Viewing and Managing Price Lists


If your system uses Price Lists, you can view them in the console under:
Master Data > Listings & Audits > Price Lists

  • Expand the + icon to view all products included in a price list.




Creating a New Price List 

Important: Only use this method if your Price Lists are not maintained via an automatic import.
If Price Lists are imported from a back-end system, any console changes may be overwritten during the next import.

To create a new price list:

  1. Select New.

  2. In the empty row, enter the Price List Name and Code.

  3. Click Save.



Adding Products to a Price List

To add products to your new (or existing) price list:

  1. Click the magnifying icon to open the product list screen.

  2. Select New.

  3. In the new row:

    • Click into the Product cell and select the product you want to add

    • Enter the Price

    • (Optional) Enter a Sequence Number to control display/order

  4. Click Save.

            You will now see the price list with its assigned products.



To Check the Products assigned to Price Lists

  1. Go to Master Data > Products > Products.

  2. Find the product and expand the + icon to view all price lists that product is assigned in.




To Check the Price List Assigned to a Customer

  1. Go to Master Data > Customers > Customers.

  2. Filter for the customer you want.

  3. Scroll to the right to view the Price List column.

To open the assigned price list directly:

  • Right-click the customer and select View Price List.