Step 1: Upload the price list
- Open Inventory > Products for equipment, or Inventory > Pools for pools, and click Import price list.
- Choose whether the price list updates Equipment or Pools.
- Click Choose file and select the price list.
- If the file has more than one sheet, choose the Sheet to import. Each import reads one sheet, so import other sheets separately.
- Click Continue.
Before you begin
Supplier imports are available only when enabled for your account. If Import price list is missing, ask your administrator or Neptune support about access.
- You need to be an admin.
- Have the price list as an Excel (.xlsx, .xls) or CSV file. If the supplier sent a PDF, ask them for a spreadsheet version.
- Review the proposed sell prices for new products during the import. If your organisation needs a default import markup, ask Neptune support to confirm its setup; the current organisation settings page does not expose that control.
Step 2: Supplier and columns
Who is this price list from? Enter the supplier’s name, for example “Leisure Pools”. Neptune suggests one from the file. Use the same name every time you import from this supplier: Neptune uses it to remember the supplier’s columns and which of your products each of their items matches.
Which row has the column headings? Most price lists have a title above the table. Choose the row that contains headings such as Model, Code or Price.
Columns. Match each Neptune field to a column in the sheet:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | The product or model name. |
| Cost | Yes | Your buy price for one item. If the list has several prices, choose the one you pay. |
| Custom freight | No | Pools only. Match a Freight or Custom Freight column to save each amount as the pool’s custom freight. |
| Code | No | The supplier’s product code. Strongly recommended: codes give the most reliable matches. |
| Sell price | No | The supplier’s recommended retail price, if you want to use it. |
| Category | No | Equipment only. Used to suggest a category for new products. |
| Size, Volume, Loads | No | Pools only. Used to match pools and fill in new pool details. |
Neptune suggests a match for each field. Check the Preview below the columns to make sure names and costs look right. Rows without a name and a cost, such as headings and notes, are skipped.
For pools, choose the pool’s buy price as Cost and map any separate freight charge to Custom freight. Do not include a separate delivery charge in the freight column.
Click Review changes when you’re happy. Neptune saves these columns for this supplier, so next time they’re filled in automatically.
Next time you import from this supplier
Neptune remembers which of your products each of the supplier’s items matches. When their next price list arrives, import it the same way. Items you’ve imported before are matched straight away, so you only need to review the price changes and any new items.