In certain conditions, you might have several special customers. For example, the Regular and Reseller customers who frequently bought our products more than usual. Sometimes we want to treat them differently from other customers by making the selling product price lower than the original price.
A pricebook is a special price that can be automatically changed from the regular price based on certain conditions such as Special Prices for Specific Customers and cheaper prices with Minimum Quantity.
I. Enable Pricebook Config
Before using the Pricebook feature, you must activate the Pricebook configuration in the setup menu.
Step 1. Go to Setup, Click More Menu, then Choose Module
Step 2. Go to Sell Tab
Step 3. Enable Pricebook, then Click Save
Notes :
If Copy to Item Description is enabled, pricebook information will be copied to the 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
Notes :
The Pricebook Description can be emptied.
Step 3. Set Pricebook Minimum Quantity & Outlet, then Click Save
Notes :
If you empty the outlet, the Pricebook can be applied to all outlets.
Step 4. Recheck the Registered Pricebook on the Pricebook List
III. Import Bulk Variant to Pricebook
Before adding a variant to the Pricebook, check the general price on the product menu :
Notes :
We are going to sell "Straw Hat" with Pricebook price
You must input variant code to the product to use this feature
Step 1. Go to Promotion (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 & Pricebook Price, then Save the File
Notes :
You can fill in one of the Pricebook features or choose both Pricebook price and Pricebook discount.
Step 6. Upload Saved Pricebook by Choosing File on Import Form
Step 7. Click Ok
Step 8. Recheck the Uploaded Variant on the Product List, then Click Save
Notes :
You can also add variants without using the 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 created 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 a reseller price : Set Reseller Price For Specific Customer
To set up different outlet price : Setup Different Price for Each Outlet
