Pricing grids or categories enable you to define multiple selling prices for your products. For example, you can manage an individual price list, a corporate price list, an export price list and even a customer-specific price list.
Create a price list #
To add a price list, click on Sales > Price lists.
Create the rate card record. Once saved, it's time to add the Services or Products with the rates to be applied.
- Select the tab corresponding to the items (Products tab or Service tab)
- Click on Select product
- In the window that opens, select one or more Products using the checkbox at the beginning of the line.
- Enter the rate to be applied in the Rate grid column
- Click on Add to price list
Repeat this action as often as necessary. The data is presented in the form of a grid, with other information specific to the article.
In the event of a price entry error, you can click on the pencil icon at the beginning of the line to modify the price, as well as the choice of invoicing option.
You can also delete a line by clicking on the link icon at the beginning of the line.
The invoicing option (Do not invoice) lets you define whether an item in the price list will be included in an invoice when invoices are automatically generated, even if it includes a price.
Good to know : If a product has a price of 0 in the price list, this price of 0 will be applied in all invoicing when applying the price list.
Assign a tariff schedule #
You can then assign a tariff grid or category for each customer from the record a Customer accountby clicking on Modifyfrom the contextual buttons, then by selecting the desired price scale in the Pricing section.
When invoicing, in general, and regardless of the invoicing method, the application of pricing follows the order of priority below, depending on the presence of information:
- Rate defined in the rate schedule applied to the customer (even if the rate indicated is 0)
- Catalog price defined in item record
Good to know: In the case of item consumption invoicing , the price defined in the item consumption is applied first, if different from 0.