When you first begin using FireMate 451, you have the option to use the supplied default price book (in which case you can skip this guide and get right to building your first estimate!), or you can import your own price book to use as the default for your company.
Whichever option you choose, all future estimates will be built using that price book.
NOTE: It is recommended that you do not build any estimates prior to importing a new price book. If you have existing estimates, you must first delete them before beginning the import process.
Preparing Your Price Book
The first step in importing your price book is to format your existing price book into a CSV (comma separated value) spreadsheet according to the specifications below, so that you may import it using our automated importing tool.
The CSV structure guidelines are as follows:
- All individual items (non-assemblies) must appear at the top of your CSV.
- All assemblies that may be included in other assemblies must also appear at the top of your CSV, below the individual (non-assembly) items.
- All assemblies that include other assemblies must appear at the end of your CSV.
These are the columns that are required in your CSV:
|name||long name||alpha-numeric||1" LINE HANGER ASSEMBLY TBC|
|shortname||short code||alpha-numeric; limit 15 characters||AHLB1|
|jobphase||default phase||integer (index of phase)||0|
|description||short description||alpha-numeric||1in Line Hanger Assembly TBC|
|material||cost/value rate #1||integer with two decimals (leave blank if assembly)||0.00|
|labor||cost/value rate #2||integer with two decimals (leave blank if assembly)||0.00|
|fab||cost/value rate #3||integer with two decimals (leave blank if assembly)||0.00|
|shop||cost/value rate #4||integer with two decimals (leave blank if assembly)||0.00|
|miscsub||cost/value rate #5||integer with two decimals (leave blank if assembly)||0.00|
|isassembly||assembly: true or false||1 or blank||1|
|assemblyitems||reference items within the assembly||shortcode|qty separated by commas (blank is non-assembly)||HRP1|1,HATRB3E|1,HTBCB3E|1|
|assemblycount||total unit quantity (multiplier factor)||integer (blank if non-assembly)||100|
Here is a simplified example of a valid CSV import.
Importing Your Price Book
After you have prepared your price book according to the specifications above, you can now import it using our automated importing tool.
NOTE: Once you import your price book, it will overwrite the existing price book entirely. If there are any items or assemblies you wish to include in your new price book, you must first add them to your CSV for import.
- Point your browser to subdomain.firemate451.com/importitemscsv.php.
- Click Choose File and select the CSV file on your computer for import.
- Click Upload to begin the import.
While your price book is being imported, our software will scan through it and look for CSV formatting errors, such as an assembly referencing an individual item that does not exist. If it finds any problems, the import will halt and an error message will be displayed indicating what the problem is and where it was found in the file. You must then remedy the issue and attempt to import the file again.
When the file has been imported successfully, you will receive a "success" notification in the browser window. You can then begin building estimates using your new price book.