How to amend and create Sage 200 Price Bands from Excel
This tutorial demonstrates how you can create and amend price bands in Sage 200 from Excel using Excelerator add-in. To see this live, book a free demo.
View a video of this tutorial here:
Use Excelerator to work with multiple price bands at once
You can work with a single price band at a time, but here we will add stock items to multiple existing price bands. To begin, click log in. Your windows credentials will be used automatically if you have Sage 200 version 2013 or later.
Ensure ‘Use Price Band Ranges Side By Side’ in the ‘Options’ is checked and the ‘Number of Side-By-Side Items’ is set to the number we wish to work with, in this case 2.
Now we can download the price bands by clicking the ‘Download’. We will select “Aug. Prices” and “Sept. Prices”.
You will now see the price bands in the spreadsheet.
To add new stock items, right-click and browse under ‘Stock Item Codes.’
Select the stock items and then click ‘Add Selected’ and ‘Ok’ to download them.
Click ‘Populate’ to populate the standard prices of newly added stocks.
We will now enter the prices.
Click ‘Validate’ to make sure the data adheres to Sage 200 rules.
Click ‘Save to Sage’ to upload this data directly to Sage.
It’s as simple as that. Our price bands have been amended.
Let’s go back into Sage 200 and check these newly amended Price Bands.
Designing your own spreadsheet templates
Excelerator also allows you to create custom templates using the Designer.
Start by clicking the designer button.
In the designer, you will find all standard Sage fields are available, such as:
Price band name
Price band description
Price band currency
Price band type (default universal)
Price band start date
Price band end date
Selling price terms (default zero price)
Price from price band
Enter the number of rows needed. For this template, we will enter 20.
Next, we will add fields by checking the boxes. Here we will add:
Name,
Description,
Price Band Type,
Start Date,
End Date,
Stock Item code,
Standard Price, and
Price
Our template is now ready to go.
We will name the price band, add a description, and choose its type
If you want to create this price band for a specific period, set the start date and end date.
We can add stock items by right clicking and browsing the cell.
Finally, we set the prices.
Validate to make sure the data adheres to Sage 200 rules.
Then click ‘Save to sage’. It is that easy.
If we open Sage 200 again, we can see that we have just created a new price band using Excelerator.
Excelerator makes it simpler to quickly manage price lists for various requirements.
Where to go from here
Contact us to discover more about the price band module and to see a live demo.
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