Overview
Price books are essential for maintaining accurate product pricing and supplier information in Fergus. This guide will walk you through the complete process of uploading supplier price books to your Fergus account, from accessing the settings to troubleshooting common issues. By following these steps, you can import product codes, names, costs, and selling prices directly from your suppliers' files, streamlining your inventory management and pricing workflows.
Accessing Price Book Settings
Navigate to your Profile icon located next to the Help (?) button on the far right end of the Navigation bar
Click on ⚙ Settings
Select Price Books from the menu
Click the ➕ Add Supplier button to begin adding a new price book
Adding Your Supplier
You have flexibility in how you name your suppliers:
Enter your actual supplier's name for easy identification
Create a custom price book name, such as "Xero Items", for specialised catalogues
Uploading Your Price Book File
Drag and drop method: Drag the price book file directly from your desktop into the upload box at the top of the screen
Browse method: Click the upload box to open a file browser and locate your file
Supported formats: You can upload .csv and .txt files
Mapping Your Columns
Once your file is uploaded, you'll see a preview of your data. You need to match the columns from your file to the corresponding Fergus fields:
Product Code: Map to the column containing your product identifiers
Product Name: Map to the column with product descriptions
Cost: Map to your cost price column (usually the lower of any available number columns)
Sell: Map to your selling price column
The Additional Search Code field can be mapped to a column containing keywords or alternative product identifiers. This allows you to search for products using these terms, though they won't appear on invoices or purchase orders.
Troubleshooting
Save location: Ensure you save the price book file to your desktop before attempting to upload it to Fergus
Zip files: If your price book is compressed in a .zip file, extract it to your desktop first, then drag the extracted file into Fergus
File format: If your price book is in .xls format, open it in Excel and save it as a CSV file:
Open the file in Excel
Click File > Save As
Set the Save as type to CSV
Processing Time
Most price books are processed within a few minutes of upload. You'll receive a notification once your price book has been successfully processed and is ready to use. Don't worry if you make a mistake during the mapping process. If something looks incorrect, you can always re-upload the price book and adjust the column mappings as needed.
Conclusion
Successfully uploading price books to Fergus streamlines your product management by automatically importing supplier pricing and product information. The flexible mapping system accommodates various file formats and structures. Once your price books are processed, you'll have immediate access to accurate product codes, names, and pricing for use in invoices and purchase orders.