Set up a price list

Last updated: June 20, 2026

Learn the concept
This is the step-by-step. For what it is and how it fits the bigger picture, read Pricebook in the reference.

Setup task

What this does

A price list gives chosen customers their own pricing: either a discount off your list price, or a fixed new price per item. It then applies automatically when you quote or invoice them.

Open Price List

Go to Menu > Customer > Pricelist and click Create.

Price ListNameWholesale 2026Pricing ModeDiscount▾CodeautoPricesWidget A list 50.00 → less 10% = 45.00Applies to 12
A price list set to discount mode simplified mockup

The tabs

  • Main. Name the list and choose how it prices.
  • Prices. The per-item prices or discounts.
  • Categories. Apply it to whole product categories at once.
  • Customers. The customers this list applies to.

Steps

  1. On Main, set the Name and pick a Pricing Mode: Discount (a percentage off list) or New Sales Price (a fixed price you set).
  2. On Prices, enter the items and their discount or price.
  3. On Customers (or Categories), choose who the list applies to.
  4. Confirm. The pricing now flows onto their quotations and orders automatically.
Good to know. Pricing Mode decides the whole list. Discount keeps you tied to your list price (a 10% list rise carries through); New Sales Price fixes the number until you change it.

Related

  • Add a customer
  • Set up a product