How to set up a price list
For many companies, the Products module containing the Price List is very frequently used. Price list items can be so-called stock items (when used in documents, specifying a warehouse is strictly required) or non-stock items.
The optimal way to populate the price list is by using Excel import. The only mandatory field for the import is the Code/Abbreviation of the price list item; however, the import offers a large number of unique fields relating to each price list item.
At a minimum, we recommend importing 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, a rate of 21% will be applied automatically);
Price type (if not specified, "excluding VAT" will be applied automatically);
Inventory type;
Selling price (with respect to the price type).
We recommend testing the import on a single item first, reviewing it, and making any necessary adjustments or additions before proceeding to import all items.