Vendor Price Importing


Version 3.1 of the Goldenseal construction estimating software adds automatic updating of material prices from a vendor price list.

Suggested By

Many users. Turtle Creek staff too, since it will make our own material price updating much easier.

Setting up Cost Items

You'll need to set up your material Cost Items with some "match" information, so the import can put each vendor price into the right place.

To set up your Cost Items for the price import, follow these steps:

  1. Choose Cost Items from the Costs menu.
  2. Use the Find command to locate the appropriate material that matches an item in the vendor price list.
  3. Make sure the unit size is the same.
  4. Fill in vendor match info (described below).

Goldenseal construction estimating software lets you match materials by any of five different methods:

  • Cost Item Name-- the quickest import, if you are willing to rename each material Cost Item so it has the exact same name as your vendor's description.
  • UPC Code-- you can enter one vendor's UPC or SKU code into the UPC field in each Cost Item record, then use it as a match when importing data. The UPC field is a simple text field, so you can enter any combination of numbers, letters, spaces and punctuation.
  • Code Number-- each Goldenseal Cost Item includes a code number that can be anywhere between 1 and 2,000,000,000 (two billion), with up to four decimal places. If your vendor uses a number that fits in that format, you can match by the code number.
  • Vendor Product Name-- if you import prices from more than one vendor, click the Vendor Prices button on each Cost Item, and enter the vendor and their product name description. The product name is simple text field, so you can enter any combination of numbers, letters, spaces and punctuation.
  • Vendor Product Code-- for each vendor you can enter a separate code number for their SKU or other identifying code. The product code is simple text field, so you can enter any combination of numbers, letters, spaces and punctuation.

Getting Data from your Vendor(s)

The hardest part is getting data from your Material Suppliers!

It should be a text file, with one price on each line separated by either tabs or commas, with each material separated by carriage returns. Each row should contain some kind of identifier for that item, plus the current price. It doesn't matter how you get the data-- it can be by email, CD, flash drive or download.

HINT-- If your vendor provides prices, it will nearly always be in .txt "tab delimited text" or .csv "comma separated values" format. In either case Goldenseal will be able to import it.

Running the Import

To import vendor prices, follow these steps:

  1. Choose Import from the File menu, and choose Vendor Prices from the submenu.
  2. Fill in a match field and vendor.
  3. Click OK.
  4. You'll be asked to choose a file to import. Select the correct data file on your hard drive.
  5. Goldenseal will run the import automatically.

Technical Details

The price importing goes very quickly if you index the field used to identify the imported items.

If you use vendor product names or codes for importing, follow these steps to quickly add an index:

  1. Choose Preferences from the Options menu, and choose Income from the submenu.
  2. Turn on the checkbox for Update Prices by Vendor Code or Update Prices by Vendor Name.
  3. Goldenseal will ask if you'd like to create a price index. Click OK.