Generating Price Lists

You can generate a price list document that shows your items and their prices for each customer. Then, you can print, fax or email this price list to send it to your customer.

When you print a price list for a customer, the item prices are based on the price level or group identified for that customer. This is the same price that shows when the item is added to a sales transaction for that customer.

If you use the Multiple Currencies feature, price lists are generated for only a customer's primary currency. For more information, see Customers and Multiple Currencies.

The following procedures step you through generating prices lists from a variety of NetSuite pages.

To generate price lists from the Print Checks and Forms page:

Go to Transactions > Management > Print Checks and Forms.
Click Price Lists.
In the Generate Price Lists page, select the customer accounts you want to generate a price list for.
Click Print.

Alternatively, click Email to send the price list to a contact.

To generate price lists from a customer record:

Go to Lists > Relationships > Customers.
Beside the customer record, click View.
Click More Actions, and then click Generate Price List.
Click Print.

Alternatively, click Email to send the price list to a contact.

To generate price lists from the Transactions > Customers menu:

Go to Transactions > Customers.
Click one of the following:
- To create price lists for more than one customer, click Generate Price Lists.
  1. On the Customers subtab, select the customers you want to create a list for.
  2. On the Items subtab, choose the items to show in the price list.
    
    You can also click the Customize button to filter the lists.
    
    For more information, see Generating Bulk Price Lists and Customizing Lists.
- To create a price list for one customer, click Individual Price List.
  1. Select the customer or project you are creating a price list for.
  2. Specify which items to include in the list. For example, choose to show only inventory items.
    
    For more information, see Generating an Individual Price List.
After you select a filter it appears each time you view this page. The selected filter appears on the Items subtab on both price list pages.

The customer list does not display jobs if you use the Consolidate Projects on Sales Transactions preference.

The standard price list form displays the customer's address, the date the list is generated, item names and descriptions, item prices, and currencies. If you use the Quantity Pricing feature, the price list displays a column for each quantity and the corresponding prices.
Optionally, check the Round Quantities box.
- If checked, the quantity range appears, for example, “1-9, 10-99, 100+.”
- If cleared, only the minimum quantity appears, for example, “0, 10, 100.”
Note:
Items that have no price entered on the item record do not appear in the price list document.
After the list is set, choose to send the lists by email, fax, or by printing and sending the lists. You can print, fax, or email up to 100 price lists at one time.

One price list document is generated per customer. Documents that require multiple pages are numbered when you customize price list forms to show page numbers. For more information, see Customizing Price List Forms.

The following NetSuite roles are permitted to print price lists:

A/R Clerk
Accountant
Accountant (Reviewer)
Bookkeeper
CEO
CEO (Hands Off)
CFO
Customer Center

The Price List function is not intended to show or print a specific price level for all items. To do this, you need to create a pricing search. For more information, see Working With Pricing Searches.

To generate price lists from the Print Checks and Forms page:

To generate price lists from a customer record:

To generate price lists from the Transactions > Customers menu:

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