Price Lists

Manage and apply different pricing for your products based on customers, groups, or business rules.

Overview

Price Lists allow you to define different prices for the same item.

This is useful when:

• Different customers get different rates
• Wholesale and retail pricing varies
• You want flexible pricing control

Why Use Price Lists?

Price lists help you:

• Apply correct pricing automatically
• Manage bulk and retail pricing
• Avoid manual price changes in orders
• Maintain consistency across sales

Types of Price Lists

Selling Price List

Used when selling items to customers.

Example:

• Retail Price List
• Wholesale Price List

Buying Price List

Used when purchasing items from suppliers.

Example:

Supplier Price List

Add & Update Item Prices, Manage Price list

Create a Price List

1. Go to Selling → Price List
2. Click on Add New
3. Enter:

• Price List Name
• Currency
• Selling / Buying (select type)

4. Save

Add Prices to Price List

To assign prices to items:

1. Go to Item Price
2. Click Add New
3. Enter:

• Item
• Price List
• Rate
• UOM (optional)

4. Save

Assign Price List to Customer

You can assign a default price list to a customer.

1. Open Customer
2. Select Default Price List
3. Save

Now, when creating orders, pricing is applied automatically.

Pricing by Customer Group

You can also assign price lists to customer groups.

Example:

• Retail → Standard Price
• Wholesale → Discounted Price
• Distributor → Bulk Pricing

Multi-UOM Pricing

You can define different prices based on units.

Example:

• 1 carton → $96
• 1 pcs → $4

This ensures accurate pricing across units.

Benefits of Price Lists

• Faster order creation
• No manual pricing errors
• Consistent pricing across customers
• Better control over margins

Best Practices

• Use separate price lists for different customer types
• Keep pricing updated regularly
• Avoid too many price lists
• Use meaningful names (e.g., Wholesale NZ, Retail AU)

Common Issues

• Wrong price applied → Check assigned price list
• Price not showing → Verify Item Price entry
• Incorrect UOM pricing → Check unit settings

Example

Item: Cheese Makhana

| Price List | UOM | Price |

|-----------|-----|------|

| Retail | pcs | $4 |

| Wholesale | carton | $96 |

What Next?

• Create customers → Customer Management
• Add items → Item Creation
• Create orders → Sales Order