Setup Pricelist
Create a .json, .csv or .xlsx file that represents your product database. Each row represents one sellable item. Columns define pricing, attributes, and quoting behavior.
Use the exact column names below. For fields with allowed values such as category or expenditure, values must match exactly.
Required Fields
| Column Name | Description |
|---|---|
part_number | Unique identifier for the item. Up to 20 characters. Letters and numbers only. |
list_price | Base list price for the item before discounts or adjustments. |
product | Product name or product family. |
category | Hardware, Software, Software License, Services, Cloud, or Activation. |
expenditure | capex, opex, or otf (one-time fee). |
subscription | Required when expenditure is opex. Allowed values: monthly, annual, or prepaid:<months>. Leave blank otherwise. |
product_status | Status label for the product (e.g., Active, Inactive, EoL, EoSa, EoSu). Used to group products in the catalog (e.g., Active, Inactive, EoL). |
Optional Fields
These fields enhance search, filtering, and quoting behavior.
| Column Name | Description |
|---|---|
models | Product model or models. Use a single value or comma-separated values (no spaces). Useful for shared part numbers such as upgrades or software. |
classifications | Classification or tier for the product. Can be a single value or comma-separated values (no spaces). |
description | Detailed description of the product shown during quoting and in generated documents. |
option_1 | Optional product attribute (e.g., feature, edition, or setup type). |
option_2 | Optional product attribute. |
option_3 | Optional product attribute. |
aliases | Alternate names or abbreviations used for search. Use comma-separated values (no spaces). |
auto_support | When set to true, automatically generates support items based on your Support Rules. Leave blank or set to false to disable. Requires a Support Rules file. |
Import
In QuoteLogic, go to Tools → Import. Make changes in your file, then re-import to apply updates. Re-importing applies all your changes and replaces all existing data.
For more details on how imports work, see Import.