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How to use the pricelist feature?
How to use the pricelist feature?
Sharvari Joshi avatar
Written by Sharvari Joshi
Updated over a week ago

Using the pricelist feature in FF Inventory allows you to manage pricing for products and customers effectively. By creating and assigning pricelists, you can ensure that your billing and invoicing accurately reflect the pricing strategy of your business. Here's a step-by-step guide on how to use the pricelist feature in FF Inventory:

  1. Create Pricelists in FF Inventory:

    • Note: Before adding pricelists to products or customers, you must first create pricelists in FF Inventory. You can create pricelists in Settings >> Product Setup.

  2. Add Pricelist to Products:

    • Access Product/Service: Click on "Product/Service" in the Manage Inventory section.


    • Select Product: Choose the product for which you want to add a pricelist.


    • Choose Product Variant: Click on the specific variant you want to assign pricelists to.


    • Navigate to the Pricelists Tab: Click on the "Pricelists" tab within the product's details.


    • Assign New Pricelist: Click on "Assign New Pricelist" and select the pricelists you wish to assign to that product.


    • Update Product: After selecting the pricelists, click on the "Update" button.


    • Note: Multiple pricelists can be assigned to a single product.

  3. Assign Pricelist to Customers:

    • Go to CRM: Navigate to Manage CRM >> Customers.

    • Edit Customer: Select the customer to whom you want to add the pricelist and click to edit their details.

    • Select Pricelist: Choose the appropriate pricelist from the options shown.

    • Finalize Changes: Click on the "Update" button to apply the pricelist to the customer.

    • Note: Only one pricelist can be assigned per customer.


  4. Billing Impact:

    • Reflect on Customer Billing: The assigned pricelist will reflect in the customer's bill or invoice, ensuring that they are billed according to the specified pricing strategy.

By effectively using the pricelist feature in FF Inventory, you can manage your product pricing and customer-specific pricing strategies efficiently. This feature is particularly useful for businesses that have diverse customer bases or offer various pricing tiers based on product types, customer categories, or other criteria. Accurate and flexible pricing management is key to maintaining competitive edge and customer satisfaction.

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