Price Lists Tutorials

💡These tutorials explain how to create Price Lists and promotions, add Price Lists to customers, set Price List prices, expire promotions and delete Price Lists.

How to Create a Price List#

1. Navigate to a list of Customers (or Items).
2. Click Menu (button) > Edit Price Lists/Promotions.
3. Click Add/Edit (button).
4. Complete the top row as follows:
   1. Status = Select Active from the dropdown list.
   2. Description = Enter a description for the Price List (e.g. European Customers).
   3. Code = Enter a short description for the Price List (e.g. Euro).
   4. Currency = Select a currency from the dropdown list if you use multiple currencies.
   5. Show Adj% = Check the box to show the adjustment percentage on transactions (e.g. if the Price List discounts the price and you want to show the discount to customers).
5. Click Save (button).

How to Add Price Lists to a Customer#

1. Navigate to a list of customers.
2. Double-click the applicable customer record to edit it.
3. Click Edit (button) on the top row if it is white.
4. Click Attributes (tab).
5. Click Customers in the Groups section.
6. On the right, scroll down to Price Lists.
7. Click the arrow in the Value column next to Price Lists and select a Price List from the dropdown list.
8. Click Save (button).

How to Add Price Lists to Multiple Customers#

1. Navigate to a list of customers.
2. Click Menu (button) > Accounting.
3. Change the filters if needed.
4. Click View (button).
5. Click Actions (button) > Batch Update.
6. Check the boxes of the customers you want to update.
7. Select Price List from the dropdown list next to Update.
8. Select the Price List you want to add from the adjacent dropdown list.
9. Click Update (button).
10. Click Yes (button) to confirm the update.

How to Set Price List Prices#

1. Navigate to a list of items.
2. Double-click an item to edit it.
3. Click Edit (button) on the top row if it is white.
4. Click Prices (tab).
5. Click Price (button) next to Add and select the Price List price you want to add.
6. Complete the price as you would any other sell price. For example:
   • Price From = Select a sell price that is in the same currency.
   • Adj% = Enter an adjustment percentage for the price (e.g. 5 for 5%).
7. Click Save (button).

How to Create a Promotion#

1. Navigate to a list of Customers (or Items).
2. Click Menu (button) > Edit Price Lists/Promotions.
3. Click Promotions (tab).
4. Click Add/Edit (button).
5. Complete the top row as follows:
   1. Status = Select Active from the dropdown list (or Pending to prepare the promotion without using it yet).
   2. Description = Enter a description for the promotion (e.g. Winter Sale).
   3. Discount% = Enter the promotion percentage.
   4. Start Date and End Date = Select the period of the promotion.
   5. Override Price List = Check the box to ignore the customers’ Price Lists, or leave it unchecked to add the promotion to the Price List discount.
6. Click Save (button).
7. Right-click the promotion and select Edit Customer Categories.
   1. Move the customer categories the promotion covers to Selected.
   2. Click Save (button).
8. Right-click the promotion and select Edit Items.
   1. Move the items the promotion covers to Selected.
   2. Click Save (button).
9. Close the window, or use Prev / Next to move to another promotion without closing it.

How to Set Expired Promotions#

1. Navigate to a list of Customers (or Items).
2. Click Menu (button) > Edit Price Lists/Promotions.
3. Click Promotions (tab).
4. Click Actions (button) > Set Expired Promotions.
5. Click Yes (button) to confirm.
   • Note: Every promotion with an end date before today is set to Expiry.

How to Delete a Price List#

1. Navigate to a list of Customers (or Items).
2. Click Menu (button) > Edit Price Lists/Promotions.
3. Right-click the Price List and select Delete.
4. Confirm the deletion on the popup.