Managing Price Lists

It’s common for businesses to require multiple price lists to support several different workflows such as individual customer pricing, purchasing products in foreign currencies, and maintaining multiple retail prices globally dispersed retail outlets.

By default, Qoblex provides Wholesale, Retail, and Purchase price lists. However, we support creating as many price lists as you need to achieve your operational workflows. This article will guide you by managing price lists, including which method we recommend when updating variants.

Setting up a new Price List

To set up a new price list:

• Navigate to Account Settings
• Click on Price Lists

You’ll be presented with a list of your current Price Lists. To create a new price list, click the Create New Price List button in the upper right corner.

You’ll need to give each new price list a name and a currency (pre-existing in your Qoblex account). Once you save the price list, you will have the option to upload your prices using a CSV file.

Updating Price Lists via a .CSV file

This feature allows you to setup your prices for each variant in one go. To setup a price list using a CSV file:

1. Under the Price List view, locate the price list you would like to populate
2. Click on Upload Prices (CSV) link on the right-hand side of the price lists table
   
3. In the Upload Price Lists dialog, click on Download to get a pre-filled template for all your products
4. Open the CSV file in your favorite CSV editor (Excel, Numbers, Google sheet)
5. Fill up your prices and save
6. Upload the updated file back into Qoblex by clicking on Upload your file

The CSV file you downloaded in step 3 contains all your product catalog. You can remove items that are not in your price list by deleting the corresponding line from the CSV file before you upload it.

Viewing a Price List

Your price lists are visible under each product variant details. To view a given product variant price lists open its advanced settings as documented here.

Applying Price Lists

Once you define your price lists, you can proceed to assigning them to your customers and suppliers.

To assign a price list to a given customer:

1. Navigate to your Customers page (under Contacts)
2. Locate the customer you want to edit
3. Click on Advanced
   
4. Click Save & Close

At this stage, any sale order you create for this customer will automatically pull the price defined in the corresponding price list

To assign a price list to a given supplier:

1. Navigate to your Suppliers page (under Contacts)
2. Locate the customer you want to edit
3. Click on Advanced
   
4. Click Save & Close

At this stage, any purchase order you create for this supplier will automatically pull the price defined in the corresponding price list