Price Lists

Create customized prices with price lists.

Price lists allow you to create customized prices for different customers and regions.

You can also change the default view by using the options available under the orchestration icon.

With the table orchestration, you can add custom columns to the list view, by adding mixin fields as columns. If you have already defined mixin schema for the entity, you'd be able to select the defined mixin fields to display them in the main view.

See example how to do it in the Displaying mixins in entity list view documentation.

Creating a price list

1

Start a new price list

Go to Management Dashboard -> Pricing -> Price lists and choose Add new price list.

2

Define the details

Enter the information for your new price list:

• Id - an identifier of the price list

• Name - your price list name

• Customer groups - the customer groups that the price list should refer to

• Company - the legal entity that the price list should refer to

• Valid from and Valid to dates - the time frame for the price list to work

• Currency - the currency for the price list

• Region - the region the price list should apply to, it's possible to select multiple regions

• Country - the country the price list should apply to, it's possible to select multiple countries

Customer group vs company visibility Price lists can be assigned directly to customer groups or to companies (legal entities). When assigned to a company, the list automatically applies to that company and all of its subsidiaries, and it cannot be combined with customer-group assignments. Assigning a price list to a customer group makes it available to every user in that group, regardless of the legal entity they use to log in. Assigning it to a company restricts visibility to that legal entity and its subsidiaries. Users see company-specific prices only when they are logged in as the matching company (or a subsidiary), and the list disappears immediately after switching to a different company context.

Only the Name is mandatory for a price list creation. You can decide to edit other details later. You can also set up a custom price list ID in the Id field. Otherwise, a unique ID is automatically generated when the list is created.

3

Save your configuration

Choose Save to add the new price list.

Your new price list is added to the list of price lists. You can search for your lists by filtering by the attributes you specified: name, currency, region, country and validity.

Linking a price list with a product

1

Open the price list

Go to Pricing -> Price lists and select the price list to which you want to add the product.

2

Switch to Products

Open the Products tab.

3

Choose a catalog

From the drop-down list in the Add catalogs field, select the product catalog.

4

Find the product

In the navigation menu, go to the catalog that contains the product you want to add to your price list.

5

Add the product

Use the Add button. The product appears in the price list with its price model, net catalog price and net sale price. You can delete the product at any time.

6

Optional: Adjust the price model

In the price list's products view, you can change the price model for each product.