Price lists
Who: administrators. Price lists are maintained by an administrator or support; there's no screen to edit them yet. This page explains what to ask for.
A price list is a set of unit prices in one currency. It can apply to everyone, or only to one customer, business unit or warehouse.
What a price list holds
| Field | Meaning | Example |
|---|---|---|
| Code, Name | Identity | WHOLESALE-2026, Wholesale 2026 |
| Type | Standard, Retail, Wholesale, Customer specific, Business unit specific, Promotional, Export | Wholesale |
| Status | Draft, Active, Inactive, Archived. Only Active lists are used. | Active |
| Currency | Only orders in this currency use it | GBP |
| Customer | Optional: only this customer | (blank = everyone) |
| Business unit, Warehouse | Optional: only this unit or warehouse | (blank) |
| Valid from / Valid to | Optional dates | 2026-01-01 / 2026-12-31 |
| Priority | Lower number first | 100 |
Each item on the list:
| Field | Meaning | Example |
|---|---|---|
| Product, Variant | What is priced; variant optional | Ceramic Mug, Standard |
| Unit price | Price per unit | 4.50 |
| Minimum quantity / Maximum quantity | Quantity break | 1 / 49 |
| Valid from / Valid to | Optional | |
| Active | Yes |
Which price list is used
Quantity breaks
| Ceramic Mug item | Min | Max | Price |
|---|---|---|---|
| Break 1 | 1 | 49 | 4.50 |
| Break 2 | 50 | (none) | 4.20 |
| Quantity ordered | Price used |
|---|---|
| 40 | 4.50 |
| 50 | 4.20 |
| 120 | 4.20 |
Customer-specific prices
Two ways to give one customer their own price:
| Method | How | Wins over |
|---|---|---|
| Customer base-price rule | A BASE_PRICE rule for that customer | Every price list |
| Customer-specific price list | A price list with the customer filled in | Only competes with other lists |
Example: Café Aroma negotiates mugs at 4.10. The administrator adds a customer base-price rule: Ceramic Mug, Café Aroma, 4.10. Every Café Aroma mug line now starts at 4.10, whatever the price lists say.
If two active lists both price the same product and variant for the same order, the system picks by variant match and quantity break, not by list priority, so the result may not be the one you expect. Keep one active list per product for each customer, unit and currency combination, and use dates to switch lists over.
Changing prices
Create the new prices with Valid from set to the change date, and set Valid to on the old ones the day before. Orders are priced for their order date, so orders dated before the change keep the old price when re-saved.
Next: Pricing rules.