Price Sheets

Price sheets contain discount rules for products, categories and price groups. You can assign price sheets to specific companies, contacts, customers or user groups to control customer-specific pricing.

Before you begin

• You need the Pricing role to view price sheets.
• Creating new price sheets requires Owner access on the Pricing role.
• Editing existing price sheets requires non-viewer access.

Browse price sheets

Navigate to Pricing > Pricesheets to open the price sheets list. The table shows the following columns:

Column	Description
Code	Unique price sheet code
Name	Price sheet name
Description	Price sheet description
Priority	Evaluation order (lower number = higher priority)
Readonly	Whether the price sheet is read-only
Date Created	When the price sheet was created
Date Updated	When last modified

The default sort is by Priority (ascending).

Search and filter

Type in the Search by name field to find price sheets by name.

Click Filters to open the filter panel with additional options:

Filter	Description
Names	Filter by name values
Codes	Filter by code values
Contact Ids	Filter by assigned contact IDs
Company Ids	Filter by assigned company IDs
Customer Ids	Filter by assigned customer IDs
Priority	Filter by priority number (greater than, less than or equal)
Readonly	Filter by read-only status
Created At	Filter by creation date range
Last Modified At	Filter by modification date range

Create a price sheet

1. Click New Price Sheet in the top-right corner.
2. Fill in the general settings:

Field	Required	Description
Code	Yes	Unique identifier code
Priority	Yes	Evaluation priority (lower number = higher priority)

tip

When a customer matches multiple price sheets, the system evaluates them by priority (lower number = higher priority). Assign lower priority numbers to customer-specific contract pricing so it overrides general pricing.

| Name | Yes | Price sheet name (max 32 characters, localized) | | Description | No | Description (localized) | | Readonly | No | When enabled, the price sheet cannot be modified through the API |

3. Click Save to create the price sheet. After saving, the Discount and Users sections become available.

Add discount rules

In the Discount section, click Add discount item and choose a type:

Type	Description
Category	Creates a discount rule for an entire category
Product	Creates discount rules for selected products (pre-filled with the product's current price)
Price Group	Creates a discount rule for a price group

Edit discount details

Each discount row includes the following editable fields:

Column	Description
Value	Discount value (meaning depends on the discount type)
Discount type	Cost price plus a percentage, List price minus a percentage or Fixed amount (fixed amount is not available for categories and price groups)
Quantity from	Minimum quantity for this discount to apply
Valid from	Start date
Expires on	End date

tip

Create discount rules with Valid From and Valid To dates for time-limited promotions. After the period ends, the regular pricing applies automatically without manual cleanup.

All editable fields save automatically when you click away from the field.

Delete discount rules

Select discount items using the checkboxes and click Delete to remove them.

Assign users to a price sheet

In the Users section, assign the price sheet to specific users across four tabs.

Companies

1. Click Assign new companies to open the user picker dialog.
2. Select the companies you want to assign.
3. To remove assignments, select companies and click Unassign selected companies.

Contacts

1. Click Assign new contacts to open the user picker dialog.
2. Select the contacts you want to assign.
3. To remove assignments, select contacts and click Unassign selected contacts.

Customers

1. Click Assign new customers to open the user picker dialog.
2. Select the customers you want to assign.
3. To remove assignments, select customers and click Unassign selected customers.

User Groups

1. Click Assign new usergroups to open the value set picker.
2. Select the user groups you want to assign.
3. To remove assignments, select user groups and click Unassign selected usergroups.

Delete price sheets

1. Select one or more price sheets on the list page using the checkboxes.
2. Click Delete and confirm.

Related pages

• Create and edit a product
• Create and manage tax rates
• Create and manage surcharges