Price List
Click on Create Price List.
Fill in the following details:
Name* – Unique name of the price list.
Customer – Assign to a specific customer (if applicable).
Vendor – Assign to a specific vendor (if applicable).
Country, State, City* – Location details for price applicability.
Currency* – Select the currency in which the price list will apply.
Assigned Members – Users responsible for managing the price list.
Extra Members – Additional members with access.
Active – Enable/disable the price list.
Buying / Selling – Specify if the price list is for purchases (buying) or sales (selling).
Click Submit to save the price list.
Price List Item
A Price List Item defines the specific product details, prices, and conditions under a particular price list.
Creating a Price List Item
Select a Price List from the list.
Click on Add Price List Item.
Enter the following details:
Price List* – Select the price list to which the item belongs.
Product* – Choose the product.
Variation – Specify product variation (if any).
UOM (Unit of Measure)* – Select the applicable unit of measure.
Packing Unit* – Enter the packing unit details.
Price* – Enter the product price.
Tax – Define applicable tax rate.
Tax Price – System will auto-calculate based on tax, or can be updated manually.
Valid From* – Date from which the price is applicable.
Notes – Any additional remarks.
Click Save Changes to update the item in the price list.
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