Price lists

NOTE: Available in Sage 50 Accounts Professional only. If you'd like to upgrade, simply leave your details and we'll be in touch.

In Sage 50 Accounts there may be times when you want to sell your products or services to different groups of customers at a different price, or receive goods from a certain suppliers at a discount. You can do this with price lists, which associate products at a given price to a group of customers or a supplier. For example, you could set up a retail price list for the majority of your customers, and a trade price list for your business customers. Prices can be fixed, or related to the sales or cost price of your stock items.to set up different product prices and apply them to one or more customers

If you want to apply a different price to a specific customer, see our handy guide.

Create a customer price list

Click Products and services then click Price lists then click New.
Click Customer and enter a Name and Description for the price list.
In the Products window click Add.
Select the required products and enter the required pricing details. Find out more about the pricing method >

TIP: To select more than one product at a time, hold down CTRL.
Click OK, then in the Customers window click Add.
Select the required customers and click OK.
Select Recalculate Price List prices whenever Product prices change or Manually recalculate price list prices radio button.
Click Save then click Close and click Close.

Price List Details

Name*	The name of the price list appears here.
Description	The price list description appears here.
Type	Indicates whether the price list is associated with a customer or a supplier.
Last Updated	This shows the date the price list prices were last updated.
Currency	If you use the Foreign Trader feature you can change the currency of the price list to match the currency of your customer records.

* These details are compulsory.

Products

Product Code	The product code on the price list appears in this column.
Description	This appears automatically from the product record.
Calculation Method	When you add a product you must choose the calculation method, which appears here for each product.
Sales Price	The sales price from the product record appears here.
Cost Price	The cost price from the product record appeared here.
List Price	The price list price appears here.
Profit Margin%	This is the percentage difference between the cost price and the price list price.
Add	To add products to the price list, click this option.
Edit Price	Select a product and then click this to change the price list price.
Remove	To remove a product from the price list, select the required product record and click this option.
Import	If you want to import the product into your price list, click this option.
To Excel	To send the list or product to Microsoft Excel, click this option.

Customers

Reference	The customer account reference appears here.
Name	This appears automatically from the customer record.
Add	To add customers to the price list, click this option.
Remove	To remove customers from the price list, select the customer and click this option.

Recalculate Prices Details

Recalculate Price List prices whenever Product prices change

This automatically updates the prices on the price list when your product prices or exchange rates change. For example, if your price list price is a percentage reduction of the cost or sales price and you change this price the price list price updates automatically.

Only recalculate Price List Prices on selection of the Recalculate Prices button

Use this option to only recalculate the prices when you select Recalculate Prices.

This means if the product price or exchange rate changes, the price list price is not updated until you select this option.

Recalculate Prices

Select this option to recalculate the price list price when you select Only recalculate Price List Prices on selection of the Recalculate Prices button.

Supplier price lists >

Create a supplier price list

Click Products and services then click Price lists then click New.
Click Supplier and click the Name drop-down and selec the required supplier.
Click Save then click Add and select the required products then clic OK.

TIP: To select more than one product at a time, hold down CTRL.
In the Purchase Price column, enter the required prices.
Click Save then click Close and click Close.

Supplier Price List window

Name	The supplier's account reference. From the drop-down list you can choose a different supplier.
Description	The supplier name appears here automatically, if there is no supplier name the account reference appears.
Currency	The currency on the supplier's record.
Ex Rate	The exchange rate for the supplier's currency taken from Settings > Currencies.
Last Updated	The date the price list prices were last updated.
Product Code	The product code.
Description	The product description.
Purchase Price	This is the price list price for the product.
Add Items	To add products into the price list, click this option.
Print	To print the price list, click this option.
Import	To import the prices for the price list, click this option. Read more >
To Excel	To send the contents of the price list to Microsoft Excel, click this option.
Delete	To remove a product from the price list, select the product record then click Delete.

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