How To: Setup a Price List

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Price Lists can be used to provide customer-specific pricing, apply discounts to stock items, or maintain pricing for customers purchasing in foreign currencies.
Setting up a new Price List involves two stages:
  1. Creating the Price List.
  2. Adding stock items and pricing information.

Stage 1: Create a Price List

Before you can apply prices or discounts, you must create the Price List record.
  1. Open the System Data screen (show me how).
  2. Select the [ Sales Order Processing | Price Lists ] tab.
  3. Press Alt + E or click the Edit button to enter edit mode.
  4. Press F3 or click the Add button.
  5. Enter the required details for the new Price List.
    Note: The Price List and Active checkboxes are selected by default.
  6. Press Ctrl + S or click the Save button to save the new Price List.

Stage 2: Configure the Price List

Once the Price List has been created, you can add stock items and define the prices or discounts that will apply.
  1. Open a Promotion screen (show me how).
  2. Select the [ Price Lists | Stock Item/Price List ] tab.
  3. Select the required Price List from the drop-down list.
  4. Press Alt + E or click the Edit button.
  5. Press F3 or click the Add button.
  6. Enter the required information in the relevant columns.
  7. Repeat these steps for any additional stock items you want to include.
  8. If the Price List uses a foreign currency, select the required currency from the Limit by Currency drop-down list.
    Note: Leave this set to None when creating a Sterling Price List.
  9. Press Ctrl + S or click the Save button.

Using Foreign Currency Price Lists

Price Lists can be restricted to a specific currency, allowing you to maintain separate pricing for overseas customers.
When a currency is selected in Limit by Currency, the Price List will only be available to customers using that billing currency.
For Sterling Price Lists, leave the currency restriction set to None.

SCS Items and Price Lists

Parent SCS items can be added to a Price List.
When child SCS items are added to a sales order, any applicable Price List pricing or discounts will still be applied automatically.

System Setting: Force Sales Order Lowest Price

If your business uses multiple currencies, the Force Sales Order Lowest Price setting must be disabled.
  1. Open [ System Values | Sales | Pricing ].
  2. Ensure Force Sales Order Lowest Price is not ticked.
Important: Enabling this option can prevent foreign currency Price Lists from working as expected.

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