Within the Supplyframe platform, your Cost Sets 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 Cost Sets files.
Upload New Cost Sets
Click on Reference Tables in the top navigation bar and then on Cost Sets to display all the existing files in your account or to upload a new one. To add a new Cost Sets, 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 Cost Sets will be saved.
When uploading Cost Sets, the following fields are 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 Cost Sets is a max of 50 characters.
Edit Existing Cost Sets
Once a Cost Sets 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 Cost Sets 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 Cost Sets list.
Delete
In order to remove the entire Cost Sets 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.
Dates
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. Please note, that for use in the Quoting module, you must have a Start Date and Expire Date for each line item.
Please Note: Part Master can only accept uploads of .xlsx and .csv. Uploads are limited to 50MB each.