The Inventory module containing the Price List is very frequently used by a wide range of companies. Price list items can be either 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 the 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% is applied automatically);
price type (if not specified, "excluding VAT" is applied automatically);
inventory type;
selling price (with respect to the price type).
We recommend testing the import with a single item first — review it, make any necessary adjustments, and complete any missing information before proceeding to import all items.