Welcome to the guide on the Price List feature in Empress. This feature is fundamental for managing various price lists for your products and services. Regardless of whether you’re selling or buying, the Price List feature simplifies the process of handling different pricing strategies.
What is the Price List Feature?
The Price List feature is a functional asset in Empress designed to manage and organize different price lists. This feature is particularly useful for businesses dealing with multiple products, services, or customers in different countries and currencies.
The Price List feature allows you to:
- Create and manage multiple price lists
- Assign different price lists to various customers or countries
- Handle different currencies
How to Use the Price List Feature
Viewing Price Lists
- Navigate to the
Price Listsection in the Empress interface. - Here, you’ll find a list of all your existing price lists.
Creating a New Price List
- Click on the
Newbutton to create a new price list. - Fill in the
Price List Nameand select theCurrencyfrom the dropdown list. - Tick the
Buyingcheckbox if this price list is for purchasing products, or theSellingcheckbox if it’s for selling. - If the price list is not dependent on the unit of measure (UOM), tick the
Price Not UOM Dependentcheckbox. - Under
Applicable for Countries, you can specify the countries where this price list applies.
Editing an Existing Price List
- Select the price list you want to modify.
- Click the
Editbutton. - Make your changes and click
Save.
User Roles and Permissions
Different roles have different permissions for the Price List feature:
Sales User: Can view and report on price lists, but cannot create, delete, or edit them.Sales Master Manager: Can create, view, report, delete, and edit price lists. Also, they can export data and share price lists.Purchase User: Can view and report on price lists, but cannot create, delete, or edit them.Purchase Master Manager: Can create, view, report, delete, and edit price lists and share price lists.
Conclusion
The Price List feature in Empress streamlines the process of managing different pricing strategies. It eliminates the need to manually handle each price list, saving you time and reducing potential errors.
For further assistance or more information on how to fully utilize this feature, refer to the Empress support resources or contact our support team.