Price list
The price list is the grouping of the products registered in the system according to the price. Apart from the unit price determined when the products are defined in the system, different pricing can be made for the products added through the price lists.
Adding New Price List
You can add a new Price List by going to the "Price List" page.
Main Menu > Inventory > Price List > Add New Price List
Adding Bulk Price List
🔑 This operation requires admin authority.
You can add your Price Lists in bulk under the Settings menu.
Settings > Data > Imports > Import from File > Module Selection > Price List
Listing Added Price Lists
To list the Price Lists you have added:
Main Menu > Inventory > Price List
Column settings:
By clicking the "Columns" button, the fields listed in the Price List table can be shown, hidden or the order of their display can be changed.
Searching:
Search can be made by entering the Price List Title in the search box.
Note: Searched word and Price List Title must be exactly the same.
Filtering:
Price Lists are filtered by selecting the relevant field(s) from the "Quick Filter" button.
For example: Price lists that were created after November 1, 2021
View:
Filtering operations and column settings made on the list can be saved as "View" for quick access.
More info about Filter and View->
Price List Detail Page
All information related to the Price List is available on the Price List detail page.
- Viewing Price List Details:
Price List detail is accessed by clicking on Price List Title.
Main menu > Inventory > Price List > Price List Detail
- Fields in Price List Details:
The "Menu" on the left of the page can access the following fields in relation to the Price List:
Detail: Price list "name", "start and end dates" for which the list will be valid and related "explanations" can be seen in this area.
Products: The steps taken by the Price List on the Pipeline and by whom the transactions are carried out can be tracked from this area.
Files: This is the area where the payment plans associated with the Price List are listed. You can also add documents from this area. Documents can be previewed, downloaded, authorized and shared via e-mail from this area.
Viewing Price List
🔒 For this operation, the user must be in the same team as the "Price List Owner" or the "Price List Owner". If any of these conditions are not met, authorization must be requested from the Price List owner.
To view Price List detail, follow the steps below:
Main Menu > Inventory > Price List
Editing Price List
🔒 For this operation, the user must be in the same team as the "Price List Owner" or the "Price List Owner".
Editing the relevant Price List from the Price List detail:
Main Menu > Inventory > Price List > Price List Detail > Three Dots > Edit
Delete Price List
🔒 For this operation, the user must be in the same team as the "Price List Owner" or the "Price List Owner".
Deleting the relevant Price List from the Price List detail:
Main Menu > Inventory > Price List > Price List Detail > Three Dots > Delete
Copy Price List
🔒 For this operation, the user must be in the same team as the "Price List Owner" or the "Price List Owner".
Copying the relevant Price List from the Price List detail:
Main Menu > Inventory > Price List > Price List Detail > Copy
Price List Labeling
🔒 For this operation, the user must be in the same team as the "Price List Owner" or the "Price List Owner". If any of these conditions are not met, authorization must be requested from the Price List owner.
Use Labels to categorize Price Lists.
Main Menu > Inventory > Price List > Price List Detail > Label
Fields in the Add Price List Form
Required Fields:
When creating a Price List, you must fill in the following fields:
- Price List Title: Indicates the name of the Price List.
Non-Mandatory Fields:
Start Date: Indicates the starting day of the date on which the Price List will be valid.
End Date: Indicates the day when the price list will be valid.
Explanation: This is the field where all notes about the Price List can be entered.