Price lists and wholesale: customer groups, quantity tiers and trade credit limits

What it is for

Price lists let you sell the same product at different prices depending on the customer, channel and quantity. Customer groups apply a shared discount, trade credit limit and payment term. Prices go into the order when items are added, manually or from a channel.

Where to find it in the app

• Menu "Sales and logistics", "Price lists and customer groups", tabs "Price lists", "Customer groups" and "Customer terms".
• Requires the warehouse module and the wholesale module (business profile e.g. "hurt" (wholesale) or "omnichannel").
• The permission to read sales gives you a preview, and the permission to write sales gives you editing (salesperson, administrator, owner). A warehouse worker cannot see this screen.

Step by step

1. "Cenniki" (Price lists) tab, "Dodaj cennik" (Add price list): enter "Nazwę cennika" (Price list name), "Walutę" (Currency), the "Obowiązuje od" (Valid from) and "Obowiązuje do" (Valid to) period, and the "Cennik aktywny" (Price list active) field. The price list state is "Obowiązuje" (In force), "Nieaktywny" (Inactive), "Zaplanowany" (Scheduled) or "Wygasł" (Expired).
2. Open the price list and click "Add product": select "Product", "From quantity (tier)" and "Net price". The "1+" tier is the base price, and "New tier" adds higher tiers with a lower price. The highest tier reached applies.
3. "Grupy klientów" (Customer groups) tab, "Dodaj grupę" (Add group): "Nazwa grupy" (Group name), "Rodzaj" (Type) (Wholesale or Retail), "Rabat (%)" (Discount (%)) (applied when the price comes from the item), "Cennik grupy" (Group price list), "Domyślny limit kupiecki (PLN)" (Default trade credit limit (PLN)) and "Domyślny termin płatności (dni)" (Default payment term (days)), from 0 to 365.
4. "Warunki klientów" (Customer terms) tab: search for a counterparty by name or NIP and set "Grupa klientów" (Customer group), "Cennik indywidualny" (Individual price list), "Limit kupiecki (PLN)" (Trade credit limit (PLN)) and "Termin płatności (dni)" (Payment term (days)). The counterparty's own terms override the group's.
5. With the "Check price" card you can see what price will result for a product, quantity, counterparty and channel, together with the source of the price.

Order of price selection

1. The counterparty's price list ("Customer price list").
2. The customer group price list.
3. The channel price list.
4. The product's catalogue price, with the group discount if the group has one.

Trade credit limit and payment term

A customer's exposure is receivables from invoices plus open orders; on the "Trade credit limit" card it is shown with the label "Within limit", "Near limit", "Exceeded" or "No limit". In the order form, exceeding the limit shows the warning "The trade credit limit will be exceeded". The order can be saved, but on confirmation it gets the status "On hold" with the reason "Trade credit limit exceeded". The "Release despite exceeded limit" button works only for a person with finance permissions, and the decision goes to the timeline. The payment term is saved on the order and displayed; it is not carried over to the invoice automatically.

Currencies