The export and import process is good if you want to perform tailored increases with a lot of nuances.
You can do price increases separately for:
Prices
Skip order prices
Material order prices
Quotes
Zone rates
Trade
To export the files:
Point to Administration, then select Look Ups.
Click Price Increases.
Under File Export/Input, click Start.
You can first exclude any account or address from the price increase. To do this, follow our article on the exclusion list.
Exports
When you first load Export/Import and scroll down, you can see eight exports available, these are:
Prices | This relates to all prices in the Prices screen. |
Skips | This relates to any active, non-deleted skip orders. |
Skips With Cross Hire | This relates to any active, non-deleted skip orders that have a supplier set against them for cross hire prices. |
Skips Extra Charges | This relates to the extra charges set against any active, non-deleted skip orders, including cross hire orders. |
Materials | This relates to any active, non-deleted material orders. |
Quotes | This relates to every non-deleted quote. |
Zone Rates | This relates to haulage costs on material and RMC jobs. |
Trade | This relates to your bin rounds. |
Import
The process to import the data is similar across all the exports available.
To do this:
Click Choose File then select the spreadsheet.
Click Upload and this uploads the data into Weighsoft.