Price Lists

Price lists allow you to offer different prices to different customers. With price lists, you can adjust all prices by a percentage amount or set specific prices on each product. Each price list has a currency, so they can also be used to sell your products in multiple currencies.

Getting Started

Price Lists are set up on the admin site from Settings > Price Lists. You can add as many price lists as you need and assign them to specific customers.

Every item has a Unit Price that is used if the customer has no Price List assigned to them. This is known as the "Default Price".

When you set up a Price List, the Conversion Rate is used to set the initial price for each item relative to the default price. For example, if you set the Conversion Rate to 120% the prices will be 20% higher. If you set the Conversion Rate to 100% the prices will be the same as your default price.

If you need more control, you can set a specific price for each Price List on each item. This can be done from the Pricing tab when editing a product on the admin site. Each price list has a separate Unit Price. If this is left blank, the conversion rate price will be used.

Assigning a Price List to a Customer

A Price List can be assigned to each customer using the Price List field when editing a customer on the admin site. This field is also shown when adding a new customer as an admin user or sales rep.

If the Price List is left blank, the default prices will be used.

Bulk Updating Prices

If you have lots of prices to edit, the easiest way to do this is to edit them in a spreadsheet using the product export and import. The product export file can be edited directly and then used as a basis for a new import which will update any products already on the system. To do this, export your products from the Products section in the admin, then load the file into a spreadsheet. Export your changes as a CSV file and upload it to Products > Import. For each price list you will see two extra columns on the export file, for example “Unit Price:Price List Name” and “RRP:Price List Name”.