A Terms file can be used to update the Actual Cost prices of items in a catalogue within the Prima Database. This is a manual way of updating your pricing, as opposed to the automatic weekly price updates that some suppliers provide.


To create a terms file

  1. Open a new Excel spreadsheet, set the headings in cells A1, B1 and C1 to be ItemCode, CostPrice, SellingPrice. These column headings have to be exact as the import template is case sensitive. 
  2. Populate the table with the required Item Codes and Cost Prices. Terms files may be used to update Selling Prices if required, otherwise leave this column blank. Be sure you haven’t added any formatting to the table, e.g) Pound signs and spaces.
  3. Save the file in .csv format e.g. “Filename.csv”.

To Import a terms file

  1. Locate the file Imports on the machine running the EDC. This is usually found under C:\PrimaV6\Imports
  2. Copy and paste the terms file into this folder.
  3. The EDC must be running for the file to be imported. If the file is imported successfully the terms file will move to the Processed folder by the EDC. If there is an error importing the file, it will be moved into the Bad or Error folder.  If this occurs then check the file for data issues and that the column headings are correct.

Apply the Terms file

  1. In Prima, go to Publications > Terms
  2. Highlight the terms file you wish to apply in the grid
  3. Select the catalogue you need to apply the terms to in the drop down box and press Apply Terms
  4. The terms file will now be applied.