Import supplier prices
When to use this
Use this guide when a supplier sends a new price list and you want your library updated without retyping every line.
Step-by-step walkthrough
Start the import
From the Library, open Smart import. Pick the supplier first if you know it; that context carries through the whole import and saves a confirmation step later. Then upload the price list.
Let it process
The import reads the file in stages. You can leave and come back; a resume banner appears whenever an import is still processing or ready for review.
Review the matches
The review table shows what was recognized: how many lines matched your library and how many did not. For each line you decide to apply the new price, skip it, match it by hand, or create a new library item on the spot. Low-confidence matches are set apart with a flag so the risky lines get your eyes first.
On a phone, each line shows as a card, with Skip and Match instead or Create instead buttons on the card. Apply stays at the top of the screen while you scroll.
The guardrails do the worrying for you: missing prices, currency mismatches, and unit changes are all called out before anything is applied.
The review table uses the same words as the Library:
- Bought as says how the supplier sells the item, for example “Bunch of 25”.
- Price is the supplier’s price with its unit, for example “$70.00 a bunch”.
- Stem price is the price of one stem, for example “$2.80 a stem”.
Bunch sizes stay. When a line gives a stem price and a bunch size, the item comes in by the stem, in bunches of that size, with the price of a bunch. A price change is compared stem price with stem price, so a bunch price is not flagged as a large jump.
Lengths keep the unit on the price list. A line priced per yard (“yd”, “yard”) comes in per yard, and a line priced per foot (“ft”, “foot”, “feet”) comes in per foot. BloomBoard does not convert them to meters.
New items need a category. For each item that the import creates, the review has a Category column with a menu of your categories. Choose a category on each row, or use Set for all to give every new item the same one. The menu starts on your first category. The import makes each new item an item that you use up (Used up or left with client). Items already in your library keep their category. See Categories and markups.
Apply
Apply shows a final summary of how many lines will be applied, skipped, and created before committing. After it runs, the completion panel confirms what changed, and Import history can revert the prices later.
When you confirmed the supplier of the price list, every new item the import creates gets that supplier as its Usual supplier. Items already in your library keep their usual supplier.
It learns your suppliers
Matches you confirm are remembered. The next import from the same supplier auto-matches those lines, so each import gets faster than the last.
If something goes wrong
Import history keeps every import with its status and, once applied, the true before-and-after price changes. An applied import can be reverted from its details: prices are restored, items you created stay in the library, and any line whose price you have changed again since is left alone.
On a phone, tap an import in the history to see its details. An import that is still processing or waiting for review opens where you left off, so you can finish it.
The assistant can also tell you which lines of an import did not match, the biggest cost changes, and how many imports are left this month, and put back an applied import after you confirm on a card. Paste a long list of new items into the assistant and it suggests Smart import, so the review creates them with their supplier in one go.
Library price changes do not rewrite events you have already priced. Event arrangements keep the prices they were built with, so live proposals stay honest.