QuickBooks Desktop: Upload Volume Pricing

This article is meant for admin users.

You can upload custom pricing and quantity-based pricing directly in Crik-IT. Please reach out to us at support@crik-it.com if you'd like us to enable this feature for you.

Once enabled, you'll find the 'Upload Volume Pricing' feature in the Tools tab.

You can download the pre-formatted spreadsheet included in 'Upload Volume Pricing'. The pre-formatted spreadsheet also includes instructions—click here to see those below as well.

This feature allows you to upload a spreadsheet specifying item prices under different Price Levels and set quantity-based pricing for items within those Price Levels. You can set up quantity-based pricing for up to 10 quantity breaks per item.

You can also set quantity-based item prices for customers who don't have a Price Level. To do so, enter CI-DEFAULT as the PricelistID on the spreadsheet.

Put 99999999 in the QtyBreak column following the last quantity-based pricing for an item.

If you'd like to provide special item pricing (i.e., override QuickBooks default prices) for any customer or group of customers, even if volume pricing doesn't apply, you can set up the special pricing by using SRP01, Cost01 and putting 99999999 in the QtyBreak01 column. You must put the customer(s)' Price Level in the PricelistID column.

Please note: If you wish to set custom item prices and/or custom quantity-based prices for customers via the 'Upload Volume Pricing' feature, you must assign a Price Level to applicable customers in QuickBooks (click here). Crik-IT reads the Price Level assigned to a customer, then reads the item prices for that Price Level (from the uploaded spreadsheet) to determine which cost to display on orders and on the customer's Items tab.

Instructions

Rows 2 through 5 show sample data.
Do not delete or change row 1.
Before entering your own price list info, delete from row 2 to the end.
Do not add or change the columns.
VendorSKU must exactly match the Name of your QuickBooks item, and cannot exceed 50 characters.
ItemDesc is ignored by Crik-IT. It's here for your information and use only.
SRP01 is the Suggested Retail price that will be used if the quantity being ordered is greater than 0 and less than or equal to QtyBreak01. This is shown as the SRP on the customer's item list in Crik-IT and on the Price List report that customer users can print from Crik-IT.
Cost01 is the price Crik-IT will use on orders if the quantity being ordered on an order line is greater than 0 and less than or equal to QtyBreak01, and is shown as the Cost on the item list in Crik-IT.
SRP02 is the Suggested Retail price that will be used if the quantity being ordered is greater than QtyBreak01 and less than or equal to QtyBreak02.
Cost01 is the price Crik-IT will use on orders if the quantity being ordered on an order line is greater than 0 and less than or equal to QtyBreak01, and is shown as the Cost on the item list in Crik-IT.
SRP03 through SRP10, and Cost03 through Cost10 work similar to SRP02 and Cost02.
If the quantity being ordered does not fall within one of the 10 QtyBreak ranges, the price from the QB item will be used.
Note that Costs in this spreadsheet & in Crik-IT is different from the cost in QB item. In QB, cost is YOUR cost from your vendor. In Crik-IT, Cost is the price your customer pays you… i.e. it is THEIR cost.
PricelistID must exactly match the price list code you enter for your customers. If you don't have different prices for different customers, leave this column blank.
If you don't include a line for every item for a price list, missing items will use the price info from the QB item.

If you have any questions on this, please don't hesitate to reach out to us at support@crik-it.com.

How can we help you today?

Search

Instructions