Using price lists on sales orders (SO) simplifies pricing by automatically applying the most favorable rates for customers with linked price lists. If a item is added to an order, its standard price is replaced by the price list rate, ensuring customers receive the best available price.
This functionality streamlines order processing, maintains pricing accuracy, and enhances customer satisfaction by applying negotiated or volume discounts directly to sales orders.
If you add a customer (with 1 or more active price lists associated with them) to a SO, you'll see below their name how many lists they have available.
An item's default price (found in the Price per unit column) will be overwritten by the price listed on the price list if adding it to the order. Updating the price(s) on a price list after they've already been added to an order, will not affect them.
If the customer has more than 1 active price list, the lowest price will be applied to the SO.
A price list price will also overwrite any customer discount that has been applied on the customer card.
Percent adjusted discounts will display the percent amount on SO lines.
Price list prices are not applied to SOs imported from e-commerce platforms.
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