Pricing & Price Lists

Who can use this: Owner, Manager, Accountant. URL / Route: /finance/price-lists (finance.price-lists.index), /finance/pricing-rules, /finance/customer-groups. Plan / feature gate: price_lists, pricing_rules / advanced_pricing_rules, customer_group_pricing, multiple_price_lists, quantity_pricing (premium). Permissions: price_lists.manage, pricing_rules.manage, customer_groups.manage.

Purpose

Pricing lets you sell the same product at different prices to different customers — wholesale vs retail, currency-specific lists, volume discounts, or rules-based markdowns — instead of editing the price by hand on every document.

Price lists

A Price List is a named set of product prices. A product can appear in many lists at different prices.

1. Open Pricing ▸ Price Lists ▸ New price list.
2. Name the list and pick its currency.
3. Add products and set each one's price on this list.
4. Optionally assign the list to specific customers or customer groups.

When a document is created for a customer who has a price list, the line prices default from that list. (multiple_price_lists allows several lists; price_list_per_customer ties a list to a customer.)

Pricing rules

Pricing Rules apply automatic adjustments — a percentage markup or markdown, a fixed discount, or a promotional price — based on conditions such as product, category, customer, or date range. Rules run on top of the base or list price.

Quantity pricing

With quantity_pricing, a price list can hold price breaks — buy 10+ and the unit price drops. The break that matches the line quantity is applied automatically.

Customer groups

A Customer Group bundles customers so a price list or pricing rule can target the whole group at once (e.g. "Wholesale", "VIP"). Manage groups under Pricing ▸ Customer Groups (customer_group_pricing).

Behaviour and rules

• Documents resolve price at create time. Changing a list later does not retroactively change posted documents.
• Precedence. Customer-specific list price → group list price → pricing rule adjustment → product base price.
• Feature-gated. Each capability (lists, rules, groups, quantity breaks) has its own plan feature.

Related

• Products & services — items carry default sales / purchase prices that price lists override.
• Customers — assign a default price list per customer.
• Suppliers — supplier-specific buying prices.
• Quotes, Sales orders, Invoices, Sales receipts — every AR line goes through the price resolver.
• Settings — customer groups, pricing-rule config.
• Reports — Sales by Item / Customer.