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How price lists works on sales orders (SO)
How price lists works on sales orders (SO)

See how Katana applies price lists to sales orders for optimal pricing strategies

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

Using price lists on sales orders (SO) simplifies pricing by automatically applying the most favorable rates for customers with linked price lists. When a product 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 sales order (SO), you'll see below their name how many lists they have available.

Shows the amount of prices lists for a customer on a sales order

An item's default price (found in the Price per unit column) will be overwritten by the price listed on the Price list when 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 lists, the lowest price will be applied to the sales order.

A Price list price will also overwrite any customer discount that has been applied on the customer card.

Price list prices are not applied to sales orders imported from e-commerce platforms.

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