💡 Price lists that you have created can be downloaded here to Excel or PDF.
⇢ Go to Sales – Price Lists.
Prices
Price class: the price class for which you want to generate a price list. Such a list can be used for prospects or sent to multiple customers.
Customer: the customer for whom you want to generate a price list. The list will contain the customer-specific prices, taking into account customer-specific discounts.
Date: use this field to indicate for which date you want to generate the price list.
💡 This can also be a future date, allowing you to communicate future pricing in advance.Quantity: the number of product units that should be included in the price list.
Product filters
Product: if you want to generate a price list for one specific product, you can select it here.
Product status: defaults to active. You can also include products with an inactive status, e.g. special editions that will only be released later.
Product type: choose a product type to generate a price list that automatically includes all products belonging to that type.
Product categories: choose one or more categories to generate a price list that automatically includes all products in the selected categories.
Packaging type: choose a packaging type to generate a price list that automatically includes all products with that packaging type.
Has available stock: tick this box to only include products in the list that currently have available stock.
Prices
💡 This section gives an overview of all products and their corresponding prices that will be included in the list.
If the price is known, the source price list will be displayed.
If a product has a price adjustment, the info icon will turn green. Hovering over it will show additional details about the adjustment’s origin.
Downloading the price list
💡 Use the download icon at the top right to export the displayed prices to PDF or Excel.
💡 In the next screen, you can adjust some additional settings for the document layout.
General
Show gross price: tick this if the price list should also display the gross price (price incl. VAT).
Show alcohol percentage: tick this if the price list should also display the alcohol percentage of the products.
Show available stock: tick this if the price list should also display the available stock per product.
Show only products with a price: tick this if you only want to include products with a known price.
Group prices per product category
💡 You can organize products in the list by product category. For example, group all blond beers, tripels, etc.
Product categories group 1: select one or more categories whose products you want to group in the list.
💡 A new line will automatically appear under group 1, allowing you to set a second group.
Show price list surcharges
Deposit: tick this if you want the list to also display the deposit/return fee per product.
Excise: tick this if you want the list to display both the net price and excise duty separately.