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
Step 1. Click more menu on the Setup menu then click configuration module
Step 2. Click tab Sell on the configuration module and scroll down to Pricebook, then set the price book to 'Yes' and click the save button
II. Add New Pricebook
Step 1. Click the Add button on the Price book tab on the Promotion menu
Step 2. Fill in the Price book Form and click the Add a Variant button to set the price book per variant
Step 3. Set Price book Variant and click the Ok button to submit
Step 4. Click the save button to process
Step 5. Pricebook successfully added
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 the sell menu and then input the product
Step 2. Input quantity then press the ok button
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. Click the Pay button to process the transaction
Step 4. Sales using the price book succeed
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, click the module
Step 2. Click on Sell, scroll down to Pricebook, and tick Yes to Copy to item description
Step 3. 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:
How to Use Pricebook/Wholesale Prices Video :
You might also like to read these articles :
Getting Started for Marketplace Integration and see any marketplace that sync
For more information about price books, you can go to this articles group about Pricebook