Pricing

Access

• Route: /pricing
• Permission: pricing.view
• Offline: not available
• Phone: create/edit redirect to the list

You can

• List pricing groups
• Create / Edit / Delete with create/update/delete
• Import pricing where offered
• View pricing detail
• Export the list to Excel

You cannot

• Manage pricing without pricing permissions
• Create/edit on phone
• Use Pricing offline

How to

Find a price group

1. Open Pricing in the sidebar.
2. Click a row (or row menu → View) to open it.

Create a price group

1. Click Create pricing.
2. Enter a Pricing name.
3. Click Add customer to choose which customers get this group.
4. Turn on All products to apply one adjustment to every product, or leave it off to build per-line rules.
5. For each line, pick an Adjustment type (Discount %, Discount $, Increase %, Increase $, Override price) and a Value, then use Add product to attach specific products to that line.
6. Expand a product (caret) to choose Unit/Box and, for boxed items, the Carton Size.
7. Click New line to add another adjustment rule, or the × on a line to remove it.
8. Click Create.

Edit a price group

1. Open a price group and click Edit (or row menu → Edit).
2. Update the name, customers, or adjustment lines as above, then click Update.

Import price groups

1. On the Pricing list, open the Import option next to Create pricing.
2. Drag & drop or browse to a CSV file and click Import.

View a price group

1. Open a price group to see its assigned Customers and the affected Products, with each product's group price, original price, and $ / % difference.

Delete a price group

1. Open a price group and click Delete (or use row menu → Delete on the list). Requires delete permission.
2. Confirm the delete action.