Set up price lists for different customer tiers

Distributor price, retail price, export price — maintained once, applied automatically.

Sales5 min readOpen feature
Set up price lists for different customer tiers — screenshot of the feature
  1. 1

    Create the price list

    Sales → Price Lists → New. Name it after its purpose ('Distributor 2026', 'Retail', 'Export USD'). Choose the currency.

  2. 2

    Add product rates

    Either upload a CSV with SKU + rate, or add rates one by one from the product picker. Leaving a product out of the list falls back to the base rate on the product.

  3. 3

    Assign to customers

    Open a customer and set their default price list. Every new order for that customer will auto-apply these rates.

    Tip: Price-list overrides on individual invoices are still allowed — they're logged in the audit trail with who did it.

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Create and dispatch a sales order

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