A price list lets you specify a set of product and SKU prices for a particular group of customers. For a given price list, you can define different prices for a product or SKU based on the quantity of items purchased.
It’s a good idea to create a hierarchy of price lists, the first of which being a base price list or the first list from which other price lists inherit prices. That way, you need to provide prices to other lists only when you want to override the defaults from the base list. Keep in mind that you can create as complex a price list hierarchy as you like. Each list can inherit prices from the lists related to it: for a given product or SKU, a price may be inherited from a base list or the nearest list that has a price for it.
There are two views that you can use to create and delete price lists. Your system administrator may eliminate one view from your application or keep both available to you, in which case you should know the differences between them:
Price Lists view organizes price lists in a tree that reflects the inheritance relationships among lists. Base price lists display on top and nested within them are their child lists.
Price Lists and Folders view organizes price lists in the folders of your choosing. If you don’t add price lists to folders, they appear alphabetically in the top-level of the hierarchy.
If you use Price Lists and Folders view, consider how you want to organize your price lists, then create the appropriate folder structure before creating the price lists you’ll add to it.
Creating Price Lists
This section describes the properties you are required to fill in when you are creating a price list. In addition, you’ll find information about selecting a base price list because most price lists inherit prices from a base list. If you are using Price Lists and Folders view, add your price lists to folders, so they are visible in that view. For a comprehensive list of price list properties, see Modifying Price List Properties.
To create a price list:
In the Price Lists view or Price Lists and Folders view of the Browse tab, click the CreateNew button and choose Price Lists. To learn how to access these views, see Views for Price Lists.
The Details pane displays empty text boxes you fill with information about the price list.
Provide a name for the price list in the Name text box. (Required)
From the Locale dropdown, select the appropriate locale, if you prefer a locale other than the default,
en_US. The locale you provide here determines the currency and symbol used by the prices in the price list. Note that when prices are displayed in browsers supporting other locales, prices are calculated based on the units in the Price List Pricing tab and currency that represents the locale you supply here. (Required)If you want the new price list to inherit prices from another list, click the Edit button beside the Base Price List property. When the Select an Item dialog box opens, navigate to the price list, select it, then click OK.
If you are using Price Lists and Folder view, specify the price list’s location in the folder tree by adding, replacing, or removing a parent using the Select Parent and Clear buttons on the top right of the Details pane. A parent is preselected if you see a folder name beside Select Parent.
Add or replace a folder parent by clicking Select Parent and, once the Select an Item dialog box opens, clicking the radio button beside your preferred parent. Click OK.
Remove a folder parent by clicking Clear beside SelectParent.
Click Create.
The new price list displays in the Navigation pane, and information that describes it displays in the Details pane.
Once you have created the price lists, it automatically displays in the Price List Pricing tab table for all products and SKUs. Now, you need to define the prices for the list by overriding existing prices or providing new ones as necessary. Also, it’s a good idea to assign the price list to users. See the Using and Defining Price Lists section for instructions.
Creating Price List Folders
This section describes the properties you are required to fill in when you are creating a price list folder. It also describes how to select a parent folder. Price list folders don’t have to exist in other folders, but if you decide to add this folder to one, now is a good time to select the parent. If you don’t select one, the folder will exist in the top-level of the hierarchy.
To a create price list folder, follow these steps:
In Price Lists and Folders view of the Browse tab, click the Create New button and choose Price ListsFolder. To learn how to access this view, seeViews for Price Lists.
The Details pane displays empty text boxes you will fill with information about the price list folder.
In the Name text box, enter a name for the price list folder. (Required)
Specify the price list folder’s location in the folder tree by adding, replacing, or removing a parent using the Select Parent and Clear buttons on the top right of the Details pane. A parent is preselected if you see a folder name beside Select Parent.
Add or replace a folder parent by clicking Select Parent and, once the Select an Item dialog box opens, clicking the radio button beside your preferred parent. Click OK.
Remove a folder parent by clicking Clear beside SelectParent.
Click Create.
The new price list folder displays in the location you specified.
