Removing customer price lists

There is no specific menu item to remove a customer price list, but there are two ways in which you can remove an existing price list:

Manually deleting items

Watch this video to see how to manually delete a customer price list or follow the steps below it.

Navigate to the correct window

  1. Navigate to Debtors / Debtor Price List Maintenance.

Call up the appropriate account

  1. Enter (or select) the appropriate account number in the Account text box.

Delete the items

  1. Select an item in the ITEM NUMBER column and press the Delete button on your keyboard.
  2. Repeat this for all existing items on the price list.

Save the changes

  1. Click the Accept button.

Importing non-existing items

This process works exactly the same as when you import a price list, but instead of completing the spreadsheet with the correct item numbers you enter one non-existing item number and select the Replace Lists option from the Options group.

Download the template

Download the template at the bottom of this guide.

Create the CSV file

  1. Open Microsoft Excel (or any other suitable alternative).
  2. Enter the information in the appropriate columns, (you only need to add one bogus item number with its information in order to overwrite the entire existing price list).
  3. Save the file in spreadsheet format (in order to refer to it later if needed).
  4. Delete all headings, instructions and other tabs.
  5. Save the file in CSV format.
  6. Close the file.

Navigate to the correct window

  1. Navigate to System / Import Utilities / Accounts / Import Account Pricelist.

Specify the import details

  1. Select Replace Lists from the Options group.
  2. Enter the start date of the price list in the Start Date text box.
  3. Enter the expiry date of the price list in the Expiry Date text box.

Import the file

  1. Click the Open File button.
  2. Select the CSV file you created in the previous steps.
  3. Click the Open button (or double-click the file).
  4. Do a superficial check of the import and make any required changes.
  5. When you are ready to run the import, click the Accept button.
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