Exporting/Importing Pricing Rules

Fishbowl has two features that are closely tied together: the ability to export pricing rules and the ability to import that same type of data. You could use the Export feature to create a file containing your pricing rules. You could then send that file to a franchise who could Import it into their version of Fishbowl to update their pricing rules. An Import will create/update any Pricing Rules having the same name as those in the import file.

Formatting the Data

You must create a CSV file formatted in a way that Fishbowl knows what to do with the data. This is easiest to do with a spreadsheet program.

When the pricing data is Exported it will be formatted according to the table below. If you are Importing the data file must be formatted according to the table below.

All fields will be one of two types:

Text - A textual value. May contain any character, but if it contains a line break, comma or double quote, it must be wrapped with double quotes on both ends. If a field is wrapped, all text must be inside the double quotes. Double quotes in the text value must be doubled to import properly
Numeric - A decimal number greater than or equal to zero with up to four digits after the decimal point. The number must not have thousands' separators in it - 1234.56 is a valid number, while 1,234.56 is not.

Fields of a Pricing Rule file.

Column Name	Type	Description
name	Text	The pricing rule's name. (30 character limit)
description	Text	The pricing rule's description.
isActive	Text	"TRUE" if the pricing rule is active. "FALSE" otherwise.
productInclType	Text	Describes how the pricing rule affects products. Possible values are: All - meaning the pricing rule affects all products. Product - meaning the product field contains the name of the product to affect. Product Tree - meaning the product field contains the name of a product tree node. All products under that node will be affected by the pricing rule. Required
product	Text	The name of either the product or product tree node the pricing rule affects. See productInclType above.
paApplies	Text	"TRUE" if the pricing rule applies a price adjustment. "FALSE" otherwise.
paType	Text	One of the following Markdown - The price is marked down by a percentage specified in the paPercent field. Markup - The price is marked up by a percentage specified in the paPercent field. Margin - Calculates the price using the Gross Margin formula: price = Cost / (1 - %). Percent - The price is the Cost * % Amount - Adjusts the price using Cost plus or minus the amount. Fixed price - Sets the price to be a specific amount. Required
paPercent	Numeric	When the paType field is "Percent Price Adjustment" this field is used to adjust the price by this percent.
paBaseAmountType	Text	Which price should the adjustment be made on. The following are valid values: Average Cost Default Vendor's Cost Last Cost Product Price Standard Cost Customer Last Price List Price - The calculated list price. Either the Product_Price (if there are no Tier-1 pricing rules or the caculated price after Tier-1 rules have been applied.
paAmount	Text	When the paType field is "Amount Price Adjustment" or "Set Unit Price" this field is used to adjust/set the price by/to this amount.
rndApplies	Text	"TRUE" if the pricing rule rounds the price. "FALSE" otherwise.
roundType	Text	How prices are rounded. Valid values are as follows: Round to nearest Round up to nearest Round down to nearest Required
rndToAmount	Numeric	The amount to round to.
rndIsMinus	Text	Whether you subtract (TRUE) or add (FALSE) to the rounded amount.
rndPMAmount	Text	The amount to add/subtract from the rounded amount. When zero, only rounding occurs.
customerInclType	Text	Describes how the pricing rule affects customers. Possible values are: All - meaning the pricing rule affects all products. Customer - meaning the customer field contains the name of the Customer to affect. Customer Group - meaning the customer field contains the name of a Customer Group. All customers in the group will be affected by the pricing rule. Required
customer	Text	The name of either the Customer or Customer Group the pricing rule affects. See customerInclType above.
dateApplies	Text	"TRUE" if the pricing rule is applied only between certain dates. "FALSE" otherwise.
dateBegin	Text	The beginning date the pricing rule is in effect.
dateEnd	Text	The ending date the pricing rule is in effect.
qtyApplies	Text	"TRUE" if the pricing rule is applied only for certain quantities. "FALSE" otherwise.
qtyMin	Numeric	The minimum quantity that must be purchased before the pricing rule is in effect.
qtyMax	Numeric	The maximum quantity that can be purchased for the pricing rule to be in effect. If this is zero, then there is no upper limit on quantity.
isAutoApply	Text	"TRUE" if the pricing rule is to be applied automatically as products are added to a Sales Order. "FALSE" otherwise.
isTier2	Text	"TRUE" if the pricing rule is used to calculate a Tier 2 price. "FALSE" otherwise. When the pricing rule is based off of the "List Price" (see paBaseAmountType above) it can be calculated using Tier 2 type of rules. These rules are applied first to establish a list price which other rules can then be based off of.
dateCreated	Text	The date the pricing rule was created in the system. This value exported but is not imported.
dateLastModified	Text	The date the pricing rule was last modified in the system. This value exported but is not imported.

The file must contain column names in the first row, using the column names in the table above.