What this page is for
This page creates a new price list, or changes the name and priority of one that already exists. A new list starts with no prices and is not yet active; the first approved price change onto it is what switches it on, so a half-written list can never price a sale by accident.
Once created, a list's currency and whether its prices are tax inclusive or tax exclusive can never change: both are fixed for the life of the list. To sell in a different currency or tax treatment, create a second list.
Only people whose role can set prices see this page.
Fields
Name
What the list is called. Required.
Example: Retail
Currency
The currency every price on this list is in. Required, and fixed once the list is created.
Example: KES
Prices are
Whether the prices you type on this list already include tax, or are before tax. Fixed once the list is created.
- Tax inclusive: the price shown is what the customer pays.
- Tax exclusive: tax is added on top, typically for business-to-business pricing.
Example: Tax inclusive for a shop till; Tax exclusive for a wholesale list sold to VAT (value added tax)-registered buyers.
Priority
Breaks a tie only between two lists that would otherwise apply exactly as closely to a sale; it never beats a more specific assignment such as a customer group. A higher number wins the tie.
Example: 0, left at the default, unless you deliberately have two lists competing at the same level.
How to…
How to create a price list
- On Catalogue → Price lists, press New price list.
- Fill in Name, Currency and Prices are.
- Press Create price list.
- Raise a price change onto it to give it prices, and assign it to where it should apply from the list's own page.
How to change a list's name or priority
Open the list and press Edit, change Name or Priority, and press Save price list. The currency and tax treatment cannot be changed here.
Worked examples
Supermarket
Tumaini Supermarket creates Wholesale: Name Wholesale, Currency KES, Prices are Tax exclusive. She then raises a price change to set its first prices and assigns it to the Corporate customer group, so business buyers see wholesale, tax-exclusive prices and everyone else sees Retail.
Restaurant and bar
The Acacia Grill & Bar creates Happy hour: Name Happy hour, Currency KES, Prices are Tax inclusive. She assigns it to the bar's order type so it only applies there, and raises a price change with lower drink prices before submitting it for approval.