This article covers how to import price lists (catalogs) via CSV as well as automatically.
Customer pricing in Convictional is driven by price lists. Price lists also determined what products a given trading partner of yours is able to view and purchase. So consider our price lists part pricing, and part catalog. Almost all B2B pricing use cases can be supported by price lists.
The purpose of a price list is to apply pricing for one or more B2B channels. The price list determines how much you get paid by your buyer, and how much the end consumer pays for your products in retail channels (where relevant).
Prices in Convictional require a bit of basic math. Here is how the math works:
- Base price is how much our sellers charge our buyers. Simple.
- Markup is how much to add to that base price to arrive at a "retail" price.
- Conversion is the difference in currency between base and markup.
If you are starting from retail prices, trying to figure out your B2B prices, here is how it works:
- If you take the markup out of your retail price, you should arrive at base price. For example: retail is $100, the wholesale/B2B price is $60. The markup would be $40.
- If you choose "percent" as the markup type, then the markup should be how much percent you want to add to the original price. For example:
Base price is $100. You want the retail price to be $250. The markup is then 150%.
- Conversion rate is applied to the price (ie. base plus markup) in order to calculate the final retail price. Say you want to set your pricing worldwide in USD, but charge consumers in local currency. With Convictional you can, but you need a price list *per currency*.
Follow the steps below to create a price list automatically:
Head over here to create your price list and click on the "Create" button on the top right corner
Fill in the values and click on "create prices" if you want to apply the discounts to all.
If you want to customize the markup amount for certain products, go to step 3.
The above values would create the price list with the following values for ALL products:
- Base price = Retail price - 100
- Markup amount = 100
If you choose "Percent" as the Discount Type then the price list is generated with the following values for ALL products:
- Base price = Retail price - Discount %
- Markup amount = Retail price - Base price
STEP 3 - Custom Markup Amounts:
Click on the following toggle if you want to change the values for certain products.
Remember to fill in the "discount off retail" values before clicking on the above button
Filling in the "discount off retail" values before and clicking on the above button, opens up a box where you can edit the markup amount and the base price. This is what it would look like before manually editing the values:
Edit the values and click on "Create Prices".
Manual - Importing CSV
To import pricing via CSV, please use the following format:
List Name, Currency, Conversion Rate, Rounding, Sku, SKU Cost, SKU Markup, Markup Type, Min Units (Quantity Break)
ie. Price List,USD,1.2,99,54321,9.99,5,fixed,10
Price List Name (0): A descriptive name for the price list (‘price list’)
Currency (1): currency of the shop(s) you want to sync with. (‘CAD’)
Conversion Rate (2) percentage markup (‘200’ = prices x 2)
Rounding (3): last two digits you want prices rounded up to (‘99’ = $1.99)
Sku (4): A variant-specific SKU (‘ABC-123’)
Base Price (5): base price for that SKU (‘9.99’)
Markup (Amount) (6): in percent (ie. ‘120’) or dollars (‘5’)
Markup Type (7): ‘fixed’ for dollar markup or ‘percent’ for percentage
Quantity Break (8): the number of units ordered for this discount to apply. Default: 1
Remember to leave empty spaces for optional fields so we can map each one
We currently accept CSV files only, Excel format have to be exported to CSV first
You can find a template for uploading pricing here. You can go to File > Make A Copy, and that will create an editable template. Alternatively you can go to File > Download to get a local copy.
Once you have filled out the template with the pricing, head over here to upload it. You'll notice any existing price lists you have as well as a button for uploading the list you prepared:
Click `Upload` and you'll be prompted to select your price list from the files on your computer
The next step would be to add a partner. If your partners are already added, you would have to assign your partner your new price list. Here's how you invite a partner.