As part of your catalogue setup you can setup discounts according to the PWS discount groups. Instead of typing in each discount percentage for every discount group you can import your discount groups.
To do this you need EQ version 17.11.151 or EQ Flex version 18.1.1151 or above, and a CSV file that is sent by PWS with your terms letter by email.
Prepare to import
- Ensure you have all the PWS brand catalogues installed in EQ that you need.
See how to download catalogues in the article: Download Catalogues.
- Receive your email from PWS with your terms and discount group CSV file attached.
- Save the CSV file from your email into a location on your PC, for example your Downloads folder.
Import the discount groups file into EQ
- From EQ's main toolbar click Supplier List.
- Scroll down to PWS Distributors Ltd and click to select it.
- Click the Catalogues button and then click a catalogue to select it.
- Click the Discounts & Margins button and select Import Provided PWS CSV Format:
- The window opens to show every discount code in the currently selected catalogue.
Your existing discount (if any) is in the column Orig Trade %.
Click the button Import from PWS csv File:
- Locate the CSV file you saved from your email and click OK. You may have selected your Downloads folder.
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You will be shown a status message as EQ reads your CSV file:
Discount Groups Matched: Means a discount group that is in the currently selected catalogue. The percentage discount value will be used for this catalogue.Discount Groups Not Matches: Means a discount group that is in the CSV file but is not in the currently selected catalogue. A discount value against these groups will not be used and will not impact this catalogue. (These discount groups likely belong in a different PWS catalogue).
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The EQ screen now displays all the matching discount groups with their descriptions and type (from the csv file):
The New Trade Disc % column shows the new value that has been imported.
You can double-click the status text Matched, at the top right of the window, to see a list of the discount groups that have been imported, and double-click Not Matched to see a list of the discount groups that have not been imported to this catalogue.
- Check through the discount percentages to check they are as you expect.
- Optionally adjust your supplier margin on each group, by typing a new figure into the column New Supplier Margin %.
- Click Update Discounts Amounts to save those discounts and close the window.
These discounts are now active and will be used when calculating your cost price for products in this catalogue.
- Optionally repeat the steps from step 3 to import discount groups into all your PWS catalogues.