Import Board Costs

This training covers how to prepare board cost data and utilize the Import Board Cost tool to efficiently update pricing across multiple vendors and grades.

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Objectives

  • Objective

    By the end of this training, the learner will be able to import board costs from a spreadsheet (CSV file)

  • Audience

    Accounting, IT, Management, Purchasing

  • Required Knowledge

    The user needs Full Access to the Board Cost form (if security is enabled for this form) and a working knowledge of the up-to pricing concept

Curriculum

    1. Understanding Codes and Descriptions

    2. Preparing the Spreadsheet

    3. Importing Board Costs

    4. Frequently Asked Questions

About this Pathway

  • 4 lessons
  • 7 minutes