Multiple price lists
/visma-net-erp/help/customer-ledger/multiple-price-lists
section
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# Multiple price lists
Manage sales prices - overview
/visma-net-erp/help/customer-ledger/multiple-price-lists/manage-sales-prices-overview
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Visma Net provides the following mechanisms for maintaining sales prices:
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# Manage sales prices - overview
Visma Net provides the following mechanisms for maintaining sales prices:
Default prices
: By using this straightforward mechanism, you define and maintain a price for each individual item, manually or by using import scenarios. The default price is used for sales. You can use discounts with these prices, if needed. With this mechanism, the retention of price changes is not supported.
Price lists
: By using this mechanism, you can implement different pricing strategies. You can define a base price list, price lists that apply to a group of customers and a particular customer, promotional price lists, and prices that depend on the quantity of the product.
To avoid inconsistency, you should choose just one mechanism for maintaining prices of
stock items.
Prices defined for the same stock item by using both mechanisms are
independent and there is no synchronisation between them.
In these topics, you will read about price lists and how you can use them to easily implement any pricing strategy that will increase sales and help your company meet its changing objectives.
For details on configuration and maintenance of the default prices, see: [About default prices](/visma-net-erp/help/inventory/manage-costs/about-default-prices/).
Related pages
Concepts
About multiple price lists
/visma-net-erp/help/customer-ledger/multiple-price-lists/about-multiple-price-lists
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In Visma Net, you can maintain multiple price lists for various customer price classes and in multiple currencies, and you can update the lists any time.
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# About multiple price lists
In Visma Net, you can maintain multiple price lists for various customer price classes and in multiple currencies, and you can update the lists any time.
A price list is a list of sales prices for goods or services. The prices are expressed in a specific currency and intended for either customers of a specific customer price class or a particular customer.
You configure price lists in the Customer ledger workspace, so that even if the Inventory module is not included in your license, you can define non-stock items and maintain prices for them. The system automatically applies these prices to the non-stock items listed on an invoice when the document is being saved. If the Inventory module is enabled in your system (which means that you can configure stock items too), the system applies sales prices to stock and non-stock items on sales orders.
In this topic, you will read about price lists, price records, and rules of price application.
## Price list definition
In Visma Net, a price list is a selection of records that meet user-defined criteria. By using the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window, you define this selection criteria and get the list of records. If you want to use the obtained list of records for editing and mass-calculation of prices, you may create a sales price worksheet based on the selection, by using the **Create price worksheet** button in the window. For details about using worksheets, see [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/).
You can select prices by criteria related to the price record: type, code, stock identifier, and date. You can also select prices by criteria related to stock or item class, price class, work group, and manager responsible for pricing some of the items on the list. The stock-related settings are specified for each item on the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) or [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window.
## Price record definition
In Visma Net each price record is a combination of the price type, price code (if applicable), stock item, unit of measure, price, and currency. Each combination must be unique at any given time. For details, see [About effective period of prices](/visma-net-erp/help/customer-ledger/multiple-price-lists/about-effective-period-of-prices/).
You can create multiple price records for the same stock item by changing any component of its price record. Additionally, you may create records for promotional prices and for prices that depend on the volume of products being sold.
## Rules for automatic price selection
As you have seen in the previous example, you can define multiple prices, each with a different goal, for one stock item. When a user modifies the quantity in a sales order or an invoice, the system searches for applicable prices (that is, those that are valid at the invoice date) for each item as follows:
> [!NOTE]
> Once the system finds an applicable price, it searches no further.
1. Promotional customer-specific price
1. Customer-specific price
1. Promotional price specific to the customer price class
1. Price for the customer price class
1. Promotional base price
1. Base price
1. Default price
> [!NOTE]
> If price tiers are defined in the applicable price list, the system applies the price from the tier that applies to the item quantity.
A user can update the prices and discounts for an existing document with the **On hold** or **Balanced** status by clicking **Recalculate prices and discounts** (in the **Actions** menu in the window toolbar of the data entry window used to create the document). This option should be used if prices and discounts may have changed since the document was first entered or modified.
Related pages
Concepts
Tasks
Windows
About sales price types
/visma-net-erp/help/customer-ledger/multiple-price-lists/about-sales-price-types
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In general, by using the price list pricing mechanism, you can create sales prices of the following types:
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# About sales price types
In general, by using the price list pricing mechanism, you can create sales prices of the following types:
+ Base: Prices aimed to all customers. These prices are used if no more specific prices are defined.
