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Bulk Update of Individual Prices

How can I update individual purchase or selling prices?

Written by Petr Pech

If you use individual prices, whether purchase or sales prices, you may encounter a situation in everyday practice where these prices need to be updated in bulk.

Bulk changes can be handled via import. The easiest option for most users is importing from Excel, which allows you to update both purchase and sales prices.

But how do we obtain the source data that already exists in Flexi and that we want to update? Simply taking item codes, assigning a company along with a price in Excel, and re-uploading them to individual prices is not a valid approach for updates — it would only work for creating new prices.

When updating individual prices, we must use the ID of each record — that is, the purchase or sales prices assigned to price list items.

Exporting prices with their IDs via the web interface

The easiest option for users is to connect to the web interface and perform the export directly from there.

You can navigate to individual sales prices;

or individual purchase prices;

easily using the search as shown above.

Once you are in the sales or purchase prices agenda, use the column settings to add the ID column to the view.

Note:

For importing back via the desktop application, you do not need the IDs of the individual prices. The desktop application can match the price based on the combination specified in Excel (price list vs. address book).

The result should look similar to the example below (other columns are optional depending on your needs — whether you are updating prices for a company or for a price list group).

Once all the required columns are displayed, all that remains is to export to Excel. You can do this using the services at the bottom of the page.

Exporting prices with their IDs via the API

We can easily retrieve individual price data via the API by exporting to XLS.

This can be done using two endpoint URLs:

  • /dodavatel.xls (for purchase prices)

  • /odberatel.xls (for sales prices)

If you take your server address and construct a URL that matches your correct URL, you will get the required output.

Example URL for individual sales prices:

demo.flexibee.eu/c/demo/odberatel/(firma='code:ABRA').xls?limit=0

  • demo.flexibee.eu - server (cloud) address

  • /c - part of every URL, see guide

  • /odberatel - agenda code

  • /(firma='code:ABRA') - filter for a company with the code/abbreviation "ABRA"

  • .xls - format to which you want to export the data

  • ?limit=0 - pagination, number of records that can be displayed (0 = all)

Example URL for individual purchase prices:

demo.flexibee.eu/c/demo/dodavatel/(firma='code:ABRA').xls?limit=0

  • demo.flexibee.eu - server (cloud) address

  • /c - part of every URL, see guide

  • /dodavatel - agenda code

  • /(firma='code:ABRA') - filter for a company with the code/abbreviation "ABRA"

  • .xls - format to which you want to export the data

  • ?limit=0 - pagination, number of records that can be displayed (0 = all)

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