Sales price lists give you the flexibility to charge different amounts for your goods based on the customer, vintage year, or sale type (i.e., retail vs. wholesale).
When the price list is used in a sales order, the price of items from the price list will be automatically used in the sales order. The sales order will also use any details from the price list such as the tax rate and revenue account. In the example below, the price of the stock item from the price list is used in the sales order.
You can set up a price list from the Winery Setup window (Setup Options > Sales > Sales Price Lists):
- Do one of the following:
- Click
Set Up in the sidebar, click Sales, then from the Sales Price List tile, click Configure.
- Click
More Options in the sidebar, then from the Sales tile, click Configure Price List.
- Click New Price List.
- Specify the details for the price list including the default tax rates and revenue account that will be included on a sales order.
- Add a line to the bottom section of the window for each item that you want to include in the price list. Each item’s default price will be used whenever the sales price list is used in a sales order.
- Click Save.