Price lists for customers

Price lists are used to set custom prices for certain customers. You can create a list by adding the desired items to it, and then associate it directly with the customer card. Thus, when entering a sales order, the adapted prices are automatically displayed for the right customer, ensuring consistency and accuracy in invoicing.

Create a price list #

1. From the menu on the left, choose Sales -> Price Lists.
2. Click Create price list.
   
3. Enter the requested information, some additional details are given below:
   1. Currency: must be selected at creation, and then cannot be edited. Only customers with the same currency can select the list.
   2. Method: determines the pricing method.
      

      Custom prices	Allows you to enter a specific price for each item you want. Note: Items whose selling price is calculated based on the material weight cannot be added to a custom price list.
      Percentage	Allows you to define a markup and discount percentage.

   3. Scope:
      

      Custom list of items	Allows you to define which items are included in the price list.
      All items	All items are included in the price list.

   4. Articles: only present if the selected scope is Custom list of item. Click Add to select the desired articles.
      
4. Click Save in the top right corner when you’re done.

Add a price list to a customer #

1. From the menu on the left, choose Sales -> Customers.
2. Click the client to view their information, then click Edit in the top right.
   
3. Select the price list.
   
4. Click Save in the top right corner when you’re done.

Delete a price list #

Note: it is not possible to delete a price list if it is assigned to at least one customer.

1. From the menu on the left, choose Sales -> Price Lists.
2. Select the list you want, then click Delete.