Creating customer pricelists

Before a price list is created for a customer, the Price List flag needs to be set to Y on the customer's account. You can do this by doing the following:

1. Navigate to Debtors / Account Maintenance.
2. Enter (or select) the appropriate customer account number in the Account text box.
3. Click on the Financial Detail tab.
4. Enter Y in the Price List (Y/N) text box.
5. Click the Accept button.

Note that if you create a price list for a parent account, you will be able to use the same price list for the sub-accounts.

There are two ways in which customer price lists can be created:

• Creat the customer price list manually
• Import the customer price list

Creating a customer price list manually

Watch this video to see how to manually create a customer price list or follow the steps below it.

Navigate to the correct window

1. Navigate to Debtors / Debtor Price List Maintenance.

Enter the Price list details

1. Enter the customer account number in the Account text box.
2. Enter the start date of the price list in the Start Date text box.
3. Enter the expiry date of the price list in the Expiry Date text box.

Enter the item details

1. Make sure you're on the Item Price tab.
2. Enter the appropriate item number in the ITEM NUMBER column.
3. Enter the price of the item in the PRICE column.
4. Click on the first item in the ITEM column and press the Insert key on your keyboard to insert a new line, if required.

Enter the category discount details

1. Make sure you're on the Category Discount tab.
2. Enter the appropriate category in the CATEGORY column.
3. Enter the discount percentage in the DISCOUNT % column.
4. Click on the first line in the CATEGORY column and press the Insert key on your keyboard to insert a new line.

Save the price list

1. Click the Accept button.

Print the price list

1. Click the Print button.
2. Specify the print options.
3. Click the OK button.

Importing a customer price list

Download the template

1. Download the template at the bottom of this guide.

Create the CSV file

1. Open Microsoft Excel (or any other suitable alternative).
2. Enter the information in the appropriate columns.
3. Save the file in spreadsheet format (in order to refer to it later if needed).
4. Delete all headings, instructions and other tabs.
5. Save the file in CSV format.
6. Close the file.

Navigate to the correct window

1. Navigate to System / Import Utilities / Accounts / Import Account Pricelist.

Specify the import details

1. Select the appropriate option from the Options group.
2. Enter the start date of the price list in the Start Date text box.
3. Enter the expiry date of the price list in the Expiry Date text box.

Import the file

1. Click the Open File button.
2. Select the CSV file you created in the previous steps.
3. Click the Open button (or double-click the file).
4. Do a superficial check of the import and make any required changes.
5. When you are ready to run the import, click the Accept button.