Price lists, quantity breaks and promotions

Price lists hold what each customer pays. When an order is priced, each line's price comes from the customer's list, and the price on the PO is compared against it. A line names a product by its SKU, so its price is read against what the product costs: the margin shows beside each price, and a price below cost or under your target stands out.

1. 1

   Create a price list

   Click New price list and name it (for example, "Distributor 2026").

   SettingsPrice lists
2. 2

   Add items

   With inventory on, pick each product from the catalog (its name, unit, colour and size come with it), or Import → From your products to add every product the list doesn't price yet at one margin over cost. Price a style prices every colour and size of a style at once, with the sizes that cost more adjusted. Add quantity breaks for lower prices at higher quantities.

3. 3

   Add promotions

   A lower price for a date range. It applies automatically while it runs.

4. 4

   Assign it to customers

   On each customer, choose their price list. Customers without one pay your standard prices.

Prices and products

• A product's page has a Prices card: what it sells for on each list, with its margin, and a price to set where a list has none.
• An order line for a product the list doesn't price can put the price typed there onto the list, in one click.
• A new product made on the spot can be given a price at the same time; it goes on the default list.
• Rename a product's SKU and its lines follow on every list; archive a product and its prices come off them.
• Products brought over from QuickBooks bring their sales prices onto the default list, unless you untick it.
• Reports → Prices against cost lists every price against today's cost, and the morning brief says when costs have moved under your prices.