To upload pricelists from suppliers, some setup is required first, to match the SolarPlus Product Library Model ID and category, with the Suppliers' Stock Code.
Click + Add Supplier
Enter supplier name, paying close attention to spelling.
Set the Company type as Wholesaler
All other information is optional
Click Create.
2. Update your SolarPlus inventory pricebook with all supplier stock codes
The quickest way to set up your inventory is to get all your stock codes updated in SolarPlus so that you can then upload a simple CSV file with stock code and price for each supplier as you receive an updated price list.
Method 1. Add the Supplier’s stock codes with a pre-built Supplier Stock Code Populate File
This can be done item by item, though the quick way is to upload a Supplier Stock Code Populate File for your specific supplier. This file lists all of the products available from a particular supplier, together with the supplier’s stock code, and the SolarPlus Model ID and category, among other things. Please contact support@solarplus.co for the latest files. Do not add prices to these Populate Files, they are just for setup.
Currently available for:
Ideal Rexel NZ
J.A. Russell Pty Ltd
If your supplier isn’t on this list, please let them know you’d like it to be and move on to Method 2.
Once you have the Stock Code Populate File saved on your computer,
Go to More Setting > Inventory
Click upload .csv
Select your suppliers' compatible .csv pricelist file and click open.
Why is this step important?
It’s important that each item be assigned a category (eg AC Isolator, Energy Meter, mounting etc), so that it appears in the right fields in the design page, and in the right spots in the Single Line Diagram.
For batteries, solar modules and inverters / PCE, it’s also important that they are matched with the correct Model ID which links to our Products Library, and has all the relevant specs and datasheets for that product.
Method 2: Update your SolarPlus inventory pricebook with all supplier stock codes
This method presumes that you already have components loaded from the Product Library and you may also have added other custom products that you sell.
The next step is to update all of the stock codes using an Export & Import process. We do this once only so that we do not have to update each item in the Inventory.
Export all Inventory items OR filter to one category and Export one category at a time.
In Excel filter your list so that you can see all products for one Supplier and order them as they are ordered in the supplier price list. Copy across the stock codes into the SolarPlus sheet.
Repeat for each supplier. While editing you may wish to save the file as XLS to preserve the filtering you have in place.
When done, save the SolarPlus file as a CSV file and then upload that file back into the SolarPlus inventory to update all those serial numbers.
You are now ready for the easy part of updating pricing when you receive a new pricelist from your supplier.
3. Compatible pricelist format.
Once your Supplier’s stock codes are in your SolarPlus inventory, you are ready to upload the pricelist you receive from them. It must be in a specific format, so you may need to open the file in Excel and delete unnecessary columns and change the labels of the headers:
3 columns only, with the headers and contents exactly like this:
Stock Code | Buy Price | Supplier Name | |
|---|---|---|---|
GWES1234 | 12.34 | A1 Wholesaler | |
GWDS223 | 22.33 | A1 Wholesaler | |
|
|
|
Save as a .csv file
4. Upload pricelist
Go to More Settings > Inventory
Click upload .csv
Select your suppliers' compatible .csv pricelist file and click open.
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