Overview
You can upload any CSV price book to Fergus, as long as it has the correct information. For example, a CSV file you've created from scratch in Excel or a price book you've downloaded from an accounting package.
How To Use It
No matter where you get your price book from, ensure your file includes at least these required columns:
Product Code
Product Description
Cost Price
Optional columns you can add that Fergus can read:
Sell Price
Supplier SKU
Additional Search Code
If you're making your own custom CSV price book using Excel, click the link below for a CSV price book template to get you started.
Upload the Price Book
Once you have your CSV price book, navigate to Settings > Price Books in Fergus.
Download the Price Book: Obtain the price book file from your supplier, typically in CSV format.
Access Price Book Settings in Fergus: Log in to Fergus, and navigate to Settings > Price Books.
Upload the File: You can drag and drop the CSV file onto the upload screen or select it using the file chooser.
Select Your Supplier: From the list of suppliers, select the appropriate one (e.g., "JA Russell").
Map Columns: Map the columns in the CSV file (such as Product Name, Product Code, Cost, and Sell Price) to the respective fields in Fergus. Ensure all necessary columns are appropriately matched for the import.
Finalise: Click on Upload Price Book to complete the process.
And that’s it—you’re all set! 🎉
Setting Up Price Books via Email
Some suppliers offer price books delivered directly via email. Here’s how to set it up:
Check Frequency: Ensure your supplier sends the price book periodically (e.g., monthly).
Download the File: If you don’t receive the price book by email, download it from the supplier portal instead.
Upload in Fergus: Go to Settings > Price Books and use the drag-and-drop interface to upload the file manually.
Select Supplier Mapping: For suppliers like "Telfers," choose the supplier name from the drop-down list during the upload process.
Troubleshooting Price Book Uploads
If your price book upload fails, follow these steps:
File Format:
Ensure the file is in CSV format. Contact your supplier for a CSV version if necessary.
Verify Data:
Confirm that key fields, such as Product Code, are not blank. Missing required fields can cause the upload to fail.
Clear Cache and Update Browser:
Log out of Fergus and clear your browser cache (instructions).
Update Google Chrome to its latest version (instructions).
Re-Upload:
After addressing issues in your CSV file, try uploading it again. If problems persist after attempting the above steps, contact Fergus Support for further assistance.