Assigning Price Lists is super important - otherwise you will see prices as 0.00 in your catalog!!
If you want to use different prices for your items depending on the Account you are selling to, this is what we call Price Levels or Price Lists.
(If you have already enabled Price Lists and you want to disable them and revert to using the same price for all Accounts follow the instructions below)
Example:
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 |
1) Go to the Settings button -> 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.
IF YOU WANT TO STOP USING YOUR PRICE LEVELS AND GO BACK TO USING JUST ONE PRICE FOR ALL ACCOUNTS: select Retail Price from this pull down menu and the use of Price Lists will be disabled. Make sure you have a regular price loaded for all your items other than the price lists, map the “Retail Price” or “Wholesale Price” field.
2) Next, go to Pricing Policy -> Price Level in order to set the currencies for your price lists. If you don’t require different currencies, don’t worry – your default currency is automatically listed for all price lists.
Each of the price lists you uploaded with your items will be listed here.
Edit each price list and select its currency.
Click Save.
3) The last step is to make sure your users have access to the price lists that their Accounts are assigned to.
This is done simply by going to the user's account, and checking off the price lists that the sales rep requires.
See the article on Assigning Price Lists to Sales Reps.
Now the sales rep will be able to Edit/Create Accounts and select a price list for the Account.
You're done!
From now on Pepperi will use the price list price you uploaded for the item for the Account for display and calculation when the user submits an order for that Account.
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