📍 Where can I find this module?
Main Menu > Sales > Price List
Price lists (or Price Books) allow you to set multiple selling prices for your products and services. For example, you can manage a price list for individuals, one for businesses, one for exports, or even a custom price list for a specific customer.
When a Price Book is linked to a customer account, the prices defined in the Price Book override the catalog prices during invoicing.
Standard vs. Custom #
There are two types of rate schedules:
- Standard: reference grid.
- Negotiated: a rate derived from a finalized standard rate schedule, with reference values clearly indicated.
How can you tell them apart? #
A " Standard " or " Custom " badge appears at the top of the edit screen.
What's new in the interface #
- On a standard grid :
- The reference and difference columns are hidden.
- The ability to add or remove pricing rules or tiers is disabled (structure locked).
- On a negotiated rate :
- The reference values are view-only.
- Spreads are calculated automatically (to help visualize the trade).
- A notes field can be filled in (reason / customer message / internal comment).
Create a price list #
To add a pricing plan, click Sales > Price Lists.
Create the price list record. Once it has been saved, it’s time to populate it with the products or services and their corresponding prices:
- Select the tab for the items (the " Products " tab or the " Services" tab)
- Click on Select Product
- In the window that opens, select one or more products by checking the box at the beginning of each line
- Enter the rate to be applied in the Rate Schedule column
- Click on Add to the rate schedule
Repeat this action as often as necessary. The data is presented in the form of a grid, with other information specific to the article.
If you entered the price incorrectly, click the pencil icon at the beginning of the line to change the price or the invoicing option.
You can also delete a line by clicking on the link icon at the beginning of the line.
Create a negotiated rate based on a standard rate schedule #
If you have the necessary permissions and the rate schedule is standard and finalized, a " Create Negotiated Rate " button will appear in the action bar.
The negotiated rate created is a copy of the standard rate schedule, with references initialized (initially: value = reference).
Understanding Pricing Models #
Each pricing rule in a Price Book uses a calculation model. Here are the available models:
Volume Pricing #
The unit price depends on the total quantity ordered. The higher the quantity, the lower the unit price can be. All units are priced the same.
| Quantity | Unit price |
|---|---|
| 1 to 99 | 10,00 € |
| 100 to 499 | 8,00 € |
| 500 and up | 6,00 € |
→ For 250 units: 250 × €8.00 = €2,000.00
Tiered Pricing #
The quantity is divided into portions, each of which is charged at a different price.
→ For 250 units:
- 99 units at €10.00 = €990.00
- 151 units at €8.00 = €1,208.00
- Total: €2,198.00
Block Pricing (flat-rate pricing) #
A flat fee is applied based on the volume reached.
→ For 150 units with a flat rate of €1,000 (100+ tier): €1,000.00
Company Group (Group Rates) #
For companies that are part of a group, the quantities from all companies in the group are added together to determine the applicable tier. This allows companies to benefit from more favorable rates based on the group’s total volume.
View a Price Book #
View the list of Price Books #
- In the main menu, go to the Price Books module via Sales > Price Lists
- The list displays all available price books
View the details of a Price Book #
- Click on a Price Book's name to open its record
- The record :
- General information (name, active/inactive status, description)
- The list of pricing rules with the following for each:
- The item in question (product or service)
- The pricing model (fixed price or percentage)
- The calculation model (Volume, Batches, Flat Rate, etc.)
- Validity dates
- Price brackets
Check the price of a product or service #
From record Price record , you can check the price that will be charged for a given product or service:
- Select the product or service
- Enter the date and quantity
- The system displays the price calculated according to the applicable pricing rule
For a negotiated rate, the reference fields allow you to quickly see the difference between the negotiated rate and the standard reference rate.
Assign a pricing plan to a customer #
You can assign a pricing plan to each customer from the record Customer Accountrecord by clicking on Edit, then selecting the desired pricing plan in the Pricing section.
Pricing Schedule and invoicing #
Price priority order #
During invoicing, pricing is applied according to the following order of priority:
- The rate specified in the rate schedule applied to the customer (even if the rate listed is 0)
- List price defined in the record
Good to know: If a product has a price of 0 in the pricing table, this price of 0 will be applied to all invoicing the pricing table is applied.
How is the Price Book used during invoicing #
- A Price Book is linked to your customer account record
- When creating an invoice usage data, the system:
- Identifies the account's price book
- For each product or service purchased, look up the applicable pricing rule
- Calculates the price based on the model and the defined price tiers
- Generates invoicing lines invoicing the calculated prices
Special Cases #
- No rule found: the list price of the product/service is used
- Item marked "Exclude from invoicing": The item is excluded from invoicing
- Rule has expired: if the document's date falls outside the rule's validity period, the rule is not applied
Good to know: When invoicing item usage, the price defined in the item usage record takes precedence if it is not 0.
Comments on the invoicing lines#
Depending on the pricing model, explanatory notes may be automatically added to the invoicing lines invoicing
- Applicable bracket number
- Amount used by the account
- Group quantity (for group rates)
- Unit price applied
These comments help the customer understand the invoicing .