Set and maintain prices
The day-to-day: setting prices, agreeing them with a customer, breaking them by quantity, importing them, and moving them all at once.
Everything here assumes your price lists exist and are scoped correctly. A correct number on the wrong list is still a wrong price, so start with Design your price lists if you have not.
The tasks are roughly in the order a new shop needs them: catalogue prices first, then the negotiated layer, then quantity breaks, then the things with an end date, then bulk work.
- Set a list price — the base price every other layer starts from.
- Contract prices for a customer — the negotiated price one account sees.
- Scale and volume prices — price breaks by quantity.
- Time-limited and on-request prices — campaigns that expire, and articles with no published price.
- Import prices in bulk — a price book from your ERP or a spreadsheet.
- Adjust a whole price list — the annual price round.