Inventory parts and pricing.

What service do you use for parts and pricing in Service Management?  Is it easy to import and update?  

Parents
  • 0

    Thank you for your post !

    We currently do not import/update the pricing of parts in Service Management via third party software. Parts and pricing are updated directly within Service Management.

    If you're company uses both Service Management and our Sage 300 CRE Inventory module, you may follow the steps in article 22360 - "How do I update the sell price of an item or part when I use the SM Synchronization tool in Inventory?" to update that information. This article can be accessed by logging into our support knowledgebase with your registered user name and password.

    Hope that helps!

  • 0 in reply to Kaohu Ah Yo

    This doesn't help, I already know how to update sell prices in SM/inventory.  We do not have the separate purchasing/inventory module, as I was told we didn't need it when the system was purchased in 2005.  I was told by the sales person that we could import inventory lists and update cost prices directly within SM/inventory. Eventually I had to hire someone to write a macro so that could be accomplished, however fields have changed and I would have to have someone rewrite it.  I thought there might be an easier method other than separately entering updated costs for hundreds of parts. That is why I'm wondering what other companies do. Other than that issue, I love Sage!

Reply
  • 0 in reply to Kaohu Ah Yo

    This doesn't help, I already know how to update sell prices in SM/inventory.  We do not have the separate purchasing/inventory module, as I was told we didn't need it when the system was purchased in 2005.  I was told by the sales person that we could import inventory lists and update cost prices directly within SM/inventory. Eventually I had to hire someone to write a macro so that could be accomplished, however fields have changed and I would have to have someone rewrite it.  I thought there might be an easier method other than separately entering updated costs for hundreds of parts. That is why I'm wondering what other companies do. Other than that issue, I love Sage!

Children
  • 0 in reply to Kathy Shane

    Service Management does include the ability to import from Trade Service Pricing.

    This option is found in SM>Setup>Inventory>Parts>Import Trade Service Pricing.

    I am not all that familiar with how it works, but I know that the option is there to import in the traser pricing.

  • 0 in reply to Denise Paulus

    Thank you, Denise.  I have a feeling something is amiss in my SM.  I don't currently have or have ever seen the "Import Trade Service Pricing".  My 13.1 goes:  SM>Setup>Inventory>Parts> (then two options: Maintain Parts, or Update Selling Prices - neither of which have anything to do with Trade Service). Do you know if the import option is an add-in if you subscribe to Trade Service?