It’s common for businesses to require multiple price lists to support several different workflows such as individual customer pricing, purchasing products in foreign currencies, and maintaining multiple retail prices globally dispersed retail outlets.
By default, QuickBooks Commerce features Wholesale, Retail, and Buy price lists. However, we support creating as many price lists as you need to achieve your operational workflows. This article will guide you by managing price lists, including which method we recommend when updating variants.
Setting up a new Price List
To set up a new price list, navigate to Inventory > Price Lists.
You’ll be presented with a list of your current Price Lists. To create a new price list, click the Create New Price List button in the upper right corner.
You’ll need to give each new price list a name and select the currency (pre-existing in your QuickBooks Commerce account) before it can be saved.
At this stage, you can also choose a price list type. The price list type determines its availability throughout QuickBooks Commerce. The Sell type is used for the sales process (sales orders, sales channel sync, etc.), and the Buy type is used for purchase order creation.
Once you've entered the details, click CREATE PRICE LIST. The price list has been created at this stage, and you can now add new prices for each of your variants. The CREATE PRICE LIST button will change to PROCEED TO ADD PRICES VIA CSV to help with this process. Clicking this option will direct you to the Price List CSV update tool. More details are available in this article.
Alternatively, if you don't want to import new pricing via a CSV file, you can click the cancel button in the upper right corner (the price list will still exist) and manually add prices for your variants.
Once done, the new price list can also be assigned as a default to customers, consumers, or vendors.
Viewing a Price List
Clicking a price list will forward you to a list of all variants that have a price on the selected list. You can then click any variants to direct you to the variant details page, where you can edit its attributes if required.
It’s possible to filter the list of variants by one or more of the following properties:
- Product Type
- Product Status
- Product Tags
- Stock Location
- Manage Stock
- Keep Selling Past 0
To do so, from the Filter Products menu, select the required property, then enter the desired value in the associated input field. You’ll be presented with existing values as you type, and you can enter more than one value to increase the range of filtered variants.
To add another property to the filter, click the + Add Another Property option and repeat the process.
Click the Done button once you've selected your filters.
Removing variants from a Price List
Once the price list has been filtered to your requirements, you can select multiple variants and quickly remove them from the current price list.
To do so, select your variants, then from the Bulk Action menu, click the Remove from Price List option.
The prices for the selected variants will be removed from the current price list.
Updating Variant Prices
You can manage your Price Lists, three ways depending on the amount of information you need to update.
- To update a single variant, you can use the Variant view (accessed through your inventory list).
- For a quick update to a small set of products, you can update via Bulk Actions. More details can be found here.
- Alternatively, you need to update all or most of the prices in your Price List; you can use the CSV importer. More details can be found here.