How to create a price list
For many companies, the Goods module containing the Price List is used very frequently. Price list items can be so-called stock items (a warehouse must always be specified when they are used in documents) or non-stock items.
The best way to populate the price list is to use an import from Excel. The only mandatory field for the import is the price list item's Code/Abbreviation; however, the import offers a large number of unique fields related to each price list item.
At a minimum, we should import the following values:
Code/Abbreviation;
Name;
unit of measure;
stock item (identifies whether the item is a stock or non-stock item);
VAT rate (if not specified, the 21% rate is filled in automatically);
price type (if not specified, "excl. VAT" is filled in automatically);
inventory type;
selling price (according to the price type).
We recommend testing the import on a single item first. Check it and, if necessary, adjust and complete it; only then run the import for all items.