Last updated: 2024-02-20

Applies from: 2023.07-01.239 and later

Create price lists

You can create new price lists by copying an existing price list, by having a new price list inherit settings from a master price list you are referencing, or create a new one from scratch.

If you have your prices in Excel files, you can paste them in at a later stage, but first you need to create a price list, which is the container for the prices. The prices (numbers) themselves can then be pasted into the price matrix of the articles. More information on the price matrix is available at The price matrix.

Step 1: Create the price list

Copy a price list

You can create a new price list by copying one similar to the one you want to create, and then making the changes in the copy. This is convenient because you get articles and settings instead of having to create them again.

Select the price list you want to copy in the list and click on in the toolbar (or File > Copy). Then change the following basic settings on the General tab of the copy:

• Name: You cannot save the new price list until you have given it a name.

• Internet name: If the price list is to be selectable on the web portals, it is good if it has a unique name there.

• Private: Make the price list private and select it in the customer register of the customers it applies to. Then it is automatically selected on orders with those customers.

• Available for Internet order

• Valid from and possibly Valid until: If the price list replaces another price list, indicate the date.

New price list based on a master price list

Create a new price list by clicking on in the toolbar. Select the price list to be used as the basis for the new price list from the Main price list drop-down menu on the General tab. The new price list inherits all prices and settings from the main price list except those on the tabs General and Account coding.

Starting from a master price list can be useful if you want to make small deviations from a general price list, such as occasional customer-specific changes, but where the master price list should still be valid in large parts. You can then base the customer-specific price lists on the general price list and make the necessary adjustments for each customer in the customer price lists. For example, if you change the price of an add-on in the main price list, it will also change in the customer price lists, unless you have actively changed the price in one of the customer price lists. In this case, the price in the customer price list is not overwritten, even if the change was made later in the master price list than in the customer price list. This way you can keep the general price list settings up to date, but still have individually customised price lists for customers.

Settings inherited from the main price list are shown with grey italic text and filled checkboxes ().

Creating a new price list from scratch

If you are creating a new price list from scratch, you must also create all the items for which prices are to be calculated from scratch, or copy them . Click on in the toolbar and start by giving the price list a name. For more information on other settings, see Price lists, window.

Step 2: Select services

Go to the tab Services and tick the services that should be selectable on orders with this price list. A basic set of services is included in the installation. If you need to add more, please click on Create a new service or to open the register of posts. For more information, see Services (window).

Step 3: Ensure that all items needed for the new price list are available

Prices in a price list are based on items. If you have copied a price list, the new price list will contain the same items as the one you copied and you can edit them. If you are creating a price list from scratch, you will also need to create the items you want to use from scratch, or copy them from existing price lists.

Copying items between price lists

Open the price list containing the item you want to copy and go to the tab Price items. Then drag the item from the list and drop it on the price list you want to copy it to.

• It is not possible to copy an item from a master price list to a child price list in order to make it editable in the child price list. The subordinate price list inherits the main price list items and is already available in the subordinate price list.

• It is not possible to copy items inherited from a master price list. Inherited articles have greyed-out checkboxes on the Price items tab. Copy them from the main price list instead.

• Sub-articles are not copied.

Subordinate price list

If you have based the new price list on a master price list, you cannot edit the items in the new price list, you must do so in the master price list. However, you can add new items to the child price list or copy items from another price list.

More information on articles

• The price matrix

• Creating and setting up units

• Pasting prices from Excel into the price matrix

• Price items, window

• Price units, window

Step 4: Put a price on services

You price the services by selecting the items to be priced under Prices on the tab Services. The price from the individual items is totalled to give a price on a price line on the order. You can have several prices for the same service. The prices are then tested in turn, and the first price that produces a result is applied to the order.

If you have multiple items in a price, you can specify which items must generate a value for that price to be applied to the order by deselecting Allow failure on the items. By default, all items must generate values for the price to be applied to the order.

Subordinate price list

Prices of services inherited from a master price list are always lower in the order of priority than the prices created directly in the child price list. To be able to create a new price in a subordinate price list, you need to tick the service active ( instead of ).

Step 5: Price add-ons and options (optional)

Surcharges

Enter the unit price of the add-ons to be selected on orders with this price list.

Options

Start by ticking the options that should be available for orders with this price list. Then select an item from the drop-down menu for those options. When the option is activated on the order, either in the order reception, via EDI or on one of the web portals, the trade item is added as a manual trade item on the order.

Step 6: Select which items can be manually added to the orders (optional)

Go to Price items and tick the items that should be manually selectable on the order in the order reception, Opter Driver and on the web portals. For more information on article settings, see Price lists, window and Price items, window.

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