Price lists: agreed rates for a customer

A price list holds agreed rates for particular customers. When you add an item for one of them, their rate is used.

Where

Sales & CRM › Items & Price lists › Price lists

Who

Anyone allowed to manage items.

Press + New price list. Type its Name and a Short description, choose a Currency (or Any currency), and when it Starts on and Ends on. Leave Active ticked. Press Save.

Open the list. Under Overridden rates, choose an item and type the agreed rate for this list.

A price list opened: its overridden rates and who gets it

Under Who gets this list, choose the customers and press Save assignment. Only they get these rates.

A list with no customers assigned does nothing. A list priced in one currency only applies to documents in that currency.

The table shows each list's Company, Currency, how many Overrides and Customers it has, when it Applies (Always, or its dates) and its Status. ← Items goes back to your items.

Before: Your items · Next: Make and send an estimate