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changes.mady.by.user Andres Toledo

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Overview


Excerpt

Once the a default price list is set you can go ahead and create a price lists list 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:

Ui steps
sizesmall


Ui step

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

On


Ui step

 On the "Add Price List"

window

 window, type in the name, and enter any description. Select the type of inventory that you want these prices for. Once you are done, save it.

Right

 


Ui step

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

 

  For Multi-Location companies, the system allows associating the Price Lists with the locations needed.


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Info
For

To associate the

pricing on the

Price List to

be taken into account, for

a

specific

customer

, you have the option

in the Price List tab, go to Action column >

Selecting

Select the Associate Customer link after creating the Price List.

The other way to set the

To associate Price List to a customer

is

in the

Customers'

Customer 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.

 

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Info

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

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For both options, please refer to Assigning Price Lists to Customers.




Panel
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
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sorttitle
cqllabel in ( "seasons" , "price-lists" , "add-price-list" , "price-list-management" )
labelspricing price-lists

On the same window click

seasons


How to Add a season to a Price List?


Ui steps
sizesmall


Ui step

Click on the "+ New Season" green button

.                                         

 

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for an alreday created price list.


Ui step

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

Select


Ui step

 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
  • along with the ability to increase or decrease the prices based on a percentage amount.
2. 
  •                                                                                                                                                                                                                                                                       
  • Upload product prices from
template
  • a  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. 
  • . Please consider that if you update the prices using this option, the products with prices in zero won't be updated in the system.                                                                                                                                                                                    
  • Nothing, I want to add products prices to the list manually: Prices will be entered manually.


Ui step

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

or Manage Products.

         

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tip
Tip
titleTips
  • You can create as many prices lists as you need.
  • One single price list can have several seasons, there is no restriction on how many can be entered.

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