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How to create a custom price list

Create a price list for a group of customers, then update or delete it.

Written by George

Use a price list when different customers pay different prices, for example business accounts or a loyalty group. A new price list copies an existing one, so you do not start from scratch.

Create a price list

  1. Select Add Price List.

  2. Enter a Name.

  3. Choose a Price List To Copy. The new list copies its products, prices and active status.

  4. Optional: enter a number in Multiply Prices by to change every price at once. Use 0.8 for 20% off, or 1.2 for 20% more. Leave it empty to copy the prices as they are.

  5. Select Save.

Change prices

  • Edit one product: Go to More > Products, choose the price list from the menu, then select the pencil icon on the product. Change the price, or turn the product off if you do not want it on the order screen.

  • Edit many prices: Use Bulk Upload on the Products page, or the Price List Updater on the import page. Keep the product order the same when you upload.

Delete a price list

  1. Go to More > Products > Price Lists.

  2. Select the delete (bin) icon next to the list.

Use a price list

Assign a price list to a customer so it applies to all of their orders, or choose one when you create a single order.

Give a customer their own price list

  1. Open the customer and select Edit.

  2. Select the Billing tab.

  3. Select a Default Price List from the dropdown.

  4. Select Save.

New orders for this customer now use that price list.

Change the price list on one order

  1. Start a new order, or edit an existing one.

  2. Select a price list from the dropdown at the top of the order panel.

  3. Item prices update to that price list.

Users need the Assign Price Lists permission to change a customer's or an order's price list.

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