Supplier Contract Uploads

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Supplier Contract Uploads (a.k.a Contract Suppliers) are not suppliers but simply price and availability files for specific end customer contracts.

The Contract Supplier import adds supplier cost to the existing product and flags it as a special contract cost. SKUs and pricing for specific end customer contracts from suppliers can be uploaded into ChannelOnline to be used in applicable instances.

To enable the ability to upload contract pricing from a supported supplier, you must first check the Enable Contracts box in the Supplier’s Account Settings page.

• Supported Suppliers; go to Admin -> Suppliers -> Supported Suppliers, and click the Setup edit button of the desired supplier.
• Custom Suppliers; go to Admin -> Suppliers -> Custom Suppliers, and click the Setup edit button of the desired supplier.

1. Once saved, you will then be returned to the main Suppliers page. Click on the Contract Suppliers tab.
2. Click the Add Contract Pricing Supplier button.
3. Select the applicable supplier from the Supplier Dropdown list. Note: Only suppliers (supported or custom) that are enabled as Contract Suppliers will be listed (refer to setting up supported and custom suppliers).
4. Check the Enable box. Enter the Contract Name, the Contract # and/or Contract Duration when applicable. Click on the Save button.
5. Click the Import File button. This will take you to page one of the Contract Pricing Import Wizard.
6. For Step One of the Contract Pricing Import Wizard, if you have never downloaded the Sample File for this import, click on Sample File. Open the sample .tsv file to view the required file content and format. The following fields are required for a Contract Supplier product cost file: Mfr Name, Mfr Part #, and Supplier Cost. Keep in mind that the mfr #/mfr name combination imported must exist as a part in the supplier database for your company.  Your file can follow this sample format, or you can use this file just as a guide for what to include while not adhering to the same order (in this case, you will be able to map the columns accordingly later in the import wizard). Once your file is created, save it to a designated location on your computer.
7. Select the File Type to be imported. Click the Browse button.
8. Select the file to be uploaded and then click the Next button. This will forward you to Step 2 of the Contract Pricing Import Wizard. Note: Be sure to check the applicable box if your file includes a header row. Supported file types include: .tsv, .csv, .xls, .xlsx.
9. ChannelOnline enables you to map the fields of your file to those within ChannelOnline and then save the mapping rules as an Import Profile for future use and convenience. If this is your first time uploading contract pricing, the default for the field will be [New Profile], which will be your only option. In this instance you will not need to do anything for this field. If you have already created and saved a previous Import Profile that corresponds with the format of the file you want to import, you can select it within the drop-down.
10. When uploading a contract file, you need to choose whether you want to delete the previously uploaded file and replace it with the new upload, or simply update pricing and/or add new SKUs and pricing to the file on record within ChannelOnline. To do this, select the applicable action.
11. Map the import fields to ChannelOnline standards. Do this by clicking on the import field and the corresponding ChannelOnline field, and then clicking the Map To ChannelOnline button for each field. Once mapped, you can save the mapping logic for future use by naming and saving it as an Import Profile. Once the Import Profile is saved, it will be available for selection in the Import Profile dropdown. When ready, start the import process by clicking the Start Import button.
12. The import process may take some time, depending on file size. A status bar will be shown and you can change the default parameters for page refresh by clicking the Auto-Refresh page button and entering the desired interval.
13. When the upload process is complete, a message will be shown indicating how many records were imported successfully and how many were rejected. If records were rejected, a Show Error Log button will appear. Click the Show Error Log button for details on why they were rejected.
14. Hit the Exit button to return to the main Admin Screen.
15. Once contract suppliers and associated costs are set up, you can activate the Contract Supplier if needed by selecting the checkbox to the left of the Edit button. Select Save at the bottom of the page to save all enabled options. The final step to set up Contract Pricing is to associate the Contract Supplier to customer(s) via the price profile(s) (Admin|Price Profiles).

Note: If a contract is for a specific customer, we suggest you enter the customer name as part of the Contract Name, so when you assign the Contract Supplier to the customer’s price profile, you can quickly determine which Contract Supplier is associated with the customer.