Uploading Data Files from Strategic Pricing Associates
As you are working with Strategic Pricing Associates,
they send you multiple files for your review. Work with them to correct
any errors or make any changes. When you have finalized your data, depending
on your service level, Strategic Pricing Associates
sends you the following files that are appropriate for upload into Eclipse.
Use these files to ensure accurate data entry for your customers, sell
groups, and products.
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Product
Core Status (All service tiers)
The Core Status Assignments file contains all the product ranks
for all your products that were included in your export file.
Your service tier determines which data from the Core Status Assignments
file is included in the upload. The Core Status Assignments file
is available at any service level.
You can change this file using Microsoft Excel before uploading
the pricing components into the system, allowing you to review
and potentially change any of the data before updating prices.
For more information, see the following topics:
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Customer
Size/Sensitivity (Platinum Pricing Service tier)
If you subscribe to the Pricing
Service tier at any level, Strategic Pricing Associates
provides you a Customer Size and Sensitivity Assignments file
that contains customer size and sensitivity assignments for all
the customers that were included in your export.
No new customer records are created.
Because the file contains customer numbers and not customer
names, upload the file and view it in the Customer Size and Sensitivity
Update Queue. Make changes to the suggested customer sizes and
sensitivity assignments from within the queue.
For more information, see the following topics:
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Matrix
Sell Group (Any Pricing Service tier)
If you subscribe to the Pricing
Service tier at any level, you also receive a Product Sell
Group/Vendor file that when uploaded creates or updates Eclipse
matrix cells. If you are using Strategic Pricing,
these matrix cells add an additional dimension to your pricing
hierarchy within Eclipse.
For more information, see the following topics:
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Matrix
Customer/Product (Any Customer/SKU tier)
If you subscribe to the Customer/SKU
tier at any level, Strategic Pricing Associates
provides you a Customer/Product file that when uploaded creates
and updates sell matrix cells at the product level for a customer.
For more information about the file, see Customer/Product
Assignments File.
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Sell
Group Visibility (Any service tiers)
The Sell Groups file contains all the pricing visibility for
all your sell groups included in your export file, including core
status, coreness scores, and vendor visibility. Your service tier
determines which data from the Sell Groups Visibility file is
included in the upload. The visibility file is available at any
service level.
You can change this file using Microsoft Excel before uploading
the pricing components into the system, allowing you to review
and potentially change any of the data before updating prices.
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Important:
Because these files contain factors and settings that directly
affect pricing for your customers, we recommend that you run uploads
after normal business hours at the end of the week or over the
weekend.
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All updates are from the point in time that you complete the upload
going forward. Orders that exist in your system prior to the upload are
not affected by the pricing changes. If you changed your customer categories
after you exported data and sent it Strategic Pricing Associates,
your categories in the import files and what exists in your system may
no longer match. Any mismatches are logged as errors in your Hold file
when you complete the upload.
Strategic Pricing Associates
sends you data in a .txt file. You can upload the data directly from the
.txt, or change the file to a XML spreadsheet, manipulate the data there,
and then upload the XML spreadsheet. If the system encounters an error
during the upload, it stops processing at the point of the error and sends
an error report to your Hold file with the details about the line in the
file caused the error.
To
save a .txt file as an XML spreadsheet:
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Open the .txt file in Microsoft
Excel.
The Text Import Wizard Displays.
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In Step 1 of 3 of the wizard,
select Delimited in the
Original data type field
and click Next.
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In Step 2 of 3 of the wizard,
select Tab in the Delimiters field.
All files your receive for upload from Strategic Pricing Associates
are tab delimited files.
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Click Finish
to display the content of the file in Excel.
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Making any necessary changes
to the file.
You can update any data in the file, except the
customer service agreement date.
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From the File
menu, select Save As.
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In the Save
as type field, select XML
Spreadsheet and click Save.
To
upload pricing data from Strategic Pricing Associates:
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Save the .txt file as a spreadsheet
file in XML format.
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From the Maintenance > Price Maintenance
> Strategic Pricing > File Uploads
menu, select File Uploads
to display the Strategic Pricing Uploads window.
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In the Upload Type field,
select the type of data contained in the file you want to upload.
See the descriptions above for reference.
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Important:
Uploading the Product Sell Group/Vendor Pricing Structures
and the customer/Product Pricing Structures creates and updates
sell matrix cells in your pricing structure. Perform these
uploads at a time when it is appropriate to update pricing
for your customers.
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In the File Name field,
enter the path to the file that you want to upload.
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Do one of the following to upload the contents
of the file:
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From the File menu, select
Begin
to upload the contents of the file now.
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From the Options menu,
select Schedule
to schedule the file to upload at a later time.
See Also:
Product Core
Status Assignments File
Product
Sell Group/Vendor Pricing Structures File
Customer
Size and Sensitivity Assignments File
Customer/Product
Pricing Structures File