Price Books

From the Price books tab, you can upload your price books data to Fairmarkit. To upload data, it must be formatted into a Fairmarkit template. Once uploaded, Fairmarkit will process the data and make it available as you add line items.

Access: To access these settings, you will need to be assigned to the Admin role for your organization and have Price books enabled.

See: Price Books overview (events) for information on how to use price books in your events.

How do I format my data?

To upload data, you will need to add it to the Fairmarkit template. The template ensures that the necessary data columns are included. In addition, your data must be in XLSX format.

Download a data template

1

Click Upload. The Price Books Data window displays.

2

In the Price Books File, click to download the template for your data type.

Required Fields: Title, Currency, Unit of Measure and Price are required fields to upload your Price Book file.

Upload data

1

Click Upload. The Price Books Data window displays.

2

Enter the following.

• Price Book Name: Enter a name for the price book. When adding multiple price books for a supplier, the name must be unique for the supplier in a given date range.

• Supplier & Supplier Company: Select a supplier to associate with the price book.

• Valid Dates: Select the valid date range for the price book.

• Business units: Select one or more business units to associate with the price book. When adding a line item, this field is included when suggesting price book items.

3

Click Add file... and then select your price book file. The file must be in XLSX format.

4

Click Add price book. Your data is uploaded.

Review upload

After your file is uploaded, it will be processed and added to the Price Books list. From this list, you can review a list of price book files and their valid dates.

Download a price books file

1

For a price book line, click actions and then select Edit price book. The Price Books Data window displays.

2

In Price Books File, click the existing price books file name to download the file.

Edit a price book

1

For a price book line, click actions and then select Edit price book. The Price Books Data window displays.

2

You can edit the following:

• Price Book Name

• Business Units

3

Click Update price book.

Delete a price book

• For a price book line, click actions and then select Delete price book. The price book is deleted.

Update price book settings

To further configure your price book settings, click the Settings to access the Price Book settings window. This allows you to update company settings like selecting the matching fields for your events and selecting whether you want to proceed to award when all items match price book items.