Price lists

When you need price lists

A shop with one price does not need them: the sale price in the item form is written to the default list automatically. You need lists when you have wholesale and retail prices, a special price for a customer segment, or prices in a second currency. Enable the feature under Settings, then Features, then Price lists (see Features and simple mode) and the Items, then Price lists entry appears.

Defining a list

1. Name and Type: sales or purchase. Each type has exactly one default for its type.
2. Currency: prices in the list are in this currency. A list cannot derive from a parent in another currency.
3. Prices include tax: when on, the entered price contains the tax and it is split out on the invoice; otherwise tax is added on top. The invoice shows which applies.
4. Derived from list plus Adjustment from parent %: enter -15 for a wholesale list 15% cheaper than retail. Any item without its own price here is computed from the parent, and any price you enter takes precedence.
5. Maximum discount %: a ceiling on discounts for lines of this list, checked together with the cashier's discount limit.
6. Active and an optional validity period: a seasonal list that starts and ends on a date.

Entering prices

Open the list to see its lines: Item, Unit (empty = base unit), From quantity, Price. A line with unit "carton" gives the carton its own price instead of factor times piece price. A line with "from quantity 10" is a tier: it applies when 10 or more are sold. The Unpriced only filter shows what has no price yet, and Fill missing copies missing prices from another list without touching existing ones.

The fastest route for the everyday price is the item form itself: the "Prices by price list" section shows every active sales list in one place.

How the price is chosen on an invoice

For each line the system searches the lists in this order and takes the first list that has a price:

1. The customer's list set on their record.
2. The customer group's list (see Areas and groups).
3. For point of sale: the POS channel list set in POS settings, and the cashier's list from their user record (see Setting up the cashier).
4. The default list for the type.

Within a list: the price of the chosen unit at the highest matching quantity tier, then the base unit price times the conversion factor, then the parent list with its adjustment. If no list has a price, the line is refused with ERR_NO_PRICE.