+ Specific to a customer price class: Prices aimed to customers that belong to a particular price class.
+ Specific to a customer: Prices aimed to a particular customer.
+ Promotional: Prices aimed to draw customers' attention.
+ Volume-dependent: Prices that depend on the volume of products being sold.
> [!NOTE]
> A price can be of multiple types simultaneously, for example, promotional, volume-dependent, and specific to a customer.
In this topic, you will read about how you create a sales price of each listed type.
## Price types and codes
Price types and codes are used to specify the target audience of the price. Each price record you define for a stock item must be assigned a price type and code (components of a price record).
You select one of the following price types:
+ **Base**: You use this price type for prices that you want to include in a base price list. Prices from this price list are used if there are no more specific prices defined (promotional or specific to customers). This price type does not have any price codes.
+ **Customer price class**: You use this price type for prices that you want to include in a price list aimed at customers of a particular customer price class. This price type also requires a price code to be specified. The price codes are identifiers of customer price classes defined in the system.
> [!NOTE]
> You use the [Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/) window to define a customer price class or a group of customers that may be offered special prices because of their buying habits. For instance, you could define as a class those customers that buy the largest quantities and are offered the most competitive prices. By default, all customers of the same customer price class are charged the same price for the same item.
+ **Customer**: You use this price type for prices that you want to include in a price list aimed at a particular customer. This price type also requires a price code to be specified. The price codes are identifiers of customer accounts defined in the system. This price type might be needed if you have customers that have unique buying habits even among customers of the same price class, or customers who buy especially large volumes of products.
> [!NOTE]
> If you set up especially low prices for some customers or if you generally prefer to use customer-specific prices rather than configure customer-specific discounts, you can use the **Ignore line discounts if the Customer-specific price is available** option to instruct the system not to apply the line-level discounts when it applies the customer-specific prices. The option is located on the **Price/discount settings** tab of the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window.
By using the described price types and codes, you can create different price lists in the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window or the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window. You can sort price records by their type and code, and the resulting selection is a price list that applicable to a group of customers or to a particular customer.
## Promotional prices
If your company uses promotions to draw customer attention to new products or to clear some inventory, in Visma Net, you can define promotional prices or temporary prices for specific items. Such prices should have expiration dates after which they are not used. You can define promotional prices one by one by selecting the **Promotion** check box for price records and specifying expiration dates in the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window. You can also define promotional prices in bulk by using the functionality of the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
## Volume-dependent prices
If your license includes the **Volume pricing** functionality, you can enable it in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window. The prices (sales prices and purchase prices) that had been defined before the functionality has been enabled will be automatically redefined as prices for the zero-quantity tiers.
Once you have been using the functionality, you should not disable it, because enabling the functionality causes certain changes in the database that cannot be rolled back by disabling the functionality.
Consider a simple example of defining sales prices for tiers based on quantities. Your company sells an item at a base price of €100, but you want to encourage your customers to buy more of the item. If the **Volume pricing** functionality is not enabled, the same price is used, regardless of the quantity of the item being purchased.
With the functionality enabled, you can define the following quantity tiers:
+ 0 units: €100 per unit
+ 5 units: €95 per unit
+ 10 units: €80 per unit
+ 50 units: €75 per unit
By using the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window or the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window, you can add four price records for the same stock item and specify the break quantity for each price record (in the **Break qty** column) and the respective price.
The system selects the prices for items on the document lines by the item quantities and the available price tiers: If a customer buys 4 items, the total is €400 ( €100 per unit); if the customer buys 50 units, the customer total is €3750 (€75 per unit).
The process of updating tiered prices is similar to that of updating regular sales prices. Generally, for each tier, you should specify the new break quantity, the price, and the date (we recommend using the same date for all tiers of the price). You can redefine the same number of tiers or add new tiers.
Related pages
Concepts
Windows
About effective period of prices
/visma-net-erp/help/customer-ledger/multiple-price-lists/about-effective-period-of-prices
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A price is effective during some period of time.
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# About effective period of prices
A price is effective during some period of time.
In each price record, you define this period with the effective date and the expiration date; both dates are included in the effective period. The period can be open (no effective date or expiration date is specified) or closed (both dates are specified).
