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Creating a New Price List

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Bytimothy A
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Overview: 

Creating a new price list allows you to define and organize pricing for your products or services. This helps you manage different pricing strategies, set custom rates, and ensure accurate pricing for specific customers, regions, or promotions.
Follow these steps to create a new price list:
Step 1: On your Dashboard, scroll down to the Sales section and click on Pricing.
Step 1: On your Dashboard, scroll down to the Sales section and click on Pricing.

Step 2: You will then be navigated to the Price Lists.

Step 2: You will then be navigated to the Price Lists.

Step 3: Click on the Add Price List button to continue.

Step 3: Click on the Add Price List button to continue.

Step 4: You will then be taken to a new page where you can choose a Price List Type.

Step 4: You will then be taken to a new page where you can choose a Price List Type.

Step 5: Next is the General Details section, where you need to enter the price list name and description.

Step 5: Next is the General Details section, where you need to enter the price list name and description.

Step 6: Moving on to the Configuration section, where you can schedule price overrides to activate or deactivate in the future and set the specific time and date.

Step 6: Moving on to the Configuration section, where you can schedule price overrides to activate or deactivate in the future and set the specific time and date.

Step 7: Next, click + Add Products Manually to add an available product.

Step 7: Next, click + Add Products Manually to add an available product.

Step 8: A pop-up window will appear, allowing you to choose one or multiple products to add.

Step 8: A pop-up window will appear, allowing you to choose one or multiple products to add.

Step 9: Once selected, you can proceed by clicking the Save button.

Step 9: Once selected, you can proceed by clicking the Save button.

Step 10: Once added, you can click the three-dot menu to manage the product’s price.

Step 10: Once added, you can click the three-dot menu to manage the product’s price.

Step 11: A pop-up window will appear, where you can click the Edit Prices option.

Step 11: A pop-up window will appear, where you can click the Edit Prices option.

Step 12: A new pop-up window will appear, prompting you to edit the price and other details.

Step 12: A new pop-up window will appear, prompting you to edit the price and other details.

Step 13: Once set up, proceed by clicking the Save and Close button.

Step 13: Once set up, proceed by clicking the Save and Close button.

Step 14: Once you’re done, click the Publish Price List button to save and apply the changes.

Step 14: Once you’re done, click the Publish Price List button to save and apply the changes.

Step 15: You can now view your newly created price list.

Step 15: You can now view your newly created price list.

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