When you wish to import into your flat rate pricing books, three files are needed. The files need to be identical in format to the files that were exported.
Note that the name of each file needs to be identical to the three files listed below.
FieldId | Required? | Length and Type | Description |
---|---|---|---|
BookId * | Yes | Number | A number internally assigned to the book by the Application. |
BookName | Yes | Alphanumeric (50) | The name you give the book. |
Description | No | Alphanumeric (250) | The description you give the book. This value is optional. |
LaborTaxRate | No | Decimal(11,8) | The sales tax rate for labor. |
InvTaxRate | No | Decimal(11,8) | The sales tax rate for parts. This value is optional. |
SavingsLabel | No | Alphanumeric (Max) | The description you give for the service agreement discount savings. This value is optional. |
PrimaryMultiplier | Yes | Number | The multiplier which determines the "regular" price for the task. Only one is required. |
SecondaryMultiplier | No | Number | The multiplier which determines the "second" price for the task. This could be overtime. This value is optional. |
Other Multipliers * | No | Number | Multipliers are repeated. Multipliers are used to create price levels (like a price column). This value is optional. |
FieldId | Required? | Length and Type | Description |
---|---|---|---|
BookId * | Yes | Number | A number internally assigned to the book by the Application. |
TaskId * | Yes | Number | The internal number the system assigns to the task. |
Number | No | Alphanumeric (55) | The number you assigned to the task. |
Description | No | Alphanumeric (100) | The description you gave the task. This value is optional. |
InternalMemo | No | Alphanumeric (Max) | This is the Internal Memo section of the task. Used to inform technician about something. |
PriceLocked | No | True or False | You can lock a price against bulk updates. It will be True or False. |
IsTaxExempt | No | True or False | You can exempt a task from sales tax. It will be True or False. |
Price | No | Decimal (19,5) | The price you have established for the task. This will repeat for each price level. |
Category * | No | Alphanumeric (50) | The category the task has been assigned to. This value is optional. |
FieldId | Required? | Length and Type | Description |
---|---|---|---|
TaskId * | No | Number | The task the item has been assigned to. It does not have to be assigned to any book. |
ItemId * | Yes | Number | The ID number of the item assigned by the system. |
Number | Yes | Alphanumeric (55) | The item number given to the part. It is a part number. |
Name | No | Alphanumeric (100) | This is the main description of the item. |
Description | No | Alphanumeric (1500) | The description you gave the part. This value is optional. |
UniversalProductCode | No | Alphanumeric (Max) | The UPC number. This value is optional. |
IsTaxExempt | No | True or False | You can exempt an item from sales tax. It will be True or False. |
DirectCost | No | Decimal (19,5) | The price you pay for the item. |
Price | No | Decimal (19,5) | The retail price of the item (each). |
Quantity | No | Number | The number of items used by the task. |
TotalPrice | No | Decimal (19,5) | The total retail price of the items. |
Manufacturer * | No | Alphanumeric (50) | The manufacturer assigned to this item. This value is optional. |
Category * | No | Alphanumeric (50) | The category the item has been assigned to. This value is optional. |
Vendor * | No | Alphanumeric (50) | The vendor the item has been assigned to. This value is optional. |
ItemType * | No | Alphanumeric (50) | The system assigns this value. It is either "Labor" or "Inventory" |