PlanIt EPOS · Products, Suppliers & Price Lists
Import a supplier price list
What does this do?
Drop a supplier's price list on the till and it turns into products. Tidy Excel or CSV files are read instantly and free; PDFs, photos and scanned brochures are read by AI page by page. Nothing is saved until you review and confirm the preview.
How to use it
- Open the ☰ menu and choose Price Sheet Import.
- Drop the file on Drop any supplier price list or brochure here, or press Paste price list text instead and paste the rows.
- Press Parse locally (free) for a tidy CSV, Excel file or pasted rows, or Scan with AI for a PDF or brochure. If the local parse makes a mess, press ✨ Read with AI instead.
- Set the options: Supplier, Sheet prices are… (Supplier cost only, Retail / selling only, or Both cost and retail), Default category, Trade margin %, Retail margin % (when no sell price) and the Header row.
- Choose the Update method: Add new products only, Update existing by SKU / code, Update existing by product name, or Replace all products from this supplier.
- In the Import preview, use the dropdown above each column to say what it holds, edit any cell, and untick rows to skip. Rows are marked new, update or duplicate.
- Press Confirm import (or Cancel import). The run is listed afterwards under Import history with what was added, updated and skipped.
Questions this guide answers
- How do I get a supplier's price list into the till?
- Can it read a PDF brochure?
- What is the difference between Parse locally and Scan with AI?