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NSC | CSV Import > Customer Record > Financial tab > Item Pricing subtab > Add Price Level

edited Aug 26, 2022 11:20PM in Accounting / ERP 4 comments

Scenario

User needs to add Items and Price Level to the Customer Record > Financial tab > Item Pricing subtab via CSV Import.


For this example, we will use these 3 items with Internal IDs 16641665 1672. We will be adding the NSC Price Level to the Customer CUS77 NSC Test Customer A with Internal ID: 1072.


Create the CSV File

For this Import, user must create a CSV File with at least the following fields:

  • Internal ID (Customer)
  • Internal ID (Item)


Perform the CSV Import

  • Go to Setup > Import/Export > Import CSV Records

Step 1: Scan & Upload CSV File

Step 2: Import Options

Step 3: File Mapping (Skip -- not necessary since we only have 1 file)

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