Pricelists¶

Pricelists allow you to adjust product prices depending on various criteria automatically. For example, you can set POS-specific prices, create temporary discount periods, reward specific customers, or offer discounts when set quantities are ordered.

Configuration¶

Navigate to the general POS app settings and ensure Flexible Pricelists are enabled under the Pricing section.

Once enabled, select the pricelists that the cashiers may pick from in the Available field, and the one applied by default in the Default field.

screenshot: pos-pricelists-setting

menu: Point of Sale ‣ Configuration ‣ Settings
shows: The "Pricing" section of the POS settings with the "Flexible Pricelists" option enabled, two pricelists in the "Available" field and one in the "Default" field.
highlight: The "Pricelists" setting block (red frame).
module: point_of_sale, product
notes: English UI, light theme, 1440px width, crop to the settings block.

Note

Pricelists are shared with the rest of the database, including the Sales and eCommerce apps.

Create pricelists¶

Go to Point of Sale ‣ Products ‣ Pricelists and click New or select an existing pricelist. Name the pricelist, set its Currency and, if the pricelist is reserved for one company, its Company. Then add the price rules on the Price Rules tab.

Fixed prices¶

The simplest rule sets a fixed price for a product or one of its variants, optionally under conditions. To add one:

Click Add a line, and select a product and its variant if needed.
Add the condition(s):
- a product quantity to be reached by using the Min. Quantity column;
- a determined period during which the pricelist is applied by using the Start Date and End Date columns.
Add the Price to be applied when the conditions are met (if any).

screenshot: pos-pricelists-multiple-prices

menu: Point of Sale ‣ Products ‣ Pricelists ‣ New
shows: A pricelist form with three fixed-price rules applied to two products and a product category.
data: Pricelist "Wholesale" with rules on "Desk Organizer", "Cabinet with Doors" and the "Office Furniture" category.
module: product
notes: English UI, light theme, 1440px width.

Advanced price rules¶

Beside fixed prices, a price rule can compute the price with a percentage discount or mark-up, or with a formula. Open a price rule (or click Add a line and then the rule’s internal link) to reach the full rule form:

Select a Compute Price method:
- Fixed Price to set a new fixed price.
- Discount to compute a percentage discount (e.g., 10.00 %) or mark-up (e.g., -10.00 %).
- Formula to compute the price according to a formula. It is required to define what the calculation is based on (Sales Price, Cost, or Other Pricelist). You can then:
  - Apply a percentage Discount or mark-up.
  - Add an Extra Fee (e.g., $ 5.00) or subtract a fixed amount (e.g., $ -5.00).
  - Define a Rounding Method by forcing the price after Discount to be a multiple of the value set. The Extra Fee is applied afterward.
    
    Example
    To have the final price end with .99, set the Rounding Method to 1.00 and the Extra Fee to -0.01.
  - Specify the minimum (e.g., $ 20.00 ) and maximum (e.g., $ 50.00 ) profit Margins for computations based on Cost.
Select on which product(s) the price rule should be applied:
- All Products
- a Product Category
- a Product
- a Product Variant
Add conditions, such as a specific quantity to reach for the price to change by using the Min. Quantity field or a specific period during which the pricelist should be applied by using the Validity fields.

screenshot: pos-pricelists-advanced-rule

menu: Point of Sale ‣ Products ‣ Pricelists ‣ (a pricelist) ‣ (a price rule)
shows: An advanced price rule form with the computation set to a percentage discount, a minimum quantity, rounding and margin fields, and the validity dates.
module: product
notes: English UI, light theme, 1440px width.

Select pricelists¶

Go to the specific POS settings and add all the available pricelists in the Available field. Then, set its default pricelist in the Default field.

When you open a POS session, click the pricelists button, and select the desired pricelist from the list.

screenshot: pos-pricelists-frontend-button

menu: (POS interface) ‣ Register screen
shows: The POS register screen with the pricelist button in the button bar and the list of available pricelists open.
highlight: The pricelist button (red frame).
module: point_of_sale, product
notes: English UI, light theme, 1440px width.

Note

Multiple pricelists must be selected for the pricelist button to be displayed.
If a pricelist is selected on a POS order while its conditions are not met, the price will not be adjusted.

Tip

You can also set a pricelist to be selected automatically once a specific customer is set. To do so, go to the customer form and switch to the preferred pricelist in the Pricelist field of the Sales & Purchase tab.

Pricelist rules based on product tags¶

The Price List Validation by Tags for POS module (eyssen_pos_product_pricelist_tag) makes the pricelist rules that are applied on a pricelist tag work in the POS as well: the tags of the products and the tag of each price rule are loaded into the session, so the discount is computed on the register exactly as it is in the back end.

No POS-side configuration is needed beyond selecting the pricelist as usual; the tags and the rules are maintained on the products and the pricelists.

Note

This module requires the Price List Validation by Tags module (eyssen_product_pricelist_tag).