CRM › Pricing
Price Lists
A set of prices valid over a period, for a currency. A list may be derived from another by a percentage, which is how most regional lists exist.
Where to find it
Address in the console: /crm/price-lists
List · 10 columns · 12 fields on its form · 3 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Currency | Text | currency |
| Type | Status | list_type |
| Derived from | Code | parent_code |
| Adjustment % | Text | adjustment_pct |
| Entries | Number | line_count |
| Status | Status | status |
| In force from | Date | effective_from |
| Until | Date | effective_to |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Description | Text | ||
| Currency required | Text | ||
| Type | Choice | sales, cost, transfer, promotional, contract, rental | |
| Derived from | Choice | Looked up from existing records | |
| Adjustment % | Number | ||
| Rounding | Choice | none, nearest_cent, nearest_unit, nearest_ten, psychological_99 | |
| Prices include tax | Yes or no | ||
| Status | Choice | draft, active, expired, withdrawn | |
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.