Manage Price Lists

In this document, you’ll learn how to create, update, and delete price lists and their related information.

Create a Price List

To create a price list:

1. Go to the Pricing page.
2. Click on the “Create New” button at the top right.

This opens the form to create the price list in a new window. The form is split into different steps.

Step 1: Create Price List

In this step, enter the price list's general information:

1. Under the Type section, choose the type of the price list. It can be either Sale or Override.
2. Under the General section, enter the name and description of the price list.
3. To specify a start date for the price list:
   1. Toggle the "Price list has a start date?" field.
   2. A "Start date" field will show. Choose a start date using it.
4. To specify an expiry or end date for the price list:
   1. Toggle the "Price list has an expiry date?" field.
   2. A "End date" field will show. Choose a start date using it.
5. To limit the price list to specific customer groups:
   1. Toggle the “Customer availability” field.
   2. A table is shown where you can select the customer groups that the price list is applied to.

Once you're done, click the Continue button at the top right.

Step 2: Choose Products

In this step, choose the products that you want to adjust their pricing using this price list. You can choose a product by ticking the box at the left of its row. You can also search through products using the search box at the top right.

Once you're done, click the Continue button at the top right.

Step 3: Edit Prices

In this step, you can change the prices of each variant of the products you chose in the second step. To do that:

1. Click on the "Add prices button" at the right side of a product.
2. This will open the bulk editor to edit the prices of the product's variant. Learn more about tips to using the bulk editor in this guide.
3. For each variant, you can specify a price per currency or region.
4. Once you're done, click on the "Save Prices" button at the top right.
5. Keep repeating the process for all products in the price list.

Save the Price List

After editing the prices of all products in the price list, you can save the price list by either:

1. Clicking the “Save as Draft” button at the top right button to save the price list without publishing it;
2. Or clicking the “Save and Publish” button to save and publish the price list.

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View Price List Details

To view a price list’s details:

1. Go to the Pricing page.
2. Click on the price list you want to view.

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Change Price List Status

Info

Publishing a price list makes it and its prices available to customers. Unpublishing a price list makes it and its prices unavailable to customers.

To change a price list’s status:

1. Go to the Pricing page.
2. Click on the icon next to the price list.
3. If the price list is a draft, click on "Mark as active" in the dropdown to publish it. Otherwise, if the price list is active or published, click on the "Mark as draft" in the dropdown to unpublish it.

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Edit Price List’s Details

To edit a price list’s details:

1. Go to the price list’s details page.
2. Click on the icon in the first section.
3. Choose “Edit details” from the dropdown.
4. This opens a form as a side window. The form has the same fields explained in step one of creating a price list.
5. Make the necessary edits to the price list's details.
6. Once you’re done , click on the Save button.

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Manage Prices

Add Products

To add new products to the price list:

1. Go to the price list’s details page.
2. In the Prices section, click on the icon.
3. Click on “Add products" in the dropdown.
4. This opens a new window with the same form as step two of creating a price list.
5. Choose products you want to ad to the price list, then click the Continue button at the top right.
6. The next step has the same fields explained in step three of creating a price list.
7. Make changes to the prices of the variants of the new product(s).
8. Once you’re done, click on the "Submit and Close" button.

Edit a Product’s Prices

To edit the prices in the price list:

1. Go to the price list’s details page.
2. In the Prices section, click on the icon.
3. Click on “Edit prices in the dropdown.
4. This opens a new window with the same form as step three of creating a price list.
5. Make changes to the prices of any product's variants in the price list.
6. Once you’re done, click on the “Save changes” button.

Delete a Product’s Prices

Warning

Deleting a product’s prices in a price list cannot be undone.

To delete a product from a price list and remove the pricing changes as well:

1. Go to the price list’s details page.
2. Find the product you want to delete in the Prices section.
3. Click on the icon next to it.
4. Click on “Delete prices” in the dropdown.
5. Confirm deleting the product's prices by clicking the “Confirm” button in the pop-up.

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Delete Price List

Warning

Deleting a price list cannot be undone. Prices defined in the price list will no longer be available for the customers.

To delete a price list:

1. Go to the Pricing page.
2. Click on the icon next to the price list you want to delete.
3. Click on Delete in the dropdown.
4. Confirm deleting the price list by entering the price list's name, then clicking the "Confirm" button.