Price List Functional User Manual Explained: Setup, Logic, and Examples

Price List Functional User Manual

Price List





Price List Listing





Add Price List





Step 1: Click the Action button 
Step 2: Select Add Price List to open the price list creation form 






Step 1: If you want enable approval workflow button.
NotesNote: To enable the Approval Workflow, ensure the workflow is configured under Application Settings-> Workflow menu 
Step 2: Select the desired workflow option based on your requirements.
Step 3: Select the start and end date.






Step 4: Click the Add New button to insert a row in the item table. 
Step 5: Use the Dropdown to select an item 
Enter the Minimum, Maximum, and Price values, click outside the table to save the entry.


Import Items via XLSX






Step 6: Click the Action button      
Step 7: Select Import to open the file upload popup, upload your XLSX file containing the price list data 





Step 8: Upload your XLSX file containing the price list data
Step 9: Click the validate item(s)




System redirect Confirmed Item(s) pop up where Valid Item(s) and Rejected Item(s) tab




Click on submit button for import items OR cancel button for close the pop up without import items





Step 10: After fill all details click on submit button




Price List Details

Click on any price list entry to open its Details





As above image when Approval Workflow enable system will display Draft-> Pending Approval-> Approved status AND Approval Trails tab (which not display in normal price list when approval workflow off) 

Price List History





Step 1: Click on price list history



When click No of item 3-tab system display according to that history




When click No of item 2-tab system display according to that history and change items table as two items and prices etc.


As above image when price list in Pending Approval mode -> Approved status color is Grey



As above image when price list in Draft mode-> Pending Approval and Approved status color is Grey

Add/ Update Price List





Which price list workflow disables the system displaying the Add/Update Price List Options




Which price list workflow enables the system to display only the Add Price List option





In Update Mode, users can modify:
Add New/ Delete Existing Item
Price
Unit of Measure (UOM)
Start Date End Date




Additional Information

Customers

Displays a list of customers who are currently using this price list





End Users

Shows the list of end users associated with the price list




Terms & Conditions



To use this feature, enable it via Application Settings-> System Configuration-> Price List Terms and Conditions






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Step 1: Click Export Price List Terms
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Step 2: Once all options are selected, choose Export PDF.
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The system generates and downloads a PDF containing the specified Terms & Conditions fields
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Approval Trails

Displays a log of all approval actions taken on the price list
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