Create price lists for sales prices
- Click Sales in the top menu and select Price Lists in the drop-down menu.
- Click the button Create Price List in the upper right corner.
- Give your price list a name and a reference code, if relevant.
- If the price list is a general price list, which applies for most customers, you can select Yes in the field Price List is Global. When the price list is global, other price lists will use this price list as a fall back for the products where no price is indicated.
- You can choose to indicate a fallback price list. In this case, the price list will pick the price in the fallback price list if no price is indicated. If there is no price indicated in the fallback price list (or you haven’t indicated a fallback list), it will pick the price in the global price list.
- Select the currency and indicate a currency rate.
- Indicate whether the price list should be active.
- Click Save.
Create price lists for purchase prices
- Click Purchase in the top menu and select Price Lists in the drop-down menu.
- The rest goes as for sales prices.
Enter prices for the SKUs in the price list
- Click on the price list in the list of prices lists.
- Enter a price for a specific SKU (Stock Keeping Unit) by clicking the pencil icon in the right side.
- You can use the filters to the left to search for the SKU.
- You can view and edit several price lists at the same time.
- You can also import prices and make changes to several prices at once using the price list import template.
Associate the price list to a customer or supplier
You can indicate that a specific customer or supplier should use a specific price list.
- Click Partners in the top menu.
- Select the customer/supplier among your partners .
- Click the button Edit in the lower right corner of the blue box and click the tab Prices, conditions…
- Enter part of the name of the price list in the field Price List, Purchase or Price List, Sales and select the price list.
- Click Save.