Maintain price lists
Maintain sets of prices instead of editing transaction rates repeatedly.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Prepare the intended variants and the scope/validity of the price list.
Step by step #
- Open Price Lists and add or edit a list.
- Complete the list’s identifying and applicability fields.
- Enter the intended item/variant rates using the available editor.
- Save and reopen to verify the rates.
- Check an eligible transaction with the relevant pricing context.
Understand the fields #
- Rate: the configured selling value for the selected item/variant.
- Applicability: determines when the list is eligible.
- Active status: controls availability where supported.
Check the result #
Compare the transaction’s amount breakdown with your intended pricing rule.
If something goes wrong #
A different applicable customer rule or offer can affect the final price. Inspect the breakdown rather than assuming the displayed rate is the sole input.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.