How to Create and Manage Price Lists

Goal

To explain how to create custom price lists for customers or suppliers. Price lists allow you to define specific pricing rules (such as fixed prices, special markups, or volume discounts) that override the system's standard calculation logic.

Overview: You can create multiple price lists in the system. These are categorized into two types:

• Customer Pricelist: Used to define selling prices for Operations, Products, Articles, and Transport.

• Supplier Pricelist: Typically used to define costs for external services, such as Transport carriers.

Procedure

Step 1: Creating a New Price List

1. Navigate to Settings > Price list via the main menu.
2. Click the green + Add new button in the top right corner.
3. Name: Enter a descriptive name (e.g., "Standard price list" or "Transport price list").
4. Price list type: Select whether this is for a Customer or Supplier.
5. Click Save.

Step 2: Configuring the Logic (Input vs. Output)

Once the list is created, you must define the rules. The system uses a conditional logic system similar to machine exceptions:

• Input (White Fields): The Condition. "If the order matches this...".

• Output (Blue Fields): The Result. "...then apply this price/setting".

Step 3: Defining Rules by Category

You can navigate between different tabs to set rules for different areas of the system.

• Operation Tab: Use this to set fixed prices for specific tasks (e.g., Cutting).

  • Example: If you select a specific material tag (Input), you can set a fixed Price per hour or Start cost in the blue columns.

• Product Template Tab: Use this to set prices for pre-defined products.

  • Example: For a "Folder A4 4-pages," you can define a set price for a specific Quantity.

• Article Tab: Use this to override material costs or margins.

  • Example: You can define a specific Markup (e.g., 50%) for a certain material tag or supplier, overriding the default account settings.

• Transport Tab: Use this to define shipping rates.

  • Example: Define a Price or Price kg based on the Quantity or Kilo (weight) of the shipment.

Summary: Any calculation that matches the White Input fields in an active price list will immediately apply the values found in the Blue Output fields, ignoring the standard system calculation.

Make sure the (right) price list is selected in your product calculation. 

The default price list can be set in Settings > Account > Extended information.

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