The Upload manufacturer price list dialog takes a manufacturer's file as it comes, works out what each column holds, matches the rows to your product catalog, and stores the costs it can match. You do not need to reformat the file. Open the dialog with Upload price list at the top right of Pricing > Manufacturer price lists.
The dialog moves through four stages: read the file, review the mapping, match to catalogue, apply.
Stage 1 — Price list file
-
Price list file — the manufacturer's file. Required. "Excel, CSV or PDF": .xlsx, .xlsm, .xls, .csv and .pdf are accepted.
When a file is chosen, Vertibid reads it — Reading its rows and columns, then Working out what each column holds — and opens the review stage.
Stage 2 — Review
-
Name — a name for the list, for example "Contract pricing 2026".
-
Manufacturer — the manufacturer the list belongs to. Choose from your manufacturers or add a new one. If the name was read from the file, a note says where. Required before matching.
-
Currency — the currency of the prices. Read from the file where possible; otherwise choose it.
-
Column mapping — the two columns Vertibid needs: the one holding the supplier code and the one holding the unit cost. Each shows the column Vertibid suggests, marked Suggested, with the reason. A column you change is marked Changed. Choose Not in this file if a column is absent. A column can hold only one role.
-
Sample rows — how the rows will be read with the current mapping.
If you have uploaded a file from the same manufacturer before, the review starts from the mapping you confirmed last time: "Using the mapping saved from this manufacturer's last file. Change anything that has moved." If the file cannot be read automatically, the review says why and you choose the columns yourself.
Stage 3 — Match to catalogue
Vertibid matches every row to your product catalog and shows the progress. You can close the dialog and return; the match continues.
Stage 4 — Summary and apply
The summary shows how many rows were read, how many matched a catalog product with a cost, and how many did not. A report of the unmatched rows can be downloaded. Back returns to the review to change the mapping and match again.
To upload a price list
Before you begin
-
You have the manufacturer's price file.
-
The manufacturer's products are in your catalog; only rows that match a catalog product are stored.
Procedure
-
In the left navigation, select Pricing > Manufacturer price lists.
-
Select Upload price list.
-
Under Price list file, drop the file or select the area to browse for it, and wait while it is read.
-
Enter the Name, select the Manufacturer and check the Currency.
-
Check the two suggested columns. Change either if Vertibid has picked the wrong one.
-
Select Next — match to catalogue and wait for matching to finish.
-
Check the summary. To see the rows that did not match, download the report.
-
Select Apply — write N entries, then Done.
A message confirms Price list created, and the list appears in the library with the item count from the summary. Turn it Live when quotes should use it; see C4.1 The price list library.
A boiler manufacturer's Excel list has the part number in column B and the trade price in column F, with a list price in column E. Vertibid suggests B for the supplier code and F for the unit cost, marking E as "other cost column". Matching finds 412 of 430 rows in the catalog; the report shows the 18 that did not match; applying creates the list with 412 items.