Apply Price List

You can apply a price list in three ways. They are:

• Customer or Vendor
• Transaction
• Line Items Level

Apply Price List to a Customer or Vendor

To apply a price list to a customer or vendor:

• Go to Sales or Purchases on the left side bar.
• Navigate to the respective Customers or Vendors module.
• Create a new or edit an existing contact.
• Go to the Other Details tab.
• Click the Price List dropdown and select the price list.
• Click Save.

Apply Price List to a Transaction  

To apply the price list to a transaction:

• Navigate to the required Sales or Purchases module (SO, PO, Invoice, Bill).
• Create or edit a transaction.
• Click the Select Price List dropdown located above the Item Table.
• Choose the price list to apply to this transaction.
• Select a price list to apply it to the entire transaction or to each item in a transaction.
• Click Save

Apply Price List to an Item in a Transaction  

To apply the price list to the item in a transaction:

• Navigate to the required Sales or Purchases module (SO, PO, Invoice, Bill).
• Create** or edit a transaction (SO, PO, Invoice, Bill).
• Select an item under the Item Details section.
• Under the Rates column, click Apply Price List you want to apply to the item. This will override the price list you have applied commonly for all the items in the transaction.