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Version: 7.0

Pricelists and price types

Pricelists are used to store and apply prices in sales orders.

Where to find​

  • Pricelists — “Sales” → “Operations” → “Pricelists”;
  • Price types — “Sales” → “Configuration” → “Price types”;
  • Pricelist types — in the “Sales” → “Configuration” → “Settings” form.

Price types​

A price type is a named price scale. Each price type has a currency and a “price includes taxes” flag, and can carry default markups per item category. Price types are used as the price columns of a pricelist and to choose which price fills in an order line.

Pricelist​

A pricelist card includes:

  • number and an optional note;
  • pricelist type — a category that organizes pricelists (for example, “Wholesale”, “Retail”, “Promotional”);
  • validity period — start and end;
  • the price types whose columns are editable in this pricelist;
  • the list of items and prices — one price column per selected price type.

Pricelist statuses​

A pricelist usually goes through two statuses:

  1. Draft — price values can be edited; the pricelist is not yet used as a price source.
  2. Done — the pricelist is in effect; its values become a price source for its validity period.

The transition to “Done” is performed via the “Mark as Done” action on the pricelist card.

Editing a pricelist​

The pricelist card provides tools for filling in many prices at once:

  • a category tree and item search to add the needed items as lines;
  • a Change prices action that recalculates all editable prices in the pricelist using one of three modes — set markups from the previous prices, set markups from the price types, or take prices from the previous pricelist (optionally adjusted by a percentage);
  • a Copy action that creates a new pricelist from the current one.

Each price column can also be compared with the item’s currently effective price.

Using in an order​

When you add an order line, the system fills in the price by item, price type, and the order date/time. The price type itself is derived from the customer or from the order type.

The price is taken from the most recent pricelist in the “Done” status whose validity period covers the document date. If no pricelist value is found, the system falls back to the item’s own sales price.