Price list groups let you divide customers into groups and apply individual pricing to each group. This can be the fixed individual price mentioned earlier, or a price calculated using a price level.
Where to find price list groups
You can find price list groups in Settings, in the Records section, under Goods and Warehouses, or simply by using search.
You can then create a new price list group using the New button in the top right corner.
ℹ️ For the group itself, you only need to fill in the abbreviation and the name; nothing else is set here. What matters is assigning the group to customers and then setting up prices.
Assigning the group to customers
After you create the group, you need to assign it to specific customers. You can choose from two methods.
Individually
You assign the group in the detail of the specific business partner in the address book, on the Business settings tab, in the Price list group field.
In the default form layout, the Price list group field is not among the fields displayed for an address book record. You may therefore need to add the field using form settings: you will find it under the same name in the list of hidden fields, and you turn it on with the eye icon.
In bulk
You can assign the group to multiple business partners at once using bulk changes. In the company address book, select the companies you want, then in the bottom bar of the list open the More functions menu (three dots), where you will find the Bulk changes option (similar to other modules).
How to find out which customers belong to a group
You can get an overview of the companies assigned to a price list group directly in the address book. Display the Price list group column (gear icon in the table header, Column settings) and use it to filter the list (the + Filter button, Price list group field) or sort it. This way you will see all the customers to whom the prices for the given group apply at once.
Setting prices for a group
Once the price list group is assigned to the relevant customers, all that remains is to set up the appropriate pricing for that group. There are two options.
Fixed individual price
This can be an individual price, whose setup instructions are in a separate article. In the price list item detail, you create it on the Sales prices tab by selecting the record type For price list group. The Sales prices tab is not displayed in the default layout of the price list form; you display it in the same way as the field in the address book.
Price level
Or a price level, the principles of which we will explain in the next guide. You attach a price list group to a price level in the price level detail, on the Price list groups tab, using the Attach another button.
⚠️ If you assign a company to a price list group only after a document has been issued, the prices on items already added will not be recalculated automatically. The same applies if you change the company on an existing document. You need to add the items again.