What are the business benefits of using Price Lists?

Eliminates the need to manually adjust prices for different customer tiers, partner programs, or promotional periods. One product catalogue, many price realities. Who uses it: Sales managers, account managers, pricing administrators, omni-channel operators Key benefit: Enforce consistent, segment-sp

Price Lists

Section: Sales
URL: /admin/sales/price_lists
Page title: Price Lists

Overview

Price Lists allow you to define multiple sets of item prices and assign them per client, client group, or sales channel. Instead of editing each product price individually for different customer segments, you create named lists — each with its own rates — and apply them automatically when generating invoices, estimates, or omni-channel orders.

Business value

Eliminates the need to manually adjust prices for different customer tiers, partner programs, or promotional periods. One product catalogue, many price realities.

Who uses it: Sales managers, account managers, pricing administrators, omni-channel operators
Key benefit: Enforce consistent, segment-specific pricing without manual overrides on every document
Metrics it influences: Average selling price per segment, margin by channel, promotional discount uptake

Typical use cases:

Retail vs. wholesale price lists for the same product catalogue
Promotional price list active for a specific date range (e.g. Black Friday)
Partner-specific pricing assigned to a client or client group
Channel-specific pricing linked to an omni-channel order type

Accessing this module

/admin/sales/price_lists

Key concepts

Concept	Description
Price List	A named set of item rates, optionally scoped by date range, promotion flag, partner client, or partner group
Default List	One list can be marked `is_default = 1`; it applies when no specific list is assigned
Item Rate	The price for a specific product/service within a given list; if not set, falls back to the item's standard rate
Promotional List	A list marked `ispromotion = 1` with `begin_date` / `end_date` — automatically active during the period
Partner Client	A list assigned to a specific client — applies automatically to that client's documents
Partner Group	A list assigned to a client group — applies to all clients in the group
External Channel	Links a price list to an external sales channel (e.g. e-commerce platform); used by Omni Sales order types
Clone	Duplicates an existing list with all item prices — useful for creating seasonal variants

Common actions

Create a price list — /admin/sales/price_lists → Add → fill in name, optional date range, promotion flag, partner client or group.
Set item prices — open a list → Prices → inline-edit the rate for each product/service in the list.
Set default list — edit a list → toggle Is Default on → this list applies wherever no explicit list is assigned.
Create promotional list — set ispromotion = 1, begin_date, end_date; the system applies the list automatically during that window.
Assign to client — edit a list → set Partner Client → the list applies automatically to all documents for that client.
Assign to client group — set Partner Group → applies to all clients in the group.
Clone a list — action menu → Clone → creates a copy with all item rates; rename and adjust as needed.
Link to Omni Sales order type — configured from the Omni Sales settings; a list → Order Types shows which order types use it.
View item prices across all lists — from the product modal, a Price Lists tab shows the rate for the item in every list at once; editable inline.
Delete a list — remove a price list; documents already created with that list retain their recorded prices.

Tip

Use the Clone action to create a promotional price list — clone the base list, adjust only the discounted items, set begin/end dates, and mark it as promotional. The system activates and deactivates it automatically; no manual intervention needed at the start or end of the promotion.

Warning

If you delete a price list that is assigned to active clients or client groups, those clients will fall back to the default list or item standard rates — potentially at the wrong price. Check the list's client and group assignments before deleting.

Price hierarchy

When a document (invoice, sales order, order) is created for a client, the system resolves the price in this order:

1. Partner Client price list (specific client match)
2. Partner Group price list (client's group match)
3. Default price list (is_default = 1)
4. Item standard rate (fallback — the rate set on the item itself)

Permissions

Permission	Required for
`price_lists → View`	View lists and prices
`price_lists → Create`	Add and clone lists
`price_lists → Edit`	Update list details and item rates
`price_lists → Delete`	Remove lists

References

Invoice Items · Clients · Client Groups · Omni Sales

Source: crm-connect-main/app/application/controllers/admin/Price_lists.php