Price Lists allow you to configure different prices per customer.
(If you have already enabled Price Lists want to disable them and use the same price for all Accounts follow the instructions below at the end of #1)
This article explains:
How to load Price Lists
How to assign Price Lists to Accounts
How to set currencies for Price Lists
1) Load Price Lists
Loading Price Lists via integration
Load the following files with Price Lists for your items and assign Price Lists to Accounts in the Accounts file
Loading Price Lists via Excel
If you are loading your item information manually via Excel using the mapping wizard (for a trial of Pepperi, or if you are not using automatic integration or CSV files yet) then you must upload the various prices along with your items. When you upload items make sure to upload multiple price lists for each item along with all the other fields you upload.
|Item Code||Price List 1||Price List 2||Price List 3||Price List 4|
In your Accounts Excel file, when uploading your Accounts (customers/clients) you must assign each Account to a price list. Do this by adding a column that contains that name of the price list exactly as it appears in the Items file heading.
|Account Code||Account Name||Address||AgentID||Price List Code|
|12345||Store1||- - -||805||Price List 3|
|54321||Store2||- - -||805||Price List 4|
|98765||Store3||- - -||806||Price List 3|
Next, go to the Settings -> Pricing Policy -> Pricing Policy
Select "Price Level" in the "Calculate price based on:" menu.
(other selections in this window are not relevant to Price Lists).
IF YOU WANT TO STOP USING PRICE LISTS AND GO BACK TO USING JUST ONE PRICE FOR ALL ACCOUNTS: select Retail Price from this pull down menu and any Price Lists you have loaded will be disabled.
2) Set Currency
Next, go to Settings -> Pricing Policy -> Price Level in order to set the currencies for your price lists.
Each of the Price Lists you uploaded with your items will be listed here.
Select a price list -> Action -> Edit
You may edit the currency. Click Save.