[intro]In this Guide, you can learn how to Edit existing Trade Discounts on a spreadsheet using the Import/Export System feature. Before you begin this Guide, it is essential that you have installed the Trade Discounts feature and set up at least one Trade Discount that is set to either remove a percentage from the price of specific Products or offer individual product pricing. [/intro]

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[caution]Trade Discounts that offer a percentage off all products do not output to a spreadsheet, due to the nature of the discount. To edit a Trade Discount which offers a percentage off all products within your EKM online shop, you will need to edit this within the Trade Discounts feature itself. [/caution]

Before you begin, it’s essential that you have installed the Import/Export System feature, and added at least one Product to your EKM online shop. 

Exporting your Trade Discounts to a Spreadsheet

1. To begin, click the Features tab:

2. Click the Import/Export System feature:

3. Click Export Data on the right-hand side:

4. Click Export Products:

5. Click the green button on the right-hand side:

6. Select the relevant fields as usual, ensuring that the TradeDiscounts field is also selected, before clicking the green button on the bottom right-hand side:

7. If you have under 500 products to edit or bulk add to your website, select a CSV file. If you have more products than this, select an XLXS file:

Preparing your spreadsheet for editing

8. Your next step is to delete any Product Options, Products and Product Variant rows that you don’t wish to add or exclude from your Trade Discounts from this spreadsheet. Then you need to add the Edit Product command to the Action column. You can do this by clicking the A tab to highlight it and then by clicking the Find/Select tool on the top right-hand side:

9. Select Replace from the drop-down menu:

10. In the window that appears, add Product into the first field and Edit Product in the second, before clicking the Replace All button:

11. This will add the correct command to all of the Products and their Variants in the Action column of your spreadsheet:

Percentage Off Specific Products Trade Discount

1. To add Products to an existing Percentage Off Specific Products Trade Discount, scroll to the right on your spreadsheet, until you find the name of your Percentage Off Specific Products Trade Discount. On my spreadsheet, this discount is called Customer Club 2:

2. To add Products to this Trade Discount, you simply need to add Yes for the Products and Product Variant rows, like this:

3. When you have finished this process, you simply need to save your spreadsheet and upload it back onto your EKM online shop.

Excluding Products

1. To exclude any Products from this Trade Discounts, you need to add No into the column for Products and their Variants, like this:

2. When you have finished this process, you simply need to save your spreadsheet and upload it back onto your EKM online shop.

Individual Product Pricing Trade Discount

1. To add Products to an existing Individual Product Pricing Trade Discount, scroll to the right on your spreadsheet, until you find the name of your Individual Product Pricing Trade Discount. On my spreadsheet, this discount is called Customer Club 3:

2. On each row of this column, you need to add the price that the customer will pay for that Product when they use this Trade Discount, like this:

[remember]Make sure that the Price of the default Product (on the Add Product row) matches that of the default Variant. If you’re not sure which this is, look at the VariantDefault row, and it’s the Variant marked as Yes:

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3. When you have finished this process, you simply need to save your spreadsheet and upload it back onto your EKM online shop.

Excluding Products

1. To exclude any Products from the Individual Product Pricing Trade Discount, simply add FALSE to the Price column for the Edit Product and Edit Product Variant rows, like this:

2. When you have finished this process, you simply need to save your spreadsheet and upload it back onto your EKM online shop.

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[contact] If you need our help with your EKM online shop, contact your Account Manager or Customer Support, who will be able to point you in the right direction. We're open from 8am-6pm weekdays and 9am-5.30pm on the weekends. If you'd like to suggest a feature or an upgrade on any of the EKM platforms, please let us know on the EKM Suggestions board. If you have a non-account specific question to ask the EKM Team, join us in EKM Community. [/contact]