Price Lists allow you to configure different prices per customer. If you have customers that order in different currencies, you can set different currencies for each Price List and assign Accounts to the price list with the currency relevant to them.
This article explains:
- How to load Price Lists
- How to assign Price Lists to Accounts
- How to set different currencies for Price Lists
- Make sure your users are assigned to the relevant Price Lists for their Accounts
Disabling Price Lists: If you have already enabled Price Lists but want to disable them and use the same price for all Accounts, follow the instructions in section #2 below.
1. Load Price Lists
Loading Price Lists via integration/uploading csv files
Load the following files with Price Lists for your items.
Loading Price Lists via Excel (mapping wizard)
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 Item fields you upload.
|Item Code||Price List 1||Price List 2||Price List 3||Price List 4|
2. Assign Price Lists to Accounts
Via Excel (mapping wizard)
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 to your Excel that contains that name of the price list exactly as it appears in the Items file.
|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|
Via integration/uploading csv files
If you are loading your data via integration or csv files you will need to load the Accounts file the FIRST TIME ONLY via the mapping wizard, and include a column for Price Level Code (as shown above) and then you will be able to upload all subsequent updates to price list assignments via a csv file - using the column heading PriceListExternalID in the API_Accounts file (template here: Accounts File ) If you don't load it first through the wizard, you will not be able to map the PriceLevelName field in the API_Accounts file (you will get an error).
Next, set Pepperi to use Price Lists
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). Click Save.
To disable Price Lists (and revert to a global Retail Price):
IF YOU WANT TO STOP USING PRICE LISTS AND GO BACK TO USING JUST ONE PRICE FOR ALL ACCOUNTS: select Retail Price in the Pricing Policy and any Price Lists you have loaded will be disabled.
3. Set different currencies for Price Lists
All Price Lists will use your default currency unless otherwise indicated.
To check what your default currency is set to: Settings -> ERP Integration -> Configuration
You can set different currencies (other than your default currency) for each Price List.
Go to Settings -> Pricing Policy -> Price Level in order to set the currencies for your price lists.
The Price Lists you uploaded will be listed here.
Select a Price List -> Action -> Edit
Edit the currency. Click Save.
4. Make sure your users are assigned to the relevant Price Lists for their Accounts