Usually, the store has several special customers. Both private customers and foreign customers who frequently buy their products. Sometimes, some shops want to give them a different treatment by selling products cheaper than usual.
Pricebook is a Price that can be changed from the Regular Price for some circumstances such as Special Prices for Specific Customers, Cheaper prices with Minimum Quantity.
Table of Content :
II. Add Pricebook
I. Enable Pricebook Config
Before using the pricebook feature, you must activate the pricebook configuration in the setup menu.
Step 1. Go to Setup, then Click More Menu
Step 2. Select Module Configuration
Step 3. Go to Tab Sell
Step 4. Enable Pricebook, then Click Save
If Copy to Item Description was enabled, pricebook information will be copied to item description on the cart.
II. Add Pricebook
If the pricebook feature has been activated, now you must create a pricebook on the promotion menu,
Step 1. Go to Promotion, Select Tab Pricebook, then Click Add
Step 2. Type Pricebook Name & Pricebook Description
Pricebook Description can be emptied.
Step 3. Set Pricebook Minimum Quantity & Outlet, then Click Save
If you empty the outlet, the pricebook can be applied to all outlets.
Step 4. Recheck Registered Pricebook on Pricebook List
III. Import Bulk Variant to Pricebook
Before add variant to pricebook, check the general price on product menu :
We are going to sell "Adidas Putih" with pricebook price
You must input variant code to the product to use this feature
Step 1. Go to Promotion, Select Tab Pricebook, then Choose Any Pricebook
Step 2. Click Edit Pricebook
Step 3. Select Import Price Book (by CSV)
Step 4. Choose Download Sample, then Open Pricebook CSV File
Step 5. Type Variant Code and Pricebook Price, then Save the File
You can choose to fill one of the pricebook feature or choose both of pricebook price and pricebook discount.
Step 6. Upload Saved Pricebook by Choose File on Import Form
Step 7. Click Ok
Step 8. Recheck Uploaded Variant on Product List, then Click Save
You can also add variant without using import feature.
IV. Sell Product with Pricebook
Now, try to make a transaction with pricebook.
Step 1. Go to Sell, then Choose the Outlet
Step 2. Add Item to Cart
Step 3. Change Item Quantity to 12, then See the Changes
You might like to read these related articles below :
After you've create the pricebook, you can use the pricebook on sell menu as seen in this article : How to Use Pricebook/Wholesale Prices
If you want to create reseller price : Set Reseller Price For Specific Customer
To setup different outlet price : Setup Different Price for Each Outlet