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Overview

Excerpt

Once the default price list is set you can go ahead and create the a price lists that you will link to your customers. 

The prices will be based on your default list, but you can decide if you want to increase or decrease the prices depending on a particular holiday, special arrangements with the customer, etc.

Instructions

To create a new price list please follow these instructions:

  • Go to Setup > Price list and click on the New Price List green button.

  • On the "Add Price List" window, type in the name, description and select and enter any description. Select the type of inventory that you want these prices for. Once you are done, save it.

Right after the price list is saved you will be able to add the seasons for which the prices will be valid for.  

Info

For the pricing on the Price List to be taken into account, for a specific customer, you have the option in the Action column > Selecting the Associate Customer link after creating the Price List. The other way to set the Price List to a customer is in the Customers' tab. Please refer to the article Customer "Advanced" Setup for additional information. The default price must be set up as "Price B" within the Customer Account.

 


 

Info

For Multi-Location companies the system allows to associate the Price List with the locations needed.

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  • On the same window click on the "+ New Season" green button.                                         

 

 

  • Add a name and the range of dates that these prices will be valid for.

  • Select how you would like to add the prices to this season:

    1. Copy products from (x) list, season (x) and affect the prices by (x)%: Enabling this option will allow you to copy the prices from a different price list and season, and increase or decrease the prices based on a percentage amount.

    2. Upload product prices from template: Using the template you can easily load the prices for a particular season, just drop the file on the outlined area and that's it!

    3. Nothing, I want to add products prices to the list manually: Prices will be entered manually.

Once you save the season you will see all the price list information. Changes to a season can be made from this window, you just need to go under the "Actions" column and select the option you need: Edit, Delete, Export and Manage Products.         

Tip

You can create as many prices lists as you need.

Tip

One single price list can have several seasons, there is no restriction on how many can be entered.