Skip to main content

How to add a Price List In invent ERP?

How to add a Price List in Invent ERP? 

Price lists let you define and manage product pricing across customers, regions, and sales scenarios. In Invent ERP you can create price lists with price rules (fixed price or discount percentage), then assign them to individual products or product groups. Using price lists ensures consistent pricing, simplifies promotions, reduces pricing errors, and speeds up sales processing helping you protect margins and deliver accurate invoices.

Step-by-Step Process

Step 1: Navigate to All Apps

From the Main Menu, look at the top right corner then click on All apps. 

Step 2: Select Point of Sale

Choose Point of Sale.

step1.png

Step 3: Navigate to Price Lists

When you arrive, select products then Price Lists. 

step3.png

Step 4: Add a Price List

In the top right corner, Press add to create a new Price List.

Step 5: Put a Price List Name

step5.png

Step 6: Add a Product

step6.png

Step 7: Select Product Type

Choose your preferred product type, then add the product.

step7.png

Step 8: Choose Computation 

After that, choose the preferred price rule you would like. Either Fixed Price or Discount Percentage. 

step8.png

Step 9: Select Date Range (Optional)

You can define a Date Range to ensure the pricing only applies during a specific period

step9.png

Step 10: Create Price List

When you added all your products and price rules. Confirm your details and go ahead and create your price list.

step11.png

Step 11: Point of Sale Configuration 

Now that you created your price list. Navigate to the Point of Sale configuration to apply it. 

step11.png

Step 12: Apply Price List to POS

Head over available price list and select the one you want to apply. Make sure to save your changes. 

step12.png

Step 13: Navigate to POS

step13.png

Step 14: Choose Products

Select the products you want to apply the price list on. Then click options.

step14.png

Step 15: Select Price List

In the advanced options section, click on primary price list then select it.

step15.png

Step 16: Price List applied

After following those steps, you can see the price list was applied, now you can go ahead and confirm your order.

step16.png

Notes & Tips

  • Always double-check validity dates. This ensure the price list’s start/end dates are correct to prevent unintended pricing during promotions or transitions.
  • A crucial tip is to use clear naming conventions. The usage of descriptively price lists can allow you to always select the right price list and speed up workflow.
  • It is beneficial to assign by product groups when possible. The reason is to apply prices to groups to speed setup and keep lists manageable.

Frequently Asked Questions (FAQ)

Q: What is a Price List?
A: A Price List is a set of rules (fixed price or discount percentage) that are applied to products or services to determine their sale price. 

Q: Can one product belong to multiple Price Lists?
A: Yes, a product can have prices in multiple Price Lists. 

Q: How do I handle temporary promotional pricing?
A: Create a Price List, then add the products alongside the rule either fixed price or discount percentage. After that, just apply a date range. 

Back to top