Creating a CSV file for price list uploading in Windward System Five involves a few steps. Here's a detailed guide:
1. Gather all the necessary information for your inventory items that you want to update. This typically includes the Part Number, Cost Price, and List Price.
2. Open a spreadsheet program like Microsoft Excel and create a new spreadsheet.
3. In the first row of the spreadsheet, create headers for each piece of information you're including. For example, you might have headers like "PartNo", "CostPrice", and "ListPrice".
The needed columns for the price list CSV file are:
a. Part Number - This is the unique identifier for each item in your inventory.
b. Cost Price - This is the cost of the item from the supplier.
c. List Price - This is the price at which you intend to sell the item to customers.
4. In the rows below the headers, enter the information for each inventory item. Each row represents a different item. Make sure the information in each column matches up with the header for that column.
5. After you've entered all the necessary information, you can save the spreadsheet as a CSV file. In Excel, you can do this by going to File > Save As, then choosing CSV (Comma delimited) (*.csv) from the "Save as type" dropdown menu.
6. Your CSV file is now ready for price list uploading in Windward System Five. The file format should look something like this: ``` PartNo, CostPrice, ListPrice 12345, 45.00, 69.99 abc, 10.00, 20 xyz, 100, 120 ```.
Please note that these steps are a general guide and the exact process may vary depending on your specific system and settings.
