Read the new price list
Select a file from connected storage or a local folder accessed through Agent. Configure the sheet, range, headers and number formats for that supplier’s agreed template.
Illustrative use case
Update your catalogue from supplier price lists
Process price lists using the same rules each time: match product codes, calculate prices and prepare catalogue updates. Run the same workflow again when a new file arrives.
ExcelCSVUBC Data Bridge AgentSQLERP
HOW THE WORKFLOW RUNS
ExcelCSVUBC Data Bridge AgentSQLERP
01Read the new price list
02Match the assortment
03Apply pricing rules
04Update the catalogue
THE CHALLENGE
What slows the work down
Suppliers send Excel and CSV files with different column names, units and currencies. A manager manually selects the relevant products and copies prices into a working database. The same steps repeat at the next update, and the reason behind an individual price change may be difficult to trace.
Purchasing teams and category managers.A PRACTICAL EXAMPLE
Illustrative scenario: a category manager places a new price list in an authorised folder. A workflow button asks for an effective date and markup parameter, then lets the manager review the preparation before updating SQL or a configured ERP interface.
HOW THE WORKFLOW RUNS
From the first step to the right action.
Match the assortment
Map supplier codes to your product identifiers and units of measure. Separate new or unknown items so the responsible manager can review their mapping.
Apply pricing rules
Perform agreed currency, markup and rounding calculations. Select the relevant assortment and check for missing, invalid or repeated values before preparing the update.
Update the catalogue
Inspect the result in a simulation and send prepared records to the target system. Review the run history, update keys and effective date of the data.
VALUE FOR THE TEAM
Make the work repeatable.
- Repeated spreadsheet operations become visible rules that the team can inspect and maintain.
- A preparation template can be maintained for each supplier and reused when a new file arrives.
- Managers can change permitted run parameters while retaining the agreed transformation and validation logic.
Keep control of the result.
- Do not assume any arbitrary file will be understood automatically; review and configure changes to the supplier template.
- Agree the product key, currency, unit of measure and treatment of newly introduced items.
- Review unexpected changes and assortment coverage before applying prices in the operational system.
THE WORKFLOW OUTCOME
The team gains a repeatable catalogue-update procedure with an identifiable source, explicit pricing rules and traceable results.
Capabilities behind this workflowFROM IDEA TO WORKING FLOW
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