How do I assign price lists to a single partner (customer/vendor)?

Overview

In metasfresh, there are sales price lists and purchase price lists. The sales price lists can be assigned to customers and the purchase price lists to vendors. These two types of price lists can also be assigned to partner groups.

Steps

Assign sales price list to customer

In order to obtain a sales price list you have to tick the checkbox Sales Price List in the corresponding price list entry (see step 8 of “How do I add a price list?”). Once this is done, you can continue with these steps:

  1. Open the entry of an existing customer from your business partners or add a new one.
  2. Go to the record tab “Customer” at the bottom of the page.
  3. Double-click the field Pricing System of the customer line and pick the desired pricing system from the drop-down list.
  4. metasfresh saves the progress automatically.

Assign purchase price list to vendor

In order to obtain a purchase price list you have to uncheck the box Sales Price List in the corresponding price list entry (see step 8 of “How do I add a price list?”). Once this is done, you can continue with these steps:

  1. Open the entry of an existing vendor from your business partners or add a new one.
  2. Go to the record tab “Vendor” at the bottom of the page.
  3. Double-click the field Purchase Pricing System of the vendor line and pick the desired pricing system from the drop-down list.
  4. metasfresh saves the progress automatically.

Next Steps (alternative)

Example


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