Note: This functionality is available only if you have the Estimating Module.
Caution! Always make a backup of your data before you add parts or update prices.
Consider the following points before updating part prices:
| 1 | Open 9-6 Add Parts/Update Prices. |
| 2 | Select Update Part Prices and complete the following as necessary: |
| a | If you want Sage 100 Contractor to match parts based on the Alpha Part#, select Match Alpha Part#. |
| b | Default Cost/Billing Amount is selected by default. Sage 100 Contractor updates the default cost/billing amount for parts in the database. |
Note: Vendor-specific prices will not be applied to new parts but will be applied to Default Cost/Billing Amount.
| c | If you want Sage 100 Contractor to update the Vendor Price instead of the Default Cost/Billing Amount of the 9-2 Parts window, select Vendor Price. |
| d | If you have selected Vendor Price as your update method, in the drop-down list, select the vendor whose source file you are using. |
| e | The path name for the source file appears in the window. |
| 3 | Choose Select Source File, browse, and then select the database file to use for adding parts. |
| a | The Source File Fields under Field Mapping appears. |
| b | If the source file contains descriptive headers or labels as its first line, select First Line is Header. This line is ignored during the import function. |
| 4 | Map the Destination Fields from the Sage 100 Contractor database that correspond to the imported Source File Fields. |
| a | On the left side of the window, under Field Mapping, select the Source File Fields row and the Destination Fields cell that you want to map. |
| b | Under Destination Fields on the right side of the window, select the corresponding Sage 100 Contractor field by double-clicking the field. Alternately, select the Sage 100 Contractor field and then select ENTER or the arrow key to map the field. |
| 5 | Repeat step 4 until you have mapped all fields you want to import to Sage 100 Contractor from the external database. |
| 6 | Click Add/Update. |
| 7 | If any failures occur during the process, an error log appears for your review. |
Tip: You can use your selections to save as a template for future use.
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For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.