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Price Lists Administration

Permissions (ACL)

The Price Lists module uses the standard EspoCRM permission system.

  • Read: Users creating quotes/orders need at least Read permission for the Price List entity.
  • Edit: Managing price lists (creating, changing prices) should be restricted to sales managers or administrators.

Configuration

The module requires no special global configuration in the Administration section. All logic is data-driven (relationships between Price Lists, Products, and Accounts).

Export and Import

For bulk price updates, we recommend using the standard Import tool in EspoCRM.

  1. Prepare a CSV file with columns: PriceList Name, Product SKU (or ID), Price, Currency.
  2. When importing, select the Price List entity and the import type "Update relationships only" (if supported by your EspoCRM version), or import directly into the relationship data if you have access to the PriceListProduct entity (depends on specific importer configuration).

Note: In the basic version, bulk price import might be more complex and require direct database intervention or a special import script, as EspoCRM does not standardly allow importing "Additional Columns" in Many-to-Many relationships via simple UI.