The pricebook feature will enable users to sell products at wholesale prices, bulk prices, or other special prices with a minimum purchase requirement for customers to qualify for the pricebook rate. The conditions for using Pricebook depend on the minimum quantity of products that must be purchased.
For example, the price of product A is Rp. 120,000, but when buying 10, the price will be cheaper at Rp. 100,000 per item.
This article will explain how to create and use a pricebook for wholesale prices or similar schemes with minimum purchase requirements.
Before adding and using the pricebook in the sell menu, you must activate and possibly configure some pricebook settings first. Learn more about Activate and Configure Pricebook.
I. 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 two options for adding products to the Pricebook, either adding them one by one or adding them in bulk through CSV. Learn more about Import Bulk Variants to Pricebook via CSV.
In this scenario, we are trying to add variants/products to the pricebook prices one by one manually.
Step 2. Setting Pricebook Price on Variant/Product
Set Price book Variant and click Ok to submit.
Step 3. Input Pricebook Detail
Fill in the pricebook Form and click the Add a Variant button to set the price book per variant.
Table Properties :
General | Description |
Name | Pricebook name |
Description | Pricebook description |
Configuration | Description |
Start Date | The initial time limit for using the pricebook (leave blank if you want to use it immediately) |
Expiration Date | The expiration date/time limit for using the pricebook (leave blank if there is no expiration time) |
Minimum Quantity | Minimum product purchase to qualify for the pricebook price |
Outlet | The outlet where the pricebook can be applied. (Leave blank if you want it to apply to all outlets) |
Step 4. Click Save
Step 5. Pricebook was Successfully Added
Notes :
Please ensure that your account has been granted access to the Promotion - Pricebook role before adding or editing the pricebook.
II. Using Pricebook on Sales
Step 1. Go to Sell, then Add Product to Cart
Try adding a product with a pricebook, then click on the product in the cart to modify the quantity of that product.
Step 2. Edit Item Qty, then Click Ok
Type "12" in the product Qty to apply the pricebook price.
If the product Qty is less than 12, the price will still follow the regular price
Step 3. Pay Transaction
Click the pay button to process the transaction.
[Tutorial Video] Use Pricebook/Wholesale Prices
Related Articles
To activate and configure pricebook settings Activate & Configure Pricebook
To add and use a pricebook for specific customers (without minimum quantity) Special Prices for Customers
To import bulk variants to the pricebook Import Bulk Variants to Pricebook
