DAVION

SYSTEMS

Importing Prices

 

Prices, or more specifically, price definitions, may be imported from an external Excel spreadsheet. Each price definition on the external spreadsheet must be contained on a single row and must include:

1.   Price name (can spread over several columns, e.g. Item/Type/Version).

2.   Quantity unit (e.g. hours, tons, each). If all quantity units are the same, they need not be shown explicitly on the spreadsheet.

3.   Unit price (e.g. $100 per hour, $58 per ton, $5.75 each). Currency symbols and quantity units included with unit prices will be ignored, since these are specified separately.

4.   Comments or notes may optionally be provided in a separate column.

 

Import Process

With your Mandrel datafile open, use menu command Tools Menu/Import Price List to initiate the import process. After the price list spreadsheet has been opened, the Price Import form will appear.

 

 

Price data can be imported in either New Data mode or Update mode.

 

New Data Mode

Price definitions will be imported as new data. Any new price whose name is the same as that of an existing price in the Mandrel datafile will be rejected.

 

Update Mode

The unit prices, currencies and comments of the new data will overwrite those of prices with the same name in the datafile. Any price whose quantity unit is different from its counterpart in the datafile will be rejected. Prices which do not have a counterpart in the datafile will be imported as new data.

 

Data Columns

•    Price names can spread over several columns (e.g. Item/Type/Version).

•    There must be a unit price column. Only the numerical data in this column will be used. Currency symbols and quantity units in this column will be ignored. N.B. if an entry in the price column contains a comment containing numeric characters, such as ‘see note 1’, this must be edited out before importing because Mandrel could interpret it, in this particular instance, as a unit price of 1.

•     If different quantity units (e.g. tons, litres, and each) are used, they must be shown in a separate column. If quantity units are all the same, you do not need a separate column for them, but can simply type the unit into the box provided. For individual items, use the term each or equivalent.

•    You may optionally have a comments or notes column.

 

Data Rows

•     If you only want to import a subset of the prices on the spreadsheet, hide the Price Import form by clicking on Cancel, then click and drag to select that subset on your spreadsheet before recalling the Price Import form with menu command Tools Menu/Import Price List.

•     If nothing has been selected in this way, Mandrel will seek out all inhabited rows in the Unit Price column. Items with no entry or a non-numeric one (e.g. no charge) will be ignored.

•    You can change the row selection manually by typing in new row numbers.

 

Numeric Format

Mandrel filters out everything in the unit price column except numeric characters. You must therefore tell Mandrel which numeric format is in use on your external spreadsheet by selecting the appropriate one from the Numeric Format box on the form.

 

Currency

You must manually select the currency in which the prices are given using the drop-down list on the form. (The list will show your base currency by default.) Mandrel will ignore any currency symbols in the Unit Prices column.

 

Price Groups

If you expect to have a large number of price definitions in your datafile, they will be easier to use if they are subdivided into named groups.

•    To assign prices to groups, type the group name into the box provided or select an existing group from the drop-down list.

•    To assign a subset of items on your spreadsheet to a group, click and drag to select the items before calling the Price Import form. If you do not select a subset, all the prices on the spreadsheet will be assigned to the group.

 

When you have completed the import, return to your Mandrel datafile via the Windows drop-down list (on the right hand side of the main menu). Use menu command Setup Menu/Prices to check that the import was successful.