What is a price list and how to define it.

In this article you will learn how to create price lists and how to assign them to different products and customers.

Why you will need this:

Price lists allows your company to define different prices to a product and to assign customers to the price list. When a sales order is created for a customer which is assigned a price list, products in the price list will get the prices defined in the price list.
Price lists are useful when setting pricing rules depending on the way you conduct your business. For example, a small store that only buys from you occasionally, may be assigned a price greater than a big customer that orders from you in great quantities.

Price List Setup Representation

Loading the price list screen:

The price list screen is accessible from the main settings screen.To load the price list screen:

1. From the HUB, click on Settings.

2. Click on the Price List button.

The options available on the Settings screen might be different based on the plan you have.

3. The Prices List screen loads.

A- Go back to settings.

B- Create a new price list. Click on this button to create a new price list.

C- Settings price list. Clicking on the button will load the settings for the price list logic:

The only option at this moment is Filter products by price list. (default unchecked). When checking this option, the customers assigned to this price list will only have access to the products assigned to the price list. When unchecked, the customer will hace access to all the products.

D- List headers and filtering. It allows you to filter by specific price lists.

E- Price lists details. All the price lists created for your company will be listed here.

F- Price list details. Click on Details for a specific price list to see its details.

View a price list details:

A price list is a collection of products and customers assigned to the price list. To see what products and customers have been assigned to the price lists, or to add/remove some, you need to load the details for the price list.

To load the details of a price list:

1- Locate the price list on the main price list screen.

2- Click on Details for that price list:

3- The price list details screen for the price list loads:

A- Go back to the main price listing screen.

B- Saves changes made to the definition of the price list (Description).

C- Price list definition.

C1- Code: Auto generated code. Cannot be edited. First one is Price1 then Price2….

C2- Description: Description of the price list. Used to identify the price list amongst the others.

D- Assign customers to the price list. Click here to assign customers to the price list.

Customers can only be assigned to one price list at a time. Assigning a customer already assigned to another price list, will automatically remove the customers from the other price list.

E- Add products to the price list. Click to add a product to the price list. You will need to specify the new price of the product under that price list.

Products can be added to more than one price list. Products can be assigned the same price on multiple price lists.

F- List headers and filtering. It allows you to filter by specific products within the price list.

G- Products price lists details. All products assigned to the price list will be listed here.

H- Product actions.

H1- Edit (pencil icon). It allows you to edit the price assigned to the product under the price list.

H2- Remove product from price list (trash can icon). It allows you to remove the product from the price list.

Adding customers to a price list:

A price list needs customers to be added to it to be any useful. To add customers to a price list:

1- Click on the customers button under the price list details screen:

2- The Assign Customers to price list pop up screen loads:

A- Customer selector. Lists all the customers in your company that have not been added to this price list.

B- Assign customer to price list confirmation button.

C- List headers and filtering. It allows you to filter by specific customers that have been added to the price list.

D- Customer lists details. All customers assigned to the price list will be listed here.

To add a customer to a price list:

1- Click on the customer drop down to lists all the customers available.

2- Select a customer from the drop down list by clicking on it.

3- Click on the add customer button (+) to add the customer to the price list.

4- The customer is added to the price list.

If the customer was previously assigned to another price list, it will be removed from that price list to be added on the new one.

Notes:

You can remove a customer from a price list simply by clicking on the trash can button under Actions column besides the customer:

To add a product to a price list:

1- On the price list details of the specific price list, click on Add Products button:

2- The Assign Price to Products screen loads up:

A- List headers and filtering. It allows you to filter by specific products. The list shows both products added to the price list and the ones that haven’t.

B- Assign Price button. It allows you to add a price to multiple products. To assign a price to multiple products:

B1- Filter the products that you want to assign them the specific price. You can use the filtering tools in A.

B2- Once you have a subset of products listed, click on Assign Price button:

B3- A sub pop up screen loads indicating the number of products that will have the price assigned in the list.

B4- Proceed to type the price to assign:

B5- Click on Save & Close. The price is assigned to all the specified products.

C- Product list details. It lists all the products available. Products that have been assigned to the price list will show a price under the Price column.

D- Assign price to product button. Clicking on the pencil button besides a product allows you to assign/modify a price to the product in the price list. Simply click on the button for a specific product and enter the price you want to assign on the pop up. The product will be added to the price list at that price.

E- Price rocker buttons (+ & -). It allows to edit the price one unit at a time. Clicking on + increases the price by one unit (dollar, euro, peso, etc.). Clicking on the – decreases the price by one unit.

You can remove a product from a price list by clicking on the trash can button besides the product under the actions column.

If a product comes in multiple units of measure (UOM), the product will be listed as many times as there are UOMs assigned to it:

The product in the image above is listed twice. One for UOM EA and the other for UOM CS. The reason for this is you can assign different prices depending on the UOM. For example, a can of pop is sold at $2 but a case of 10 pops you sell it a bit cheaper at $19.50.