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How to Add Price Lists to Boost Customer Retention and Sales in Invent ERP

Learn how to create and manage price lists, set product-specific and tiered pricing, schedule effective dates, and assign lists to customers and sales channels to increase repeat purchases and maximize revenue.

Step-by-Step Process​

Step 1: Navigate to All Apps​

From the Main Menu, look at the top right corner then click on All apps.

Step 1 - Start POS Session

Step 2: Select Point of Sale​

Step 2 - select POS

Step 3: Navigate to Price Lists​

When you arrive, select products then Price Lists.

Step 3 - New POS Session

Step 4: Add a Price List​

In the top right corner, Press add to create a new Price List.

Step 4 - New POS Session

Step 5: Enter a Price List Name​

Step 5- New POS Session

Step 6: Add a Product​

Step 6 - New POS Session

Step 7: Select Product Type​

Choose your preferred product type, then add the product

Step 7 - New POS Session

Step 8: Choose Computation​

After that, choose the preferred price rule you would like. Either Fixed Price or Discount Percentage.

Step 8 - New POS Session

Step 9: Select Date Range (Optional)​

You can define a Date Range to ensure the pricing only applies during a specific period.

Step 9 - New POS Session

Step 10: Create Price List​

When you added all your products and price rules. Confirm your details and go ahead and create your price list.

Step 10 - New POS Session

Step 11: Point of Sale Configuration​

Now that you created your price list. Navigate to the Point of Sale configuration to apply it.

Step 11 - New POS Session

Step 12: Apply Price List to POS​

Head over available price list and select the one you want to apply. Make sure to save your changes.

Step 12 - New POS Session

Step 13: Navigate to POS​

Step 13 - New POS Session

Step 14: Choose Products​

Select the products you want to apply the price list on. Then click options.

Step 14 - New POS Session

Step 15: Select Price List​

In the advanced options section, click on primary price list then select it

Step 15 - New POS Session

Step 16: Price List applied​

After following those steps, you can see the price list was applied, now you can go ahead and confirm your order.

Step 16 - New POS Session

Notes & Tips​

  • Always double-check validity dates. This ensure the price list’s start/end dates are correct to prevent unintended pricing during promotions or transitions.
  • A crucial tip is to use clear naming conventions. The usage of descriptively price lists can allow you to always select the right price list and speed up workflow.
  • Also it is beneficial to assign by product groups when possible. The reason is to apply prices to groups to speed setup and keep lists manageable

FAQ​

Q: What is a Price List? A Price List is a set of rules (fixed price or discount percentage) that are applied to products or services to determine their sale price.

Q: Can one product belong to multiple Price Lists? Yes, a product can have prices in multiple Price Lists.

Q: How do I handle temporary promotional pricing? Create a Price List, then add the products alongside the rule either fixed price or discount percentage. After that, just apply a date range.