Pricelist


Last updated: 2026-03-29

Price Lists

The Price List module allows you to set up, manage, and organize the selling prices of your products. You can create multiple price lists to support different business needs, such as standard retail pricing, special wholesale discounts, or specific rates for foreign currencies.

When Do I Use This?

  • When you need to define standard baseline prices for your store or warehouse.
  • When creating special discounted pricing tiers for VIP customers, distributors, or employees.
  • When you sell goods internationally and need a dedicated price list in a different currency.
  • When you are running a seasonal promotion and need a temporary list of sale prices.

How To Use

Creating a New Price List

  1. Go to Sales (or Financial) → Price Lists from the main menu.
  2. Click + New.
  3. Enter a descriptive Name (e.g., "Wholesale 2024").
  4. Select the Currency for the prices on this list.
  5. Check the Active box to ensure your sales team can use it.
  6. Click Save.

Adding Products to the Price List

Once the main price list is saved, you need to add the products (Lines) and assign their prices.

  1. Open the price list you just created.
  2. Scroll down to the Lines section and click + Add.
  3. Select the Product you want to include.
  4. The system will automatically load the item's standard base price. Type over it to set your new special price.
  5. Click Save. Repeat for any other products.

Field Descriptions

Price List Details

Field Name Description
Name The title of the price list (e.g., "Standard Retail", "Corporate Partners").
Currency The monetary currency (e.g., USD, EUR) used for every product added to this list.
Description Internal notes about what this price list is for and who qualifies to use it.
Active Check this box to make the price list available for sales orders. Uncheck it to hide the list without deleting it.

Price List Lines (Products)

Field Name Description
Product The specific item or service you are adding to the price list.
Price The exact selling amount you want to charge for the product whenever this specific price list is used.
Tip: To save you time during data entry, whenever you select a Product, the system will instantly fetch and fill in its default base price. You can quickly adjust this number up or down to apply your desired markup or discount!