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. 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.
There are 2 ways to make a new pricebook, you can do manually 1 by 1 or via CSV (Import).
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
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.
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:
Step 1. Go to Users, click on your user's group
Step 2. On the SellAdvance roles, tick the PricebookSelector roles and click Submit button
Step 3. Try to log out and log in again on your user to apply the roles update
Step 4. Go to the Sell menu, input the product that has 2 or more pricebooks
Step 5. Click the item row and you can choose which pricebooks you want to use
[Tutorial Video] Use Pricebook/Wholesale Prices
You might also like to read these related articles:
You might want to Authorize Shopee Account, Tokopedia Account, Wocommerce, and Tiktok to DealPOS.
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.