Price Book Import

Created by David Joyce

Overview

This guide explains how to import prices into a Price Book in Turbo Inventory. Price Book imports allow you to quickly update or create pricing for multiple products at once, such as wholesale, retail, or customer-specific pricing.

Prerequisites

Before importing a price book:

• Products must already exist in the system

• You must have access to Settings & Tools and Price Books

• You must have the Price Book Import file/template

If you do not have the import template, contact Turbo support and it will be provided.

Step 1 — Open Price Books

1. Go to Settings & Tools.

2. Open Customers.

3. Select Price Books.

You will see a list of all existing price books.

Step 2 — Create or Select a Price Book

You can either:

• Create a new price book, or

• Edit an existing price book

Example

• Wholesale Price Book

• Trade Price Book

• Customer-specific Price Book

To import prices into an existing price book:

1. Locate the price book.

2. Click Edit.

Step 3 — Import the Price Book File

1. Inside the price book, select Price File Import.

2. Upload your completed import file.

3. Confirm the import.

The system will:

• Read the file

• Match products

• Apply prices to the selected price book

Step 4 — Review Imported Prices

After the import:

• Products are automatically linked to the price book

• Prices are updated in bulk

• The price book is immediately available for use

You can now assign the price book to customers or use it in sales documents.

Common Use Cases

• Creating a wholesale price list

• Updating annual pricing

• Importing manufacturer or supplier price updates

• Managing customer-specific pricing

Best Practices

• Always download and use the official import template

• Double-check product codes before importing

• Test with a small sample first if unsure

• Keep backup copies of price files

Troubleshooting

• Products not updating → verify product codes match

• Prices missing → check required columns in the import file

• Import errors → review file formatting and data types

Summary

To import a price book:

1. Go to Settings & Tools → Customers → Price Books

2. Create or edit a price book

3. Use Price File Import to upload pricing

4. Review and apply the price book

Price Book imports provide a fast and accurate way to manage large-scale pricing changes.