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Pricing & Price Lists

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Pricing lets you sell the same item at different prices to different customers — wholesale vs retail, currency-specific lists, volume tiers, or rule-based discounts — without retyping prices on every document. You set it up once; every sales line then picks the right price and shows where it came from.

Plan availability: price lists, pricing rules and customer group pricing are Premium and above. If they are not on your plan, the Settings entries appear as locked Premium features.

Where to find it

Settings (left rail) → Pricing & Segmentation:

Item URL Permission
Price Lists /price-lists price_lists.view / create / edit / delete
Pricing Rules /pricing-rules pricing_rules.view / create / edit / delete
Customer Groups /customer-groups customer_groups.view / create / edit / delete

On each sales document, the Price list selector sits in the document header.

How a line price is chosen

When you add an item to a quote, sales order, invoice or sales receipt, SolaCount resolves the price list in this order and uses the first usable one (active, within its validity dates, same currency as the document):

  1. The price list picked on the document (explicit choice).
  2. Auto — the customer's Default Price List.
  3. Auto — the customer group's default price list (active group with a pricing method that uses a list).
  4. Auto — the organization default price list.
  5. Product base prices — the item's Base Sales Price.

Then quantity tiers (minimum quantity prices on the list) and pricing rules adjust the price. A person can still type a manual price.

The "Auto" option

The document's Price list selector starts on Auto (Customer / Default). Leave it there to let SolaCount pick the list using steps 2–5. Under the selector a line tells you what Auto resolved to, for example:

  • Auto — Customer price list: Wholesale AED
  • Auto — Customer group price list: Wholesale AED (Distributors)
  • Auto — Organization default: Retail AED
  • Auto — Product base prices
  • Auto — No organization default configured; product base prices will be used unless the customer has a price list.

Pick a specific list to override it (Selected price list: …). Changing the list re-prices the lines and shows "N line prices updated using <list>".

If a list is skipped you get a warning such as Default price list "Retail" has expired; using product base price. or Price list "USD List" uses a different currency than this document; product base prices were used.

Price badges and breakdown

Each line shows its price source: Base price, Price list, Customer list, Group list, Default list, Tier, Rule, Manual price, or Price required ("No default price — enter a line price"). Click it to open the Price breakdown: Base price → List price → Tier min. qty → Rule → Final price. Reset to calculated price discards a manual price.

Create a price list

  1. Go to Settings → Price Lists and click New Price List (top right).
  2. Fill in Name, Code, Currency, Status (Active/Inactive), Valid From, Valid Until, Default and Description.
  3. Under Product Prices, for each product enter the List Price (and optionally Compare At and Min Qty tiers). "Leave blank to fall back to the product base price." The Base Price column shows the item's own price for reference.
  4. Click Save.

The list page shows the organization default. Set as organization default asks "Set "<name>" as the organization default price list? This affects Auto pricing for all new documents." The default list can't be deleted or deactivated while it is the default — set another active list as default first. Your plan may limit how many price lists you can have (Plan limit).

Pricing rules

Settings → Pricing Rules → New Rule:

Field Options
Name, Priority, Active Rules run by descending priority.
Rule type Discount %, Discount fixed, Markup %, Override price
Value
Applies to / Conditions Product, Category, Price list, Customer Group, Minimum quantity, condition start/end
Valid From / Valid Until
Stop processing after this rule Later rules are skipped.

"Override price rules stop the pipeline as soon as they match."

Customer groups

Settings → Customer Groups → New Customer Group: Name, Code, Status, Description, Notes and Pricing method — No automatic group pricing, Use a price list (choose Default price list, or Create new price list), Use pricing rules, or Use both. Add members from the group page or the bulk Customer Group action on the customer list. A group with customers or rules attached can't be deleted.

Worked example

Al Noor Trading LLC sells "Ergonomic Office Chair", base price AED 450.0000.

  • Price list Wholesale AED (active): AED 400.0000; tier Min Qty 10 → AED 380.0000.
  • Customer group Distributors: Pricing method Use a price list → Wholesale AED.
  • Pricing rule: Distributors 2%, Discount %, Customer Group = Distributors.

Invoice for Modern Furniture LLC (in Distributors, no own list), 12 chairs, selector on Auto (Customer / Default):

  1. Auto resolves to Customer group price list: Wholesale AED (Distributors) → 400.00.
  2. Qty 12 ≥ 10 → tier 380.00.
  3. Rule −2% → 372.40 per chair. Line total 4,468.80, VAT 5% 223.44.
Account Debit (AED) Credit (AED)
Accounts receivable 4,692.24
Sales revenue 4,468.80
Output VAT 223.44

Changing the list later does not reprice the posted invoice.

Common problems

  • List not applied — inactive, expired, not yet valid, or a different currency. Read the warning under the selector.
  • Auto uses base prices — no customer list, no group list and no organization default.
  • Can't delete a price list — it is the organization default.

Related

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