using your saved CSV file. To ensure you don’t modify the other Prices by mistake, you’ll delete the rows for the Prices you are not updating. Deleting these rows will also mean the update runs much faster.
You’ll now update the ‘NZ Sale’ Price for both Products.
First, update the Sale Price for the ‘sports_shoes42_pink’ in the amount column. Next, update the Sale Price for the ‘fancy_shoe_blue’ in the amount column. Make sure you save this spreadsheet 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 PriceItem 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 updated on 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 all the Prices for this Product. You’ll see that the ‘NZ Sale’ Price has now been updated.
To check the Price has been correctly updated for your Product – ‘fancy_shoe_blue’. Click Products on the main menu. Then click Manage Products on the expanded menu.
Click the Product Code ‘fancy_shoe_blue’, which opens the Edit Product page.
Click the Prices tab to see all the Prices for this Product. You’ll see that the ‘NZ Sale’ Price has now been updated.