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.
Add Your Supplier Name (whether this is yourself or another name)
Upload Your CSV File
Assign Each Column in your CSV File to the Corresponding Fields
Click the Upload Button
And that’s it—you’re all set! 🎉