Creating a Pricelist
There are 2 types of Pricelist: Customer or Supplier.
Customer Pricelist is found in Sales -> Configuration -> Pricelists -> Pricelists
Supplier Pricelist is found in Purchase -> Configuration -> Pricelists -> Pricelists
The user will require a manager access rights in Sales or Purchase respectively in order to access and create new Pricelist.
Creating pricelist for Sales or Purchase requires the same steps. Therefore in this example, we will explain only using the Sales pricelist. The same steps will be applicable to Purchase.
Go to Sales -> Configuration -> Pricelists -> Pricelists ->
- Pricelist Name
- Pricelist Type (Set the pricelist it represent. Sales or Purchase)
- Purchase Pricelist
- Sales Pricelist
Add an item - Pricelist Version
- Start Date
- First valid date for the version
- End Date
- End valid date for the version
Add an item - Pricelist Item
- Rule Name
- Specify a product if this rule only applies to one product. Keep empty if otherwise
- Product Category
- Specify a product category if this rule only applies to products belonging to this category or its childcren categories. Keep empty if otherwise.
- Product Template
- Specify a template if this rule only applies to on product template. Keep empty otherwise.
- Min quantity
- In order for this rule to apply, the quantity bought/sold must be greater or equal to this minimum quantity specified.
- Give the order in which the pricelist items will be checked. The evaluation gives the highest priority to lowest sequence and stops as soon as a matching item is found.
- Based on
This is to define which based price the calculation will be taken from.
- Public Price
- Product Sale Price
- Cost Price
- Product Cost Price
- Other Pricelist
- Based on another Pricelist
- Supplier Prices on the product form
- When defining Supplier in a product, you can set the specific supplier unit price. This value will be retrieve when this option is chosen.
- Public Price
New Price = Base Price * ( 1 + Field_1 ) + Field_2
Field_1: This field define a discount or supplement to the based price in term of percentage. For example:
To give a 10% discount off the based price, set Field_1 to - 0.10.
To give a 20% inclement on the based price, set Field_1 to 0.20.
Field_2: This field define a fix increment or decrement off the based price directly. For example:
To give a $10 off the based price, set Field_2 to -10
To increase $50 from the based price, set Field_2 to 50
Rounding Method: Set the price in which it is a multiple of this value. The rounding calculation is carried out to the nearest number.
If you set rounding method to 0.05, a price of 45.66 will be rounded to 45.65.
If you set the round method to 100, a price of 14567 will be rounded to 14600.
Note: Rounding Method is applied after Field_1 but before Field_2.
Therefore if you want all your prices to always end with 0.99, you can first set your rounding method to 1. This will always make the price to the nearest integer first.Then if you set -0.01 in Field_2, the rounded value will minus 0.01 away, leaving 0.99 in the end.
Min. and Max. Margin: This value enable you to guarantee a given margin over the base price. For example:
If you set the minimum margin as 50, the system will not return a value less than the margin during the discount calculation.
After defining the basic rule for the pricelist, you can save and close the form or save and create a new rule. This Pricelist Items will be applied to the Pricelist Version defined previously.
You can define mutiple Pricelist Items under the same Pricelist Version. The validity of the Pricelist Version is defined by the start and end date. When the Pricelist Version is active, the final product price will be based on the Pricelist Items defined in the list.