Supplier price sheets and live prices

This video covers supplier price sheets: importing a supplier's price list, price history, bringing a quote up to current prices, and searching Home Depot and Google Shopping from the quote builder.

The price sheet

Owners and admins open Settings, then Price Book, then Products, and click Supplier price sheet. A supplier's window under Orders has the same button. Pick the supplier and the file, a CSV or an Excel sheet in their own columns, and Prices as of, the date on their sheet.

Match columns

Click Next: match columns. ECHOPS finds the column titles, and each field gets a column, guessed from the titles or taken from your last sheet from that supplier. Check them against the first rows, shown as they'll be read, and pick the category for new products.

The list price

Your cost is required, with an SKU or description. The list price is never picked for you, because it becomes your client price. When a column looks like one, such as MSRP, the window points it out: pick it only if you want it as the client price.

Review

Click Next: review. Price changes show the old and new cost with the percent. Check this marks a change of more than twenty-five percent, up or down, or a unit that doesn't match. Rows match only this supplier's products: by SKU, then brand and model, then the exact name.

New, missing, skipped

New products are listed with their price. Not in this sheet lists their products the sheet leaves out: leave them, or turn them off, so they stay in the catalog but leave the builder. Skipped rows each give the reason, like no price, or a price that isn't a dollar amount.

Apply

Untick Update prices or Add new products if you only want one. Then click the button, which says what it will do, like Update five prices, add three products. The sheet is checked again and saved in one go, and the supplier's window lists it.

Price history

Each product the sheet matched now shows the date its price is as of. Open one for its price history: every change, where it came from and who made it. In the builder's pickers, a cost more than ninety days old shows Price from, and its date.

Current prices

A quote keeps each product's cost from when it was picked, so a new sheet doesn't change your quotes by itself. When products on a quote have newer prices, the builder says how many. Click Update to current prices to see each one, its client price before and after, and the new total.

Update

Owners and admins also see each cost; members see client prices only. Click Update, and the quote saves with the new prices. Typed lines, store products and cabinet lines stay as they were, and a signed quote never changes. A sent quote stays sent: its link shows the new prices, and nobody is emailed.

Search the store

Need something you don't stock? On the Fixtures step, click Search the store, and switch between Home Depot and Google Shopping, where each result shows its store. Click Add: the store's price goes in as your cost, the step's markup sets the client price, and that store becomes its supplier on the order list.

Save to catalog

Owners and admins can click Save to catalog, pick a category and click Save. It joins your catalog at that price, dated today, and shows in the pickers next time you open a quote.

Import each supplier's new sheet the day it arrives, then update your open drafts before they go out. Next: From change order to invoice.