How To: Update Retail Prices using Balto

How To: Update Retail Prices using Balto


Using the Balto to update Retail Prices streamlines bulk updates, saving time and reducing manual entry mistakes.

All clients types can utilize Balto.


  1. Items are required to exist in YD already
  2. Items cannot be marked as removed. 
  3. The stores must also exist in YD
  4. Yellow Dog user with access to mobile.

During the Balto import process, you’ll  download the import template to enter your data. The file includes the following fields:

Warning
Do not change column headers in the template. Unused columns can be removed, but the headers should not be edited in any way.

Required Fields: 
  1. Item SKU: The SKU of the item that will be configured
  2. Initial Store Code: Code of the store to be affected; the store must exist in YD already. NOTE: Retail prices can only be updated for a single location per import. If the Retail Price needs to be updated for multiple locations then an import will need to be performed per location. 
  3. Default Retail: This will be the new retail price for your items, as well as the retail price that will automatically be assigned if/when a new store is created in your system. 


Optional Fields: 

NOTE: Any of these fields can be swapped or imported in addition to updating Default Retail. 
  1. Default Vendor Code: this is used when updating the default vendor, or when updating the default vendor cost. This code must already exist in the system. NOTE: The Vendor code must be included if the Vendor Price is being updated 
  2. Default Vendor Cost: when updating the default vendor cost, users must also include the default vendor code. This will be how the system knows which vendor to update the price for. 
  3. Vendor Part Number: if the vendor part number needs to be updated, this field should be filled out. This will become the default vendor part number. 
  4. Level Code: these must already exist in the system. These must include the code and description separated by backslash (/) i.e., 30 Food/10 Meat/ 15 Beef 
  5. Description: Description of the item
  6. Dimensions 1-10: The description of the Dimension. The dimensions must already be created in the system 
  7. Short Description: The short description of the item 
  8. POS Description 1 or 2: The description of the item that will be pushed to the POS. Often this is an abbreviated description 
  9. Reference 1-3: These are free text fields in the software and can be used to track notes or identifiers for items  
  10. UPC1: This will only update the UPC1 field. If additional UPCs are needed, they will have to entered manually. If there is a UPC in the UPC1 field prior to the import, it will be overwritten by the data in the import 

To bulk update Retail Prices using Balto, follow the below instructions:
  1. Log into Balto,https://balto.yellowdog.software, and select Configure under General Configurations > Items.
    Client ID and a user with access to Mobile are required 
     

2. Click Download to download the import template file. 
   


3. Add data to file and save. The following fields are required:
  1. itemSku
  2. initalStoreCode
  3. defaultRetailPrice

   

4. Select Add File.
    

5. Click Submit.
  1. The file will be processed successfully, or will fail
  2. If the file fails, review the failure message and resolve issues in file. Once the file has been corrected, click Clear, remove the file, add the file again, and re-submit.
  


6. After completing the update to retail prices in Balto, check your Yellow Dog Inventory to ensure retail prices have updated as expected.




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