Navigate to Sales → Products → Pricelist, you will get the list of the pricelists. Click on the Create button and enter the following information. [1]
– Name: Enter the name of the price list.
– Currency: Select the currency for the price list.
– Company: Select the company for the price list.
Price Rules
From this section, you can fix the multiple price rules for the Pricelist. Click on the Add a Line button and Create a Pricelist Items.
Select Apply On: [2]
– All Products: Select this option if you want to apply the price list to all products.
– Product Category: Select this option if you want to apply the price list to selected categories in the Product Category field below.
– Product: Select this option if you want to apply the price list to selected categories in the Product field below.
– Product Variant: Select this option if you want to apply the price list to selected categories in the Product Variant field below.
– Min. Quantity: Enter the minimum quantity to be applied in order to activate the price list.
– Start & End Date: Set the start & end date for the price list.
Price Computation [3]
There are three types of price computations and those are:
– Fixed Price: Select this option if you are offering a fixed price on the products.
– Percentage (Discounts): Select this option and enter the percentage of discount you want to offer.
– Formula: From this section, you can set the condition of pricing.
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- Based on: Select the base price on which you want to apply the price list.
- New Price: Set the condition for the price list.
- Price Discount: Enter the percentage you want to offer a discount.
- Charge: Enter the amount you want to charge after the discount.
- Rounding Method: Enter the number round figure the price. For example, you entered 10 in the rounding method and the price after discount and charge is 76 so the rounding method will round figure the price as 80.
- Min. and Max. Margin: Enter the minimum and maximum margin.
After creating the price list click on the Save & Close button.
Select the Pricelist from above and set the Quantities. [4]
We have configured 3 quantities and all those are added in the below field. Now click on Select Product and select the product for which you want to apply this pricing.
Select the products as per your requirement and click on the Set Estimation Products. Now the selected products will be listed under pricelist. [5]
You can see the price of the single Binding product and the Binding product with 50 units is different. This is because of the price list i.e 10% discount if the quantity is 50. [6]
You can also create a quotation for the orders by clicking on the Create Quotation button and entering the details like Customer, Pricelist, and Customer Reference. Now the quotation is created.
Once the quotation is created it will be listed under Artwork or Simple Quotation. Here is the indepth instructions of Quotations. [7]
