With price lists, you can offer different prices to your customers for the same products. Use this feature to adapt pricing strategies to different regions, segments, market conditions, promotions, plus many more use cases.

This article covers:

• How to create price lists
• How to add price lists to products
• How to add price lists to customer companies
• How to use price lists with opportunities
• Price lists & Fortnox integration: How it works

How to create price lists

Creating price lists is only possible if your price lists aren't synced with Fortnox

1. If you don't see Price lists in step 2, activate the CPQ or Advanced Order Logic add-on. You need to be an administrator.
2. Click Settings → CRM → Products → Price lists:
   
   
    
3. You'll see a default price list (entitled Standard). You can either click and edit this, or add a new one by clicking add Price list:
   
   
    
4. Add a price list name and code
5. Choose whether to toggle to make this the default price list (given to any company without a price list). Only an active price list can be the default. You always need one default price list: to change it, set another price list as default:
   
   
    
6. Choose Show discount to customer (the price list discount is shown in the order's discount field, for example in proposals and orders) or Don't show discount to customer (the discount is deducted from the product price):
   
   
    
7. Click Save and the price list appears in your list:
   
   
    
8. Click a price list to edit it. To deactivate a price list, open it and click Deactivate price list. The default price list can't be deactivated.

How to add price lists to products

1. Create or open an existing product
2. Click the Price list field to search for a price list for the product:

How to add price lists to customer companies

1. Open a company card
2. Click Edit:
   
   
   
    
3. Click the Price list field to set the price list:
   
   

How to use price lists with opportunities

When you create an opportunity:

• If you entered a default price list on the customer card...
  ...the price is fetched from that price list
• If you didn't enter a default price on the customer card...
  ...the price is taken from your account's default price list 

You can also change the price list using the dropdown inside the opportunity:

Price lists & Fortnox integration: How it works

Using Fortnox? Price lists and all prices are synchronised from Fortnox to Upsales. The price list you choose under Prislista in the Fortnox app settings is your default price list in Upsales.