Price lists allow you to offer specific item prices to customers based on negotiated rates, streamlining your sales process and ensuring billing accuracy. When a customer associated with a price list is added to a sales order (SO), their custom prices are automatically applied.
Key points
Automatic price application: If a customer has one or more active price lists, the system will automatically apply the most favorable price for each item on the SO.
Price list overrides: The price from the price list will override the item's default sales price and any customer-specific discounts previously set on the customer card.
Multiple price lists: If multiple price lists are associated with a customer, Katana will apply the lowest available price for each item.
Visibility: Upon selecting a customer with linked price lists, Katana displays the number of available price lists beneath the customer's name on the SO.
Price updates: Modifying a price list after it's been applied to an SO will not retroactively change the prices on that order. Only new SOs will reflect the updated prices.
Ecommerce orders: Price lists are not applied to SOs imported from ecommerce platforms like Shopify or WooCommerce.
Applying price lists to a sales order
Create an SO:
Navigate to the Sell screen and click on + Sales order.
Select a customer:
Choose a customer associated with one or more active price lists.
Katana will display the number of linked price lists beneath the customer's name.
Add items to the order:
As you add items, Katana automatically applies the most favorable price from the customer's price lists.
The applied price will override the item's default sales price and any customer-specific discounts.
Additional considerations
Percentage adjustments: If the price list uses percentage-based adjustments (e.g., discounts or markups), the percentage will be displayed on the SO line items.
Fixed prices: For fixed price adjustments, the specified amount will replace the default sales price on the SO.
Customer discounts: Price list prices take precedence over any discounts set on the customer's profile.
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