Import a Supplier's price list

How to start your invoice auditing by importing a supplier's price list

To enable Koncile to verify that the prices invoiced match the agreed prices with your supplier, you need to upload a detailed price list for that supplier.

Step 1: Download the price list template provided by Koncile‍

You can download the price list template in two places on the platform:

• From the menu on the left side of the screen, by clicking the “Quick Upload” button;

• Or by going directly to the relevant supplier’s page and clicking “Upload” on the right side of the screen.

Then, you’ll need to (i) select the document type “Price List” and (ii) download the template by clicking “Download Price List Template.”

Step 2: Complete the template with your supplier’s information‍

Once the template is downloaded, you can fill in the template with the relevant information in the predefined columns.

Use one of your existing price lists by adjusting the column names to match the template.

You can download the template here!

Step 3: Upload the completed price list to the platform‍

You can upload price lists in three places on the platform:

• From the menu on the left side of the screen, by clicking the “Quick Upload” button and selecting the relevant supplier;

• By going directly to the relevant supplier’s page and clicking “Upload” on the right side of the screen;

• Or by going to the supplier’s page, clicking the “Conditions” tab, and then clicking “Upload.”

Then, you’ll need to:

1. Select the document type “Price List”;

2. Enter the “start date” (required) and the “end date” (optional) for when the price list is valid;

3. Upload the document by clicking “Browse”;

4. Click “Upload”!

The price list will then be saved on the supplier’s page under the “Conditions” tab. The analysis will be completed once the document’s status shows: “Extraction done.”