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This page explains how a price group is created in order to assign products to it and then relate a price group to a price list. By this way you can easily manage price lists and discounts. |
Create a New Price Group
For creating a new Price Group, you must do the following:
Go to Setup > Billing > Products > Price Groups
Image RemovedImage AddedAt the Price Group page, click at Add button and type a name and a description for the new price group.
Image RemovedImage AddedClick at Save and Exit Setup
Relate products with a Price Group
You can relate a product to a Price Group either by editing it or by bulk assignment.
Relate product with a price group from the detailed page
Go to Billing > Products.
Click at the name of the product that you want to add to a Price Group.
Click at Edit button.
Image RemovedImage AddedAt the Product Edit Page, at dropdown list "Prod. Price Group" select the Price Group and click at Save.
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Bulk assignment to price group
At the products list page, at the List View tab, click at the checkboxes of the products that you want to add to a Price Group.
Image RemovedImage AddedFrom "Actions" click at "Bulk Assignment To Price Group".
Image RemovedImage AddedAt the pop-up window click at a Price Group.
Image RemovedImage AddedA message will appear at the pop-up window informing you about the result of the assignment. Click at close.
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Remember you can use Advanced Search of Products in order to find all the products you want and then assign them at a Price Group. |
Add a Price Group to a Price List
Follow the next steps to add a price group to a price list and assign easily pricing methods to price groups.
Go to Billing > Price Lists.
At the Price lists page, click at the name of a Price List to edit it.
*If you cannot find a price list that suits you, you can create a new price list by clicking at Add button, typing a name, clicking at the checkbox Active and saving it.At the Price List Edit page go to tab Products > Quick Add > Price Groups
Image RemovedImage AddedAt the pop-up window> check the desired Price Group > click at the button Insert to Selected > click at the button Same Pricing Rule.
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Image AddedAt the new pop-up window click at the desired Unit Groups (e.g. Month), then select a Pricing Method (e.g. Percent of Sell Price, type the Percentage Discount and click at Save.
Image RemovedImage AddedAt the Price List > Products tab > Price Groups, you can see the related price groups.
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