This documentation is still being improved and may not fully reflect how the application works. Join the forum to ask questions and share feedback →

Price Levels

Price levels let you define multiple selling prices for the same item — for example, one price for retail customers and a lower price for wholesale buyers. When you select a customer on a sales document, the system automatically uses that customer's assigned price level to fill in unit prices.

How It Works

The feature has three parts you set up once:

Create price levels — name your tiers (e.g. Retail, Wholesale, Distributor) under Administration → Price Levels.
Set item prices — on each item's form, fill in the price grid: one row per price level, one column per unit of measure.
Assign to customers — on each customer's form, choose their Default Price Level.

At transaction time, selecting a customer automatically loads the active price level. When you then pick an item and unit, the matching price fills in automatically.

Managing Price Levels

Go to Administration → Price Levels. Stat cards show Total, Active, and which level is the Default.

Field	Description
Name	Label shown on forms and reports (e.g. Retail, Wholesale)
Description	Optional internal note
Sort Order	Display order in dropdowns
Is Active	Inactive levels are hidden from transaction forms

Click New Price Level to create one. Click a row to edit.

Rules:

Exactly one level must be marked Default. It is used as the fallback when a customer has no assigned level.
The default level cannot be deactivated or deleted.
Deleting a level that is still assigned to customers or items deactivates it instead of removing it.

Setting Item Prices

Open an item's form and scroll to the Price Levels section. You will see a grid:

Rows — one per price level
Columns — one per unit of measure defined on the item

Enter a unit price in each cell. Leave a cell blank to indicate no specific price for that combination — the system will fall back through the chain (see below).

Click Save at the top of the item form to commit all prices in one operation.

Assigning a Price Level to a Customer

Open a party form for any customer. The Default Price Level field is in the top section.

Select the level that applies to this customer (e.g. Wholesale).
Leave it blank to use the system default level.

The assignment is used on Sales Invoices, Sales Orders, Delivery Notes, Credit Notes, and any other sales document.

Auto-Fill on Sales Documents

When you create a Sales Invoice (or Sales Order):

Select a Customer — the system reads their Default Price Level (or falls back to the system default).
Add a line — pick an Item and Unit.
The Unit Price fills in automatically based on the resolved price level.

You can override the auto-filled price per line at any time.

Price Resolution (Fallback Chain)

When the system looks up a price, it tries three steps in order:

Step	What it tries
1	ItemPrice for the exact Item + Price Level + Unit
2	ItemPrice for the same Item + Unit, using the system default Price Level
3	The item's base Selling Price field (base unit only)

The first match wins. If none of the three steps finds a price, the unit price field is left blank for manual entry.

Notes

Price levels are per-business. Each business defines its own set of levels.
New businesses start with three seeded levels: Retail (default), Wholesale, and Distributor. You can rename or add to these.
Prices are stored per unit, so a box price and a pcs price are independent entries.