Set special prices with price lists

A price list holds special prices, for example for wholesale buyers or restaurants. Give the list to a customer, and their invoices, quotations and till sales use those prices by themselves.

Steps

1. Open Sales & Invoicing, then Price lists. You see your lists, their rules and how many customers use each one.

   

2. Click New price list and name it. For example "Hotels and restaurants". Pick the currency it is for.

3. Click + Add rule. A rule applies to All products, A category or One product. Add a minimum quantity for a quantity break, and dates for a limited offer.

   

4. Set the price. Choose % off sale price, Fixed price or % on cost, and type the value.

   

5. Click Save price list.

6. Give it to a customer. Open the customer, click Edit, and pick the list under Price list.

   

7. Save the customer. Their page shows the list. New invoice and quotation lines for them use its prices.

   

Good to know

• When several rules match, the most specific wins: one product beats a category, which beats all products. Then the higher minimum quantity, then the newest rule.
• Products without a rule keep their normal price.
• Untick Active to stop using a list without deleting it.