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How to export customer and supplier pricing to .CSV

This article will take you through the steps of exporting customer pricing & supplier pricing in .CSV format.

There are two ways to export pricing:

  1. Export pricing for a specific customer/supplier
  2. Export pricing for ALL customers/suppliers

Export Customer Pricing:

a) For a specific customer:

Go to Masters - Customers - Click on a customer listing - In the Custom Pricing Box click on Export Pricing - Select relevant fields - Export

How to export pricing of ALL customers in a single .csv file ?

Go to Masters - Customers - Click on the large gear icon on the top right - Click on Export Pricing - Enter the date range and select the fields you want - click on Export

The same needs to be followed for the Suppliers section too. Go to Masters - Suppliers - click on the top right gear icon - Enter the date range and select the fields you want - click on Export





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