Price List
For: Anyone setting up custom item pricing for specific customers
A Price List is a named set of per-item prices in one currency that you can assign to a customer. The part worth understanding clearly is what it actually does when you put it to use: it pre-fills a rate, it doesn't lock one in.
What this module does
1. A Price List is a set of Net and Gross prices per item
Each list has its own header details and a table of item-level prices.
Price List Name and Remarks: Name must be unique across your company. Remarks is required.
Currency: Every price on the list is in this one currency. It defaults to your company's base currency from Settings → Currencies, and the picker is that same currency list.
Each item line: Picks an Item Group, then an Item within it, and carries both a Net Price and a Gross Price.
2. It pre-fills prices, it doesn't enforce them
This is the single most important thing to understand before you rely on a Price List.
Assigning a Price List to a customer: Makes its Net Price the starting rate whenever that customer's document lines pick a matching item.
That rate is fully editable: Anyone filling in the document can overtype it, and nothing checks the final saved price against the list afterward.
Gross Price: Is stored and shown on the list itself, but it never appears anywhere else and never affects a document.
Restrict to price list items: A separate customer setting that does something real: turn it on, and that customer's item pickers only show items that actually appear on their assigned price list.
Note: There's also no check that the price list's currency matches the document's currency. A price list built in one currency will still pre-fill its numbers onto a document in a different one without converting anything.
Business rules
| Topic | Rule |
|---|---|
| No subscription gate | Creating a Price List isn't limited by your plan |
| Unique name | Price List names must be unique per company, and unlike every other All Master module this check is case-sensitive |
| Currency is required in practice | The form and model both technically allow it to be left blank, but saving fails without a valid company currency. The form defaults it to your base currency so this rarely comes up |
| No currency cross-check | Nothing stops a price list built in one currency from pre-filling its prices onto a document in a different currency |
| Gross Price is decorative | It's captured and displayed but never read by any pricing or posting logic |
| No active/inactive status | There's no deactivate action on a Price List, only Edit and Delete |
| Deleting | Blocked if the price list is assigned to any Customer, or used on any Quote, Sales Order, Delivery Challan, Invoice, or Recurring Invoice |