The Pricebook feature allows users to have special selling prices for products without changing the general price of the product.
Usage scenarios for Pricebook :
Wholesale Price
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.
Member Price
For example, the price of product B is Rp. 250,000, but when purchased as a member, the price will be cheaper at Rp. 200,000 per item.
This article will explain how to activate the pricebook and how to configure the pricebook settings.
I. Enable Pricebook
Step 1. Go to Setup, Click More Menu, then Select Module
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.
Step 3. Show Pricebook Name to Item Description (Optional)
You can also show the pricebook in the product description when selling to show the price book applied to that product.
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 product description.
Notes :
Ensure that you enable the note visible on the invoice printing configuration.
II. Assign Pricebook Price Manually on Sell
Users can also manually assign pricebook prices during sales. Check the steps below to learn how to activate the manual pricebook selection during sales and how to use it.
Step 1. Go to Users, Select Groups Tab, then Choose Group
Step 2. Enable Pricebook Selector Role, then Click Submit
Step 3. Go to Sell, Add Item to Cart, then Click Item
Ensure that you add the item that is assigned with the pricebook price.
Step 4. Go to Discount Tab, then Choose Pricebook
Step 5. Check Item Price on Shopping Cart
Notes :
Ignore this feature if you feel that cashiers do not need to manually assign pricebook prices.
Related Articles
To add and use a pricebook for wholesale purchases Pricebook Price for Wholesale Purchases
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
