Price lists can be used to discount items in the system. The highest price charged for inventory should always be the price indicated on the product card. For any other sale prices that are not promotions, price lists are appropriate.
At a Glance
Multiple price lists can be created in ERPLY and implemented by:
- Customer Group (valued, senior citizen, etc.),
- Individual customers
- Time periods (weekend sale, Black Friday price list, etc.)
Creating a New Price List
To create a new Price List, navigate to “Price Lists,” located in the PIM module.
Once open, click NEW to create a new price list:
Fill in all necessary fields. You can add a start/end date to the Price List. For the price list to exist indefinitely, leave the “end date” blank.
To activate the price list, check the “Active” box below the price list’s name.
After saving, new tabs will appear below.
Price lists can be created on a Product or Product Group basis. Choose the appropriate tab to begin creating the price list:
Definitions of each tab:
Discounts to Product Groups: This allows you to give a percentage discount to entire product groups, NOT specific items. For more specific price list creation use “Products with special prices.”
- More than one product group can be added to this price list.
- You can only define discounts by % this way.
Products with Special Prices: This tab allows for more flexibility with your price lists, as discounts can be created on a product-specific basis as well as by adding entire product groups.
By adding by product, you can define pricing by product line (dollar amount or % discounted).
To add products, click “Add Items” in the bottom bar.
If this bar is not shown, click the yellow button on the bottom left hand corner of the screen.
This will open a menu labeled “Add items to price list.” Here, you can add items individually or by group, category, brand, or supplier. Once added, you can edit by “new price” or “Discount %.”
Once all items are entered with their new pricing, click save.
Your price list is now complete. The next step is to associate this price list. This can be done in one of four ways:
1) Specific Location
2) Specific Customer Group (valued customers, etc.)
3) Specific Customer
4) Specific time periods (weekend sale, Black Friday price list, etc.)
Associating a Price List to a Specific Location
Navigate to “Locations,” located in the RETAIL CHAIN Module.
Choose the location with which you would like to associate the Price List. After opening a location to edit, there will be a column labeled “Store Price Lists” on the right hand side. Here you can add up to five price lists. From the “Price List 1” drop down, choose the appropriate price list to be associated with the location and save. Repeat in the additional fields if further price lists are being implemented. Remember, if an item is on multiple assigned price lists, the lowest price will be the one which applies at the register.
The price list is now set to be utilized.
Associating the Price List with a Customer Group
Navigate to “Edit Customer Groups,” located under the SETTINGS module.
Here you can create new Customer Groups and edit existing ones. For a full guide on setting up Customer Groups, click here.
Once created, you can associate a price list by right clicking the Customer Group and selecting “Edit.”
This will open the Customer Group Card. Select the price list from the dropdown menu.
Customers associated with this Customer group will have this price list applied.
Associate a Price List to a Specific Customer
Search for the customer for whom you’d like to add a price list. You can do this in the Customers module drop-down menu by clicking “Find Customer” and then hitting enter to search.
Once the Customer Card is open, scroll down to “Price Lists” in the gray column on the left hand side. Select the appropriate price list from the dropdown menu and save.
The customer will now have this price list associated with their purchases.
Associated Price List with Specific Time Period
All price lists may use active/end times, no matter how they are applied. If a price list is applied to a customer group, customer, or location, but it is outside of the time specified, it will not apply.
For this type of Price list, you must specify an end date on the price list card.
You can later associate this price list with a Location, Customer, or Customer group.
If the store has a specific price list in place, put this ‘time period’ price list below the stores price list that is already in place.
POS will always choose the price list that gives lowest price of a product.
Price list 1: Tennis Shoes = $100
Price list 2: Tennis Shoes = $80
In this example, the POS will override Price list 1 and choose Price list 2, which has the lowest price for the product.