Within the Supplyframe platform, your Contract Pricing files can be used across all modules(BOM Insight, Quoting, Demand Management) for various applications as a price source. Admins or those with permissions set to view/edit can make changes to Contract Pricing files.
Upload New Contract Pricing
Click on Reference Tables in the top navigation bar and then on Contract Pricing to display all the existing files in your account or to upload a new one. To add a new Contract Pricing, click on Upload Document to import your file.
Then click on Browse to select your file. You will need to have a unique Name. The default is your upload file's name, and can be edited by typing in the Name field. When your file has multiple tabs, select the appropriate sheet within your file from the dropdown.
Then you need to verify that your columns have been correctly mapped as applicable. If your data has been incorrectly mapped, you can click on the dropdown icon next to the column header to change the column header mapping. You are required to map any labeled "Required" fields, as well as the IPN/CPN or MPN. The required fields will have an * (asterisk) next to their name.
When you have finished with your mappings, click on Upload. Your new Contract Pricing will be saved.
When uploading Contract Pricing, the following fields checked in order to validate a line as unique: Start date, End date, Price, Qty, MPN, CPN, and Supplier.
Note: The MPN field when uploading a Contract Pricing is a max of 50 characters.
Edit Existing Contract Pricing
Once a contract pricing file is loaded, you have the ability to Export, Edit, Delete, or Add new item.
Edit File Name or Cells
To make changes to an existing contract pricing file's name, at the top of the document click on Edit. Type in the updates to your File Name and click on Save.
In order edit individual line item details, click into the cell you want to modify. Update the information and then hit enter/return in order save the changes.
Add New Item
If you need to add any additional line items at a later time, you can click +Add New Item within a specific file. Within the side modal, fill in all the necessary details within the fields.
The fields marked with an asterisk are required. Click on Save New Item to finish.
Export
Clicking on Export will automatically download an excel file of this Contract Pricing list.
Delete
In order to remove the entire contract pricing file, click on Delete. It will ask to verify, "Are you sure you want to remove?". Click on "Yes, I'm Sure" to complete the deletion.
Supplyframe will use the default US date format of MM/DD/YYYY for your Excel file upload. If the application recognizes that the date provided is in DD/MM/YYYY, then it will display it as MM/DD/YYYY.