* This template can be used for multiple companies, where a contract does not exist and is for new customer contracts only, if a customer contract already exists for the company that you wish to import the contract for you will need to Delete All Lines from the contract prior to re-importing a new contract. Alternatively, please see the link for ‘Importing/ Updating an Existing Customer Contract’.
1. The first step you need to take is to contact the Support Team for the Contract Import Template. Contract Import Format: AccCode ItemCode InvDesc UnitType PackSize SellingPrice MarkupMargin
2. The template column names must be left as they are in the file and no other columns can be added. Any changes to these columns will result in the import failing.
3. The SellingPrice is a net price, or you can import the list to work off the MarkupMargin column which will use the value entered as a percentage margin/markup from current cost of the product unit.
4. Populate the columns with the contract items and pricing etc. and once you are happy with the Contract Import template, save the file as a CSV File.(Comma separated values)
5. Please note, for PackSize the format required is numeric. For example,an each pack size would be ‘1’ and a pack of 2 would be ‘2’ and so on.
6. You then need to drop the saved CSV Contract into the Imports folder as you would for the Catalogs. The directory for this would be: My Computer >C Drive > Prima V6 > Imports. When the Contract has been picked up by the EDI, it will be placed into one of the folders in the Imports Folder (processed, failed etc).
7. Please ensure the machine in which you are performing this has the EDI running otherwise the Contract will not be imported as the EDI will be unable to pick up the file. You can run the EDI from your personal machine for the import but we would advise to close the EDI and re-run from the main EDI machine once the Import has complete.