Settings: Price Lists
Learn how the Price Lists section lets your business create different pricing structures for products, product groups, sections, or even individual accounts.
Thought Process
The Price Lists section exists so the business can work with more than one pricing structure where needed. Not every customer, product range, or part of the organisation will always work from the same pricing model.
By creating separate price lists, the CRM can support different commercial approaches while still keeping everything organised. This makes it easier to manage pricing by category, by department, by customer type, or by specific account.
Why it matters
Different products or customers may need different pricing rules, so a single flat price list is not always enough.
Why it helps
Separate price lists make pricing more flexible while keeping it more controlled and easier to manage across the organisation.
What This Section Does
Create multiple price lists
Build different price lists for different commercial needs instead of relying on a single shared structure for everything.
Price by product or product group
Different lists can be used for specific products, product groups, or wider sections of the business.
Assign by account
A specific price list can also be used for an individual account where customer-level pricing needs to be managed separately.
Edit and maintain lists
Price lists can be reviewed and updated over time as products, pricing, or customer agreements change.
Keep pricing consistent
Centralising price lists in Settings helps reduce confusion and supports more consistent use of pricing across the organisation.
Support default pricing
The lists created here can also support default pricing setups elsewhere in the CRM.
Simple Walkthrough
- Go to Settings.
- Open the Price Lists section.
- Create a new price list with a clear name that reflects its purpose.
- Decide whether it is intended for certain products, product groups, sections, or a specific account.
- Save the list so it becomes available in the CRM.
- Review and update price lists as your pricing structure develops over time.
Getting the Most From Price Lists
Use clear list names
Name price lists in a way that makes their purpose obvious, so users can quickly understand when each one should be used.
Group pricing logically
Try to structure price lists around how the business actually works, such as by product family, customer type, or department.
Use account-level lists carefully
Special pricing for individual accounts can be very useful, but it is worth keeping those lists clearly labelled and reviewed regularly.
Review them when pricing changes
If product pricing or agreements change, revisit your lists so the CRM continues to reflect the correct structure.