Keeping your price lists up to date in Katana ensures accurate pricing for your customers and reflects any changes in your sales strategy. This guide outlines how to modify prices, adjustment methods, and manage items and customers within a price list.
Editing a price list
Access the price list:
Navigate to the Sell screen.
Click on the Price Lists tab.
Select the price list you wish to update.
Modify item prices:
Locate the item you want to edit.
Click on the Adjustment method or Amount field for that item.
Choose the desired adjustment method:
Fixed: Set a specific price.
Percentage: Apply a percentage discount or increase.
Markup: Add a percentage markup to the default price.
Enter the new amount as needed.
Remove items or customers:
To remove an item or customer from the price list, click the trash bin icon at the end of the respective row.
Important considerations
Impact on existing SOs:
Updating a price list (e.g., changing prices or modifying customer associations) does not affect existing sales orders that have already applied the price list.
Changes will only apply to new sales orders created after the update.
Bulk updates:
For extensive modifications, consider using the bulk update feature via spreadsheet import.
Refer to the guide on how to bulk update price list prices for detailed instructions.
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