Using Price Lists
In this article you will learn the in’s and out’s of the Price List screen, such as:
Add and manage new price lists and product prices, costs, and box dimensions from the Price Lists tab.
Massively update their information and upload your company's price list into Komet Sales to set specific Prices and Costs for every product.
Automatically update product information and set Seasons for each price list.
Roles enabled to use this screen: Admin and Sales Manager.
When you enable Price Lists, the system will use these prices and costs to suggest them through the system when adding products.
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Why use Price Lists?
Managing prices and product information is easy with Komet Sales. You can add new price lists, update product prices, costs, and box dimensions, and even upload your company's price list. This allows you to set specific prices and costs for each product. You can also automatically update product information and assign seasons for each price list. All of these features are available in the Price Lists tab.
Managing product information and prices can be challenging, but Komet Sales is here to simplify it for you. Our platform provides various features that enable you to add and manage your pricing with price lists and update product prices, box dimensions, and costs quickly and efficiently.
When you enable Price Lists, the system will use these prices and costs to suggest them through the system when you add products.
Types of Price Lists
There are three types of Price Lists:
Prebook Price List. This list applies to Prebook Orders.
Open Market Price List. This list applies to Open Market Sales.
Standing Order Price List. This list applies to Orders generated through Standing Orders.
When you create a Price List, you can set it as a Default or a Master Price List. Here is an explanation of both types:
Master Price List. A Master Price List applies to the whole company. When choosing a Price List as Master, the system uses it to create an order for a customer with no set Price List. There can only be one Master Price List.
Default Price List. A Default Price List lists products with a defined base price for each item. This price list applies to every customer and season. A Default Price List is a base for each price list you create and the season assigned to them.
For Customers purchasing through the E-Commerce, the system will use Price Lists with the type All or Prebook.
To set an existing Price List as a Master Price List, it must not be associated with a Customer, Location, or a specific Type.
Enable Price Lists
To use the Price and Cost Lists screen, do the following instructions:
Go to Setup and select Settings.
Select Price Lists from the Customers group.
Activate Enable Price Lists.
Enable Include Costs to include costs and assign them to specific Vendors.
Enable Price List Automatic Addition to automatically add new product packs to Price Lists.
Click Save to store the changes.
Manage Price Lists
From this screen, you can add new Price Lists, edit them, create Seasons, associate customers, manage prices, and export them to PDF and Excel files.
Add a Price List
To add or create a new price list, follow these instructions:
Go to Price Lists in the Setup tab.
Click on New Price List.
Fill out the information and select the Price List type in the pop-up message.
Click on Save.
Once you create a Price List, it is not possible to change the Price List Type.
Add products to a Price List
After creating a new Price List, you must add products and their information. Products are added through Seasons. To do this, follow these instructions:
Click on the dropdown button in the Actions column and select Edit.
Click on New Season.
Enter the name of the new Season and select the date range when the Season is effective; you can also leave the End Date field empty to keep the Season going.
Add products. You can copy them from a previous Price List, upload them from a Master Template, or add the products manually.
Click Save to store the new Season in the Price List.
You can add a Product to multiple Price Lists. To do so, select as many Price Lists as you want on the Add Item to Price List pop-up.
Master Template
A Master Template is an Excel file to add all your prices and costs to every product in Komet Sales. Once all the information is added, you can upload the file to Komet Sales, and the system automatically adds them to a price list in Komet Sales.
To download a Master Template, click on the Actions button at the top left of the list and select Download Master Template.