Setting Up Price Lists

Price lists enable you to set up different price zones so that you can sell an item in different locations or, under specific circumstances, for different prices. You can create a price list and link it to an item type and a list type, as well as how to make a price list the default price list for its item type/list type combination.

Each price list is one of the following list types:

  • Default Retail: The usual retail price for item types.
    Do not confuse the Default Retail list type with the Default check box. The Default check box designates which price list is the default price list for its list type.
  • Special Retail: Currently under development and has no functionality at this time.
  • Transfer Wholesale: Used to sell items to an office for a different price than the price listed in the Cost field in the Product module.

This section explains how to set up price lists at the company level. To make price lists usable, complete the following steps:

  1. Assign a price to each price list for each product in the Products module.
  2. Assign price lists to each office. See Assigning Price Lists to Offices.

    The price for each product in an office corresponds to the price set up for the product’s price list in the Product module.

This section explains how to set up company price lists.

Topics include the following:

  1. Open the Company Information window. See To open the Company Information window.
  2. Click the Price List link for your company.

    The Company Price List window opens.

You cannot delete a price list after creating it, but you can modify its name.
  1. Open the Company Price List window. See To open the Company Pricelist window .
  2. To view a specific item type and list type, select options from the Item Type and List Type drop-down lists.
  3. Click Add Price List.

    A row of blank Company Price List fields are displayed.

  4. Type a price list name in the Price List field.
  5. Select an item type from the Item Type drop-down list.
  6. Select a list type from the List Type drop-down list.
  7. Select the Default check box to set the price list as the default for the selected list type.

    The default price list is automatically assigned to each office. You can only assign one default price list for each item type/list type combination.

  8. Click Insert.

    The price lists populate the following two areas in AcuityLogic Admin:

    • The Pricing window for each product
    • The Office Pricing window for each office
You cannot delete a price list after creating it, but you can modify its name.
  1. Open the Company Price List window. See To open the Company Pricelist window .
  2. To view a specific item type and list type, select options from the Item Type and List Type drop-down lists.
  3. Click the Edit link next to the price list you want to edit.
  4. Type a new price list in the Price List field if necessary.
  5. Click Update.

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