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Working with Price Lists

This section describes the complete workflow with Price Lists: from creating a new list, defining prices, to its automatic usage in business documents.

1. Creating a Price List

Create a new price list in the standard way:

  1. Navigate to the Price Lists section.
  2. Click the Create Price List button.
  3. Enter a Name (e.g., "Wholesale 2025").
  4. Note: Price Lists do not have "Valid From/To" fields. Their validity is determined by their existence and assignment to an account.

2. Defining Product Prices

After saving the price list, you must select the products to be included and set their special price.

  1. Open the Price List detail view.
  2. In the Products panel, click Select (the + button or Select).
  3. Check the desired products in the list.
  4. After selection, the products are added to the list.
  5. Setting the Price:
    • Click the pencil icon on the product row (or the row itself, depending on configuration).
    • Fill in the Price field (the special price for this list).
    • The Currency field defines the currency of this price.
    • Save.

Bulk Editing

Prices are stored in the relationship between the Price List and the Product. If you need to edit prices in bulk, use the export/import function for the Price List entity (relationship data).

3. Assigning to an Account

For a price list to be active for a specific customer, it must be linked to them.

  1. Open the Account detail view.
  2. Find the Price Lists panel.
  3. Click Select and choose the desired price list.

This can also be done from the other side (selecting Accounts from the Price List detail).

4. Automatic Usage in Documents

The system automatically applies list prices in the following modules: * Quotes * Sales Orders * Invoices

How it works:

  1. Create a new Quote (or other document).
  2. Select the Account (customer).
  3. In the Items section, add a Product.
  4. The system checks in the background if the account has an assigned price list.
  5. If yes and the product exists in the price list, the Price field is automatically filled with the amount from the price list (instead of the standard product sales price).

Price List Priority

If an account has multiple price lists assigned, the system uses the one created last (newest by creation date). We recommend keeping only one active price list per account for clarity.