Pricelists and Discounts

Key points

• • Price by customer segment: VIP, Wholesale, Retail

• • Price by geographic region: Domestic, International

• • Price by sales channel: Online, Offline, Distributor

• • Price by time: Promotions, Seasonal discounts

• • Price by quantity: Volume discounts

Steps

• 1. Go to Sales → Configuration → Pricelists

• 2. Click "Create" to create new pricelist

• 3. Enter pricelist name (e.g., "VIP Customer", "Wholesale")

• 4. Select Currency if different from default

• 5. Set up Price Rules

• 6. Save pricelist

• 7. Assign pricelist to customers or use when creating quotations

Price Computation Methods

Steps

• 1. Open pricelist to configure

• 2. Go to "Price Rules" tab

• 3. Click "Add a line" to add rule

• 4. Select Applied On: All Products, Product Category, or Product

• 5. Set condition: Min. Quantity

• 6. Select Computation: Fixed Price, Discount, Formula

• 7. Enter corresponding value

• 8. Set Start Date and End Date if time-limited

Key points

• • Applied On: Product

• • Select product to apply

• • Set price or discount

• • This rule has highest priority

Key points

• • Applied On: Product Category

• • Select product category

• • All products in category apply rule

• • Saves time for many products

Steps

• 1. Create 4 rules for same product

• 2. Rule 1: Min Qty = 1, Discount = 0%

• 3. Rule 2: Min Qty = 10, Discount = 5%

• 4. Rule 3: Min Qty = 50, Discount = 10%

• 5. Rule 4: Min Qty = 100, Discount = 15%

• 6. System automatically selects appropriate rule

Volume Pricing Example

Steps

• 1. Create price rule with Start Date and End Date

• 2. Example: 20% off from Dec 1 to Dec 31

• 3. After end date, rule automatically not applied

• 4. System reverts to regular price

Key points

• • Base Price: Product base price

• • Cost: Product cost

• • Other Pricelist: Price from another pricelist

Steps

• 1. Select Computation: Formula

• 2. Select Based on: Cost, List Price, or Other Pricelist

• 3. Enter Discount: % discount (can be negative to increase)

• 4. Enter Extra Fee: Additional fee

• 5. Formula: (Base Price * (1 - Discount/100)) + Extra Fee

Common Formulas

Key points

• • Line discount: Enter % in Discount column

• • Order-level discount: Use discount wizard

• • Special discount: For VIP customers

Steps

• 1. Enable feature: Settings → Sales → Pricing → Discounts

• 2. On quotation, enter % discount on each line

• 3. Discounted price automatically calculated

• 4. Discount clearly shown on PDF

Steps

• 1. Open customer information

• 2. Go to "Sales & Purchase" tab

• 3. Select appropriate Pricelist

• 4. Save information

• 5. When creating quotation for this customer, pricelist automatically applied

Steps

• 1. Enable Multi-Currency: Settings → Accounting

• 2. Create new pricelist

• 3. Select Currency: USD, EUR, JPY...

• 4. Set up price rules in that currency

• 5. Assign to international customers

• 6. Invoices automatically in pricelist currency

Steps

• 1. 1. Most specific rule (Product) has highest priority

• 2. 2. Product Category rules

• 3. 3. All Products rules

• 4. 4. Within same level, higher Min Quantity prioritized

• 5. 5. Rules with matching Start Date/End Date

Key points

• • Logged-in customers see prices per their pricelist

• • Visitors see prices per Public pricelist

• • Prices automatically update per rules

• • Support time-based promotions

Steps

• 1. Create clear pricelists for each customer segment

• 2. Use Product Category to manage many products

• 3. Set up volume pricing to encourage bulk purchases

• 4. Use Start/End Date for promotional campaigns

• 5. Carefully test price formulas before applying

• 6. Assign default pricelists to regular customers

• 7. Review and update pricelists periodically

• 8. Use descriptive pricelist names

Key points

• • Sales by pricelist

• • Average discount rate

• • Promotion campaign effectiveness

• • Compare selling price with cost

• • Margin analysis by pricelist

Key points

• • Sales: Automatically apply prices when creating quotations

• • Website: Display prices on website

• • POS: Apply prices at point of sale

• • Subscription: Prices for recurring service packages

• • Rental: Rental prices by time period

Situations and Solutions

Key points

• • Can I have different prices for different customers? Yes, create separate pricelists for each customer segment (VIP, Wholesale, Retail) and assign to corresponding customers.

• • How do I set up volume discounts? Create multiple price rules for same product with different Min Quantity, system automatically applies appropriate rule when customer orders.

• • Can prices change automatically based on dates? Yes, set Start Date and End Date for price rules, system automatically applies and stops applying based on time.

• • What's the difference between discount and pricelist? Pricelist changes base price according to automatic rules, discount is manual price reduction on each order line or entire order.

• • How do I apply formula-based pricing? Select Computation: Formula, choose Based on (Cost/List Price), enter Discount % and Extra Fee, system calculates price automatically.

• • Can I have prices in multiple currencies? Yes, enable Multi-Currency, create pricelist for each currency and assign to corresponding international customers.

• • How do pricelists work with promotions? Create price rules with Start/End Date for promotion period, rules automatically apply during that time.

• • Can I set minimum order quantities? Yes, use Min Quantity field in price rules, price only applies when customer orders minimum quantity.

• • How do I handle price negotiations? Create separate pricelist for that customer or apply manual discount on quotation, save in Internal Notes for tracking.

• • What happens when multiple price rules apply? System prioritizes most specific rule (Product > Category > All Products), then by higher Min Quantity and matching time period.