Price List

A price list keeps a set of item rates. Use price lists to sell or buy the same items at different rates, such as wholesale and retail rates. When you select a price list on an invoice, Frappe Books takes the item rates from the list.

Turn On Price Lists

1. Click Setup > Settings in the sidebar.
2. In the General tab, turn on Enable Price List.
3. Click Save, and then click Yes to reload Frappe Books.

Price List now shows in the Common group of the sidebar. Sales invoices, sales quotes, and purchase invoices show a Price List field. If you turn off price lists later, Frappe Books takes the rates from the items again.

Create a Price List

Only a Books Manager or a System Manager can make and change price lists.

1. Click Common > Price List in the sidebar.
2. Click New.
3. Enter a Name, such as Wholesale. You cannot change it after you save.
4. Select For Sales, For Purchase, or both. For Sales is selected by default.
5. In Item Prices, click Add row. Select the Item and enter the Rate. On a phone, fill in the row in the sheet that opens, and tap Done.
6. Add a row for each item that has a price in this list.
7. Click Save.

Add only one price for each item and unit. If Enable UOM Conversion is on, you can add a price for each unit of an item, such as Unit and Box. See Inventory Settings.

Use a Price List on an Invoice

1. Open a draft sales invoice, sales quote, or purchase invoice.
2. In Price List, select the price list.
3. Add the items.

The field shows only enabled lists for that side: For Sales lists on sales documents, and For Purchase lists on purchase invoices. A return keeps the price list of its original invoice.

When you select an item, Frappe Books gets the rate in this order:

1. The price in the price list for the unit of the row.
2. The price in the price list for the unit of the item, converted to the unit of the row.
3. The Rate of the item.

For an invoice in a different currency, Frappe Books converts the rate with the exchange rate. See Multi-Currency Invoicing.

Frappe Books gets the rates again when you change the Price List, the party, the date, the currency, or the exchange rate. It also gets the rate of a row again when you change its unit. If you enter a rate in a row yourself, Frappe Books keeps it.

Pricing rules apply after the price list. A rule can replace the rate or give a discount on it. See Pricing Rule.

Use a Price List in the POS

1. Click Price list above the totals of the cart. On a phone, tap the … button in the header, and then tap Price List.
2. Select a Price List.
3. Click Apply.

Frappe Books gets the rates of the items in the cart again. To stop using the price list, click Remove price list, and then click Apply. On a phone, tap the delete button next to the field. See Point of Sale (POS).