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4. Price lists
Pricing, then Price lists. A price list is a named rate that customers sit on. It is how you give a football club a club rate, a reseller a wholesale rate, and a walk-in the list price, without maintaining three spreadsheets.
The fields
| Field | Meaning |
|---|---|
| Name | What staff see, for example "Retail", "Club rate", "Wholesale" |
| Code | A short identifier, for example club or wholesale |
| Discount | A percentage shown off list prices in the portal, the shop and the cart for customers on this list |
| Default for new customers | New customers are put on this list automatically |
The Customers column on the list shows how many organisations are on each, which is the quickest way to spot a list nobody uses.
An important distinction
This is the one thing on this page that catches people out.
| What it affects | |
|---|---|
| The discount percent on the price list | The prices customers see in the portal, shop and cart |
| A customer discount pricing rule scoped to the price list | The prices the engine calculates on a quote |
They are two different mechanisms, and a shop that wants both needs both. The field's own help text says so: for quote pricing, add a customer discount rule scoped to this price list.
So the normal setup for a club rate is:
- Create the price list Club rate with a discount of, say, 12%.
- Create a customer discount rule with Applies to: A price list, pointed at Club rate, with 12%.
- Put the club's organisation on the Club rate list.
Now the club sees 12% off in the portal, and a quote your sales person builds for them also comes out 12% off. If you only do step 1, your quotes will come out at full list and someone will notice at the wrong moment.
A sensible starting set
Most shops need three:
| List | Discount | Who is on it |
|---|---|---|
| Retail | 0% | Walk-ins, one-off consumers. Mark this default for new customers |
| Club | 10 to 15% | Sports clubs, schools, community groups |
| Wholesale | 20 to 30% | Resellers, uniform companies, agencies |
Add lists for the deals you actually have, not the ones you might have. Every extra list is another thing to keep in step with a pricing rule.
Assigning a customer to a list
On the customer record: Records, then Customers, open the organisation and set its price list. Details in customers.
New customers land on whichever list is marked default, so make sure that is your retail list and not your wholesale one.