Overview
Price Book Export is an export wizard that allows logged in users to export product data from the website.
In a B2B environment, your customers may require product data from your website in a CSV or PDF format. Our Price Books include product codes, descriptions, and related data, including the customer's pricing based on all relevant ERP pricing rules. The export runs as a wizard and also allows the customer to save each profile for future use.
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Allows logged in users to export product data with an easy to use wizard from your website. |
An export process might look like this:
Step 1 - Select the Catalogue:
![](/download/attachments/3637495/BPD-PriceBookExportSelectCatalogue.jpg?version=1&modificationDate=1530238961387&api=v2)
Step 2 - Select the Categories:
![](/download/attachments/3637495/BPD-PriceBookExportSelectCategories.jpg?version=1&modificationDate=1530239076463&api=v2)
Step 3 - For CSV format, select the fields (not applicable for PDF exports):
![](/download/attachments/3637495/BPD-PriceBookExportSelectColumns.jpg?version=1&modificationDate=1530239217620&api=v2)
Step 5 - For CSV format, select the order of the fields, and decide which field you'd like to sort the output by:
![](/download/attachments/3637495/BPD-PriceBookExportFieldSequence.jpg?version=1&modificationDate=1530239324840&api=v2)
Step 6: Enter the destination email address, and save the report profile for future exports (optional):
![](/download/attachments/3637495/BPD-PriceBookExportSaveAndSendReport.jpg?version=1&modificationDate=1530239579887&api=v2)
The report will then generate in the background and email the user once complete.
![](/download/attachments/3637495/BPD-PriceBookExportInProgress.jpg?version=1&modificationDate=1530239773857&api=v2)
The user can see the status of the report and also collect the CSV of PDF file from the export home page:
![](/download/attachments/3637495/BPD-PriceBookExportSavedBooks.jpg?version=1&modificationDate=1530241313310&api=v2)
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MultiExcerptName | Additional Info |
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Our Price Book includes product codes, descriptions, and the customer's pricing based on all relevant ERP pricing rules. The customer can save their profile for future use. |
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Price Book Export |
Minimum Version Requirements |
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MultiExcerptName | Minimum Version Requirements |
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| 3.65.00 |
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Prerequisites |
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| Price Book Export enabled. |
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Self Configurable |
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MultiExcerptName | Self Configurable |
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| No |
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Business Function |
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MultiExcerptName | Business Function |
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| B2B User Experience |
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BPD Only? | |
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B2B/B2C/Both |
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MultiExcerptName | B2B/B2C/Both |
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| B2B |
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Third Party Costs |
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MultiExcerptName | Third Party Costs |
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| n/a
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Content by Label |
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showLabels | false |
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max | 5 |
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spaces | KB |
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showSpace | false |
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sort | modified |
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reverse | true |
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type | page |
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cql | label in ("export","customer","pricing") and type = "page" and space = "KB" |
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labels | export pricing customer |
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