When dealing with customers who have different sales prices, you can create multiple price lists and link each customer to the appropriate one—whether end user, dealer, or a custom price list—to ensure the correct price is applied automatically during sales.
Creating and Updating Price Lists and Linking Them to a Customer
First, make sure you have permission to the Price Lists page, then follow the steps below.
1. Creating a Price List
Go to the “Sales” module.
Open the “Price list” page.
Click on “Add New”.
Enter the price list name.
Select the default price (Zero, End User, Dealer, or Super Dealer).
Note: Based on the selected default price, item prices are automatically loaded—either as zero if “Zero” is selected, or from the item’s basic data (End User, Dealer, or Super Dealer).
Click on “Save”.
2. Displaying and Updating Prices
Select the Price Lists you want to display or update (you can filter by Stock items classifications or Brand).
Select the stock item classification.
Select the appropriate Unit of measure.
The default Selection here is “Items without UOM”.
Click on “Show Stock Items”.
The items will be displayed according to the selected filters for viewing only.
Click on “Update Prices”.
Click on “Download Shown Items”.
Open the Excel file and update stock item prices (price, discount, and discount type for each price list).
Click on “Select updated file from your device” to upload the edited file.
Click on “Upload File”.
Select “Yes, this is okay for me”.
Click on “View Updated Price Lists” to view the lists after the update.
3. Linking a Customer to a Price List
Go to the “Sales” module.
Open the “Customers” page.
Click on “🔍” next to the name to search for the customer.
Click on “Edit”.
Select the pricing type: “Custom”.
Select the price list you want to link to the customer.
Click on “Update”.
Notes:
Make sure that the “Change item price when changing customer” setting is enabled in the sales settings to ensure that the price list linked to the customer is automatically applied.
Make sure the “Show item last sales price” setting is disabled in the sales settings so it does not affect the prices in the price lists.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.