If you provide any of your customers with specific product prices based on negotiated rates, Katana's price lists help you easily manage these prices with your customers, especially if multiple customers share the same set of non-default prices.
Using price lists ensures that whenever you create a sales order (SO) for a customer associated with one, their set custom price is automatically applied. This simplifies the sales process, ensures billing accuracy, and promotes customer satisfaction through personalized pricing strategies.
Note: Price lists are only available for those on a Professional or Professional Plus plan.
Setting up a price list
Before getting started, you'll first need to have permission to access price lists (head to step 3 if the permission is already enabled).
Have an admin enable the permission by clicking their name in the top right and selecting Team.
From this screen, select the user you want to change permissions for and make sure Access price lists is checkmarked. With this enabled, they can create, edit, and delete price lists.
Once you've enabled the permission, head to the Items screen and select the Price lists tab. From this tab, you can create and manage existing price lists.
To create a price, click on the + Price List button.
Give the price list a name (i.e., wholesale price list, VIP customer, etc) so it will be easy to remember when and where to use it.
Adding products to the price list
Start adding products to your price list by typing an item's name or SKU in the products table.
Each item added to the price list will use the following columns:
Default sales price - the item's sales price that is set on its item card
Adjustment method - how to calculate the customer's item price on a sales order.
There are 2 options available:
Fixed - using this option, the price entered in the Amount field will replace the item's default sales price on a sales order.
Percentage - using this option, the final price will be percentage calculated based on the value entered in the Amount field. The number in the Final price column will replace the item's default sales price on a sales order.
Note: A price list can contain a maximum of 10,000 products.
Connecting the price list to a customer
To choose which customers to connect to the price list, navigate to the Customers tab and add a customer by typing their name into the Name column or by selecting + Add new row and typing in a customer's name.
Note: A price list can contain be connected to a maximum of 1,000 customers.
Activating a price list
By default, price lists are set to an Inactive status. When inactive, price list prices won't overwrite the default sales price on a sales order.
To change this, switch the price list to Active either on the price list or within the Price lists tab.
Here's how you can change the status on the Price lists tab.
Changing from Active to Inactive
Changing a price list status from Active to Inactive won't affect the price of items that have already been added to a sales order.
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