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Chapter 14

Price lists

Keep more than one price for the same item: a wholesale list and a retail one, with prices that step by quantity and by unit. The price on a sales line is chosen automatically in this order: the customer's list → the default list → the item price.

FADx ERP 1.88.31
Price lists — validity period, special prices and minimum quantity
Price lists — validity period, special prices and minimum quantity

Common workflows

  1. 1

    A new list

    "+ List" and name it, then "Prices" → item and unit → from-quantity and price → "Save price". A second line for the same item from a higher quantity gives a stepped price.

  2. 2

    Link it to a customer

    From the customer file → "Customer price list". Or mark it default for everyone without a list of their own.

  3. 3

    Raising prices

    "Adjust all prices %" on the list, or "Copy list" with a markup into next year's list. For many prices at once: Master data → Import → "Price list prices".

Messages you may see — and what to do

  • "Changing it needs the price-list override permission"

    The line price came from a list; changing it by hand is for permitted users only, and it is recorded in the activity log.

  • "Exceeds the maximum allowed discount"

    A list discount cannot exceed the maximum discount under Settings → Sales.

  • "A price already exists for this unit and break"

    Edit the existing price instead of adding a second line.

  • The list price does not appear

    The list is inactive or outside its effective dates, so the line is priced from the next one in order.

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