How to Use Pricebook/Wholesale Prices

Pricebook/wholesale is a feature that makes you able to set special prices / wholesale prices depending on the minimum purchase quantity required in a transaction without changing the original price of the product.

Example: You sell clothes for Rp. 100,000.00 / Pcs but if the customer buys more than 10 pcs, it will be charged at the price of Rp. 95,000 / Pcs or you can also add a discount if needed.

You can also use e price book to give special prices to loyal customers or only your particular customers by setting it directly in the customer's contact.

Table of Content:

I. Enable Pricebook

II. Add New Pricebook

III. Using Pricebook on Sales

IV. Show Pricebook Name to Item Description

V. Pricebook Selector Roles

I. Enable Pricebook

Step 1. Go to Setup, Click More Menu, then SelectModule

Step 2. Go to Sell Tab, Enable Pricebook, then Click Save

Click the Sell tab on the configuration module and scroll down to Pricebook, then set the pricebook to 'Yes' and click the save button.

II. Add New Pricebook

Step 1. Go to Promotion, Select Pricebook Tab, then Click Add

Click the Add button on the Price book tab on the Promotion menu.

Notes :

There are 2 ways to make a new pricebook, you can do manually 1 by 1 or via CSV (Import).

Manually

Import CSV

Step 2. Input Pricebook Detail

Fill in the Price book Form and click the Add a Variant button to set the price book per variant.

Step 3. Setting Pricebook Price on Variant/Product

Set Price book Variant and click the Ok button to submit.

Step 4. Click Save

Step 5. Pricebook was Successfully Added

Notes :

If you want to be able to change the price book, then you need to give access to the price book selector: "Explanation of the Functions of Role Users".

III. Using Pricebook on Sales

Step 1. Go to Sell, then Input Product with Pricebook Price

Step 2. Edit Item Qty, then Click Ok

The following example is how to price book work with a condition if the customer buys a product of 10 pcs or more, the customer will get a special price from the price book.

If the quantity of products Sold < 10, the Price book will not be applied

If the quantity of products Sold ≥ 10 Price book will be applied

Step 3. Pay Transaction

Click the pay button to process the transaction.

Step 4. Sales were Completed

Sales using the price book succeed.

IV. Show Pricebook Name to Item Description

You can also show the Pricebook in the product description when selling to show the price book applied to that product. To show the price book label on the customer invoice, you can follow the steps below :

Step 1. Go to Setup, Click More Menu, then Select Module

Step 2. Go to the Sell Tab, then Enable Copy Pricebook to Item Description

Click on sell, scroll down to pricebook, and tick yes to copy to the item description.

Enable copy pricebook name to item description

Step 3. Go to Sell, then Make Sales Transaction

Go to the Sell menu and make a transaction using products that have been assigned to the price book.

The Receipt from that transaction will show the price book applied to the products description :

V. Pricebook Selector Roles

When your products are having multiple pricebooks, you can only choose what pricebook will be used in the sell menu when you want to sell the products. To be able to choose the pricebooks in the Sell menu, you must have PricebookSelector roles in your user group. To set the PricebookSelector Roles on your user group, you can follow the steps below: