Price list management

Find out how to create and update your price lists for your sales, associate specific lists with specific customers and obtain the agreed price on invoices.
Price lists

Price lists

By selecting the Sales> Products menu, you can access the Price Lists section. From here it is possible to create and update different price lists that can be associated with all or each of the customers.

Import and export price lists

Import and export price lists

It is possible to import or export one or more price lists, with each price for each product or service, from a single Excel file in csv format.

Update prices

Update prices

It is possible to update the prices of one of the lists or all of them at the same time, quickly, using the same Excel file in csv format.

Association of price lists to customers

Association of price lists to customers

It is possible to associate a price list with a specific customer, so that the prices of the selected list are applied to that customer automatically when generating any document.

Association of price lists to customer groups

Association of price lists to customer groups

It is possible to associate a price list with a customer group, so that the prices of the selected list are applied to the customers within that customer group automatically when generating any document.

Automatic Updates

Automatic Updates

When creating a document, be it an invoice, a quotation or an order, it is possible to manually change the price list to apply. The prices of the document will be updated automatically according to the selected price list.

Historical prices

Historical prices

It is possible to save in the documents if the sale price has been entered manually or if it has been defined through the modification or application of a price list.

Price list selection on invoice

Price list selection on invoice

You can at any time choose the price list to apply directly to the invoice, quotation or order.

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The ability to create my own custom price list is really useful.
We save a lot of time and everything is more organized.

Client