18 Oct, 2021
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    Price List

    This guide covers:

    Creating a new price list

    Individual products

    Product groups

    Associating a price list

    Location-based

    Customer group

    Specific customer

    Specific time range

    If multiple price lists are applicable to an item during a transaction, the lowest price will apply. 

    For example:

    Price list 1: Tennis Shoes = $100

    Price list 2: Tennis Shoes = $80

    In this example, the POS will override Price list 1 and choose Price list 2, which has the lowest price for the product.

    Creating a new Price List

    In the back office, navigate to the PIM module and select Price lists. 

    Click New to create a new price list. Fill in all necessary fields. 

    Price lists can have a start and end date, or you can leave those fields blank to have the price list last indefinitely. 

    To ensure the price list is active, check the Active checkbox below the price list’s name. You may uncheck the box to turn off a price list.  

    Save the price list when you are done to open up new tabs.

    Choose the appropriate tab to begin creating the price list:

    Products with special prices
    Discounts to product groups

    Products with special prices (Individual products)

    Apply a price list to specific items. You can discount items by a dollar about or by a certain percentage.

    Click the Add items button to add items. This will open a menu labeled Add items to price list. 

    Here, you can add items individually or by group, category, brand, or supplier. 

    Once added, click Save and close the window. Enter a new price in the New price column, or enter a discount in the Discount column. 

    Save when you are done.

    Discounts to product groups

    Apply a price list to entire product groups and subgroups. More than one product group can be added to this price list. You can only create percent discounts. 

    Save when you are done.

    Associate a price list

    Price lists will not go into effect until they are associated. This can be done in one of four ways:

    Location
    Customer Group (valued customers, etc.)
    Specific Customer
    Time periods (weekend sale, Black Friday price list, etc.)

    Associating a Price List to a Location

    Navigate to the Retail chain module and select Locations. Select the location that you’d like to add the price list to. You can add up to five price lists in the Store price lists section. Click a dropdown menu and select which price list you’d like to apply.

    Save when you are done.

    Associating a Price list to a Customer Group

    Navigate to the Customers module and select Settings to open the customer groups menu.

    Right-click a customer group and select Edit to associate a price list to it.

    You can add up to five price lists to a customer group. Click a dropdown menu and select which price list you’d like to apply. 

    Save when you are done.

    Associate a Price list to a Specific Customer

    Navigate to the Customers module and select All customers.

    Click on the customer’s name who you’d like to associate the price list to, and scroll down to the Sales section in the left-hand gray menu.

    You can add up to three price lists to a customer group. Click a dropdown menu and select which price list you’d like to apply. 

    Save when you are done.

    Associated Price List with Specific Time Period

    All price lists may be configured with an active start and end date. Price lists can also be set to not expire.

     If a price list is applied to a customer group, customer, or location, but it is outside of the time specified, it will not apply.

     For this type of Price list, you must specify an end date on the price list card.