For this example, This will only retain The base price of Quantity 0. We will cover the following:
Pulling existing records with pricing matrix
Filter the rows to be pushed back to NetSuite (using Excel Filter)
Upload the record to NetSuite
Watch the video on how to remove extra quantity and price level of an existing item.
Template Layout
💡 Tip: It is best to check out the forms and fields and identify the header, column, and required fields in NetSuite that you may need to build the template.
Sample for Inventory item pricing matrix template:
Item Id
Tax Schedule (Mandatory)
Pricing Matrix: Currency
Pricing Matrix: Price Level
Pricing Matrix: Quantity
Pricing Matrix: Value – this is for the price amount
Pricing Matrix: ReplaceAll - add when updating other price levels
Remove Extra Quantity and Price Level
Step 1: Get the internal Ids of the items you want to update and put the value in the Internal Id field of your ExtendInsights template.
Visit this guide to learn the different approach on how to Retrieve Data from NetSuite.
Step 2: Click Reload Records then hit the Reload Records button to stream the records to the template.
Step 3: Filter to only show the Quantity by using the Excel filter feature and remove the rows to be excluded on the update.
Bring back the Quantity 0 to the template.
Step 4: Update the values accordingly. Pricing Matrix: Replace All fields should be set to TRUE.
💡 Note:
Replace All field is a field that you mark as TRUE or FALSE.
In this scenario, we are adding TRUE to tell the system to keep the rows that are marked TRUE.
To send back the changes to NetSuite, click Upload to NetSuite and hit the Upload Records button.
Step 5: Open the items in NetSuite to validate the changes.
