PRIVATE • DO NOT SHARE

TDI Bridge — Vendor Pricing ⇄ NetSuite Inventory (Cost + Sale + UPC + Discontinued)

PRIVATE VERSION — DO NOT SHARE THIS LINK / FILE
Middle-bridge workflow: take two messy sources and produce a safe, reviewable import for updated cost, sale price, UPC verify/overwrite, and discontinued candidates — with grouped exceptions first.
Goal: fast updates without touching the wrong records Outputs: import-ready CSV + exceptions Safety gate: blocks CSV if critical errors exist
Share-safety note: If you’re going to send something to TDI, send the “Client Demo” file only. This private version includes your presenter notes and export logic.
PRIVATE PANEL (for you). Keep it short in the meeting: show the bridge → show exceptions → stop talking.

What I can do with this (talking points)

  • Map once, run repeatedly: drag/drop columns, then re-run with new vendor files anytime.
  • Generate “bridge import”: Internal ID + new cost + new sale price + UPC action + discontinued flag.
  • Catch mistakes before damage: mismatched UPCs, missing cost/sale, duplicate internal IDs.
  • Discontinued candidates: items in NetSuite that don’t appear on the vendor list get flagged for marketing/closeout review.
  • Safe workflow: review exceptions first; only export when critical errors = 0.

30–60 second “drop it and stop” script

Script: “We’re not changing your source sheets. We’re building a middle bridge that matches items, computes the update numbers, and flags anything weird. If the exceptions look clean, we export an import file keyed by Internal ID and update cost, sale, and UPC safely. Anything discontinued gets tagged for marketing review.”

What NOT to volunteer (keep it simple)

  • Don’t go deep on parsing, edge cases, or formulas unless they ask.
  • Don’t promise discontinued logic is perfect—call it a “candidate flag” for review.
  • Don’t discuss your broader automation ideas until they confirm the basic workflow.
Internal reminder: if they ask for a shareable copy, send the demo version only (no export, no private panel).

Simple Concept (what Cliff is aiming for)

G-wiz summary: We take the vendor’s updated pricing list and your NetSuite inventory export, then we “meet in the middle.” The middle (Bridge) does three things: (1) matches items, (2) computes the new numbers, (3) flags anything weird before import.

Matching rules (ranked)

  1. Exact: Vendor Style # matches NetSuite Item / Name exactly
  2. Variant: Vendor Style # matches the NetSuite item suffix after “:” (e.g., 330059:330059-R-080)
  3. Review-only: Style Name loosely appears in Display Name (flag; don’t auto-import)

Bridge output columns (what the import needs)

  • Internal ID (anchor for NetSuite import)
  • New Cost (Wholesale less 5% OR vendor “5% off wholesale”)
  • New Sale Price (MAP if used; otherwise MSRP)
  • UPC Action (keep / overwrite / mismatch)
  • DiscontinuedCandidate (safe flag — not an automatic closeout)
  • Notes (why it was flagged)
Safety posture: review the exceptions list before importing anything. Export is blocked if critical errors exist.

Paste NetSuite Inventory Export

Paste as CSV or TSV with headers. Recommended: Internal ID, Name/Item, Display Name, UPC Code.
NetSuite rows: 0 Detected columns: —

Paste Vendor Pricing Sheet

Paste as CSV or TSV. Recommended: Style #, WHLS, 5 % off wholesale, MSRP, MAP.
Vendor rows: 0 Detected columns: —

Field Matching (Drag + Drop Mapping)

Drag detected columns into the targets. This avoids column guessing. Map once, then run.

Detected Columns (drag these)

NetSuite columns
Vendor columns
System helpers
Defaults:
  • New Cost = “5% off wholesale” if present; else WHLS × 0.95
  • Sale Price = MAP else MSRP
  • DiscontinuedCandidate = NetSuite item missing in vendor list

Targets (drop here)

Tip: Even if a column is named strangely, mapping still works because it’s based on what you drop.

Bridge Results

Matches OK: 0 Warnings: 0 Critical errors: 0 Mode: Demo

Import Preview (first 25 rows)

Internal IDNew CostNew Sale PriceUPC ActionDiscontinuedCandidateNotes

Exceptions (grouped)

No Match (vendor items not carried)
Multiple Matches
UPC Issues
Discontinued Candidates
Review-only Matches
Other Notes
Safety gate: CSV download stays disabled if critical errors exist (duplicates, missing Internal ID, ambiguous matches). In Demo Mode, download is disabled even if everything looks perfect.