Defining Price Sheet Download Parameters

The Price Sheet Download function allows the user to select a file name and format which auto populates the e-mail, FTP and windows direct option. You can run price sheets and have it e-mail a file, such as MS Excel, of the pricing automatically using the parameters you define.

To define the download parameters for a price sheet file:

  1. From the Prc Upd menu, select Print Price Sheets to display Price Sheet Entry.

  2. Display the price sheet for which you want to define download parameters.

  3. Use the Download hot key to display the Download Options.

  4. Complete the download parameters for the price sheet:

Field

Description

File Name

Enter the name you want the file to have each time it is extracted, such as Branch 3 NStock.

File Extension*

Select the type of file you want the extract to be in: .csv, .pdf, .txt, .xlsx, or Other. This field is five characters long.

Column Delimiter*

Select how to separate the values in the file for each column: pipe (|), comma, semicolon (;), tilde (~), none, space, tab, or other. The delimiter is two characters long. In addition:

  • If you select .csv in the File Extension column, the system auto-populates this field with a comma and you cannot edit it.

  • If you select .pdf, .xls, or .xlsx in the File Extension column, the system grays out this field and you cannot edit it because these formats typically are not delimited.

Line Delimiter*

Select how to separate the values in the file on each line: pipe (|), comma, semicolon (;), tilde (~), CR, CRLF, LF, space, Tab, or Other. The delimiter is two characters long.

Trim Blanks

Type Yes to have the system eliminate any blanks that are not delimiters.

No Decimals

Type Yes to remove decimals from the extract.

Footer Comment

Enter any footer comment you want to add, such as "Prices are subject to change without notice."

* If you select Other, the system prompts you for a user-defined entry.

  1. Save your changes and exit the window.

See Also:

Generating Price Sheets

Customizing Price Sheet Headers