Price Lists

Price lists define the currencies and pricing structures used across sales, purchase, and inventory documents. They can be standalone or derived from a base list with a multiplier factor.

Accessing the Page

Navigate to Pricing & Tax → Price Lists in the sidebar, or go to /pricing-tax/price-lists.

Initialize Price Lists

When no price lists exist yet, you see an empty state with two options:

Initialize from Presets

Click Initialize Price Lists to open the wizard with 5 suggested lists:

Code	Name	Description	Default Status
STD	Standard Price List	Default price list for standard pricing	Active
RETAIL	Retail Price List	Pricing for retail customers with standard markup	Active
WHOLESALE	Wholesale Price List	Wholesale pricing for volume customers	Active
VIP	VIP Price List	Special pricing for VIP customers	Active
PROMO	Promotional Price List	Temporary promotional pricing	Inactive

1. All 5 lists are pre-selected by default. Toggle individual lists or use Select All to control selection.
2. Click Create N Selected Lists to bulk-create the selected price lists.

Add Price List

Alternatively, click Add Price List to manually create a single custom price list.

List View

After initialization, the price lists page shows all lists:

List Columns

Column	Description
Code	Unique price list code
Name	Display name and truncated description
Currency	3-letter ISO currency code (e.g., USD, EUR)
Based On	Base price list and factor for derived lists
Status	Active / Inactive status badge
Created	Relative creation time
Actions	Edit and Delete dropdown

Filters

Filter	Description
Search	Search by code, name, or description
Status	Toggle between All, Active, and Inactive

Creating a Price List

1. Click the Add button
2. Fill in the create dialog:

Field	Required	Type	Max	Description
Code	Yes	Text	50	Unique code (e.g., PL-001). Validated in real-time.
Name	Yes	Text	200	Display name (e.g., “Standard Price List”)
Currency	Yes	Select	3	ISO currency code (e.g., USD, EUR, GBP)
Description	No	Textarea	—	Optional description

3. Click Create to save

The code field validates in real-time — green border confirms availability, red indicates a duplicate.

Derived Price Lists

Enable Derive prices from another list to create a derived price list:

Field	Required	Description
Base Price List	Yes	The source price list to derive from
Factor	Yes	Multiplier applied to base prices (e.g., 1.2 for 20% markup, 0.9 for 10% discount)

Derived prices are calculated as: base price × factor. Changing the base list or factor recalculates all derived prices (except those with manual overrides).

The system prevents circular dependencies in derived chains (for example, a list indirectly deriving from itself).

Editing a Price List

1. Click the Actions dropdown on a row → Edit
2. Modify the fields:

Field	Editable	Notes
Code	No	Read-only. Helper text: “Code cannot be changed”
Name	Yes	Max 200 characters
Currency	Yes	3-letter ISO code
Description	Yes	Optional
Derived	Yes	Toggle derivation on/off. Requires base list and factor when enabled.
Active	Yes	Switch toggle. Inactive lists are hidden from document forms.

3. Click Save

Deleting a Price List

1. Click the Actions dropdown on a row → Delete
2. Confirm in the dialog: “Are you sure you want to delete ‘{{code}} - {{name}}’?”

3. Click Delete to confirm

Restrictions: A price list cannot be deleted if it has item prices assigned or if other price lists derive from it.

How Price Lists Are Used

1. Document defaults — Tax Configuration sets default price lists for sales, purchase, and inventory documents
2. Business Partner level — Each BP can have its own assigned price list
3. Item prices — Individual items have prices per price list and UOM combination
4. Derived pricing — Automatically calculate prices from a base list

Derived Pricing Notes

• Manual overrides on item prices are preserved when upstream base prices change.
• Deleting a list can be restricted if other lists depend on it or if active references exist.

Related Pages

• Tax Configuration — Set default price lists for documents
• Tax Categories — Manage tax classifications