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How to create a Price List and assigning to customer group
This tutorial will give you a better understanding on how to quickly create a Price List. You will also be able to associate a price list to customer group.
Creating Price List
Let us now look at how to create a Price List which will be specific to a Customer Group.
Step 1 : Login to your AltheaSuite account.
Step 2 : Go to Sales > Price Lists.
Step 3 : To add a Price List, click + New Price List.
Step 4 : Enter the name of the Price List in the Price list Name field. If Tax is applicable for this Price List, select the tax name by clicking on drop down button else keep it blank.
Step 5 : Select the radio button as per your requirement.
Use Default Discount % – select this button to decrease the price by fixed discount % compared to default price.
Use Default Increase % – select this button to increase the price by fixed discount % compared to default price.
Use Default Increase Fixed Amount – select this button to increase the price by fixed flat amount compared to default price.
Use Default decrease Fixed Amount – select this button to decrease the price by fixed flat amount compared to default price.
Manually Specify Price for each Item – select this button to manually give a price to each item.
Step 6 : Applicable to All Business Location – Select this option if the Price List is applicable to all the Business Location.
Applicable Only For Selected Business Location – Select this option if you have multiple Business Locations and wants to apply this Price List to any specific Location.
Step 7 : Applicable To All Customer Group – Select this option if the Price List is applicable to all Customer Groups.
Here we have selected Applicable Only For Selected Customer Group as this Price List should be applicable only for Regular Customer Group.
Step 8 : Click on Create.
Step 9 : To the right of the screen you will see a list of all items with their existing Sales Price. To add the new price list Sales price select the item, click on context menu and select Modify Price Entry.
Step 10 : Enter the Sales Price before tax in Base Price field. Click Create.
How the Price List will reflect in Invoice
Step 1 : Go to Sales > Sales Invoices and select + Create Invoice.
Step 2 : To use the Price list associated to a Customer Group ensure that you first select the Customer name in the invoice screen.
Step 3 : Select the Item by its name or SKU.
Step 4 : You will notice the item price as per the Customer Group Price List.
Step 5 : You can go ahead and Save the Sales Invoice.
Creating a Customer Group and assigning a Customer to a Group
Step 1 : Go to Customers > Customers .
Step 2 : Add a new Customer or modify the existing one. Here, I am trying to modify existing customer by clicking on context menu and selecting Modify.
Step 3 : In the Customer Group field click on three dotted button.
Step 4 : Click on + New to add a new Customer Group.
Step 5 : Enter the Customer Group Name and click Create.
Step 6 : Select the new added Customer Group and click OK.
Step 7 : Click Update on the Modify Customer window.
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