Uploading Price Books

Your Price files are located under “(603) Price Books” in the P&S tree, this view allows the user to pull up the list of parts available at from their vendor and either add them to inventory or add them to a Parts or Service Invoice.  Users may also import parts from a price file by simply keying in the new part number directly on a Service or Parts ticket.  If the part is not already in their inventory, the system will pull the part information from the price file itself.

 

Updating your Price file

If this is the first time that you are loading up a price file for a vendor you will need to send the file to Support@motilitysoftware.com and our support techs will load the file into the system for you.  Once a dealer has had a price file loaded at least once, they can then perform the update function on their own by following the directions found below.

  • To update your price book file from the Parts and Service menu click on Edit>Modify>Sources>Suppliers
  • Once you find the supplier you would like to update click on the import button found in the lower right-hand corner of the screen.
  • This will open the Infinity Price book screen. To update the price file click on the “Import Price Book” button found at the bottom of the screen.
  • To import your file you will need to click on “Browse” button and point the program to the folder location where you have the price file stored. Once you have the price file location loaded click on “Import”.
  • The system will then update your parts price book as well as the prices for parts found under that vendor. Once the system shows that all three stages are complete, you will have finished loading your price file.  You can then exit the system and review the changes made.