In this topic, you will read about how the system validates a price record (regular and promotional), both when you add it manually and when you add it by using the worksheet functionality.
## Price record validation when you add the record manually
When you add a new price record for a stock item by using the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window, the system checks whether the record overlaps in time with existing records that have the same price type, code (if applicable), and currency. If the new record duplicates an existing one, the system flags the record with an error when you attempt to save your changes, until you adjust the date range either of the new record or of an existing one.
Consider the following example: In one record, you define a base price in dollars for an stock item that is effective on 04.08.2020, with no expiration date specified. Suppose that you add for the same stock item a record with a new base price in Euros that will be effective on 06.08.2020. The system warns you that the new record duplicates the existing one and cannot be saved.
## Overlap in effective periods
To successfully save your changes, you need to close the open period of the existing price record or specify an expiration date that is before the effective period of the new record. In this example, an expiration date of 05.08.2020 is used to fix the overlap. Then you can save the new record.
## Price record validation when you add the record by worksheet
By using the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window, you can add records in bulk or mass-update records by recalculating prices. When you release a worksheet for which you have added new records or updated existing ones, the system checks whether each record overlaps in time with existing records that have the same price type, code (if applicable), and currency, but the check is done within the records of the selected worksheet. The system does not warn you that price records in the worksheet overlap in time with the sales price records; it solves any overlapping automatically.
The way the system automatically fixes overlap depends on whether the **Overwrite overlapping prices** check box is selected:
+ If it is cleared, the system automatically closes the open period of the price record with which a new record overlaps. (That is the same operation that you have to perform manually when you add the price record by using the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.)
+ If it is selected, the system removes the price records with which a new record overlaps completely and adjusts the periods of the records with which a new record overlaps partially.
Consider the following example: Two customer-specific prices are defined for an stock item. The first (€20000) price is effective from 17.08.2020 through 25.8.2020. The second (€22000) price is effective
starting on 26.8.2020.
Suppose that you want to update prices for this stock item by adding a new price, €23000, which is effective starting on 20.08.2020. The new price record overlaps partially (from 20.08.2020 through 25.8.2020) with the first one shown above and completely (from 26.08.2020 indefinitely into the future) with the second one.
Suppose that you create a worksheet with the new price record and select the **Overwrite overlapping prices** check box. When you release the worksheet, the system adjusts the effective period of the first record and overwrites the second one with the new record.
## Validation of promotional price records
Promotional price records may overlap in time with non-promotional price records. When you add records manually by using the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window, the system validates promotional price records in the same way as it validates regular prices.
When you update promotional prices by using the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window, the **Overwrite overlapping prices** check box is selected by default and cannot be cleared. That is, the system always removes price records with which a new record overlaps completely and adjusts the periods of the records with which a new record overlaps partially.
Related pages
Concepts
Tasks
Windows
About sales price calculation
/visma-net-erp/help/customer-ledger/multiple-price-lists/about-sales-price-calculation
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Pricing policy is a major factor affecting a company's total income, profit, and competitiveness.
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# About sales price calculation
Pricing policy is a major factor affecting a company's total income, profit, and competitiveness.
Companies generally set prices that cover their production costs and bring some profit, while also being low enough to motivate customers to buy more frequently and in greater quantity than they otherwise would. At times, companies pursue short-term pricing strategies for certain products.
In Visma Net, you can manually set prices on a per-record basis, or you can mass-calculate sales prices by using the price basis you specify. If your business needs to maintain prices that include a VAT, as with value-added taxes (VATs), you can configure the system to exclude the VAT from the price on sales orders if this VAT does not apply or to recalculate the VAT if a discount was applied. For details, see [About inclusive VAT support](/visma-net-erp/help/purchases/manage-defaults/about-inclusive-vat-support/).
In this topic, you will read about the price basis used to calculate prices and how to maintain VAT-inclusive prices.
## Price basis
While some companies use a cost-plus approach in calculating sales prices, others set prices to achieve specific profit goals. In Visma Net, you can use the approach that makes the most sense at a particular time.
In Visma Net, the options for the price basis can be divided into the following groups:
+ Inventory-related: A cost-plus basis (the **Last cost + mark.up %** or **Avg./std. cost + mark-up %** option) or the manufacturer's suggested retail price ( **MSRP** ). You specify values for these options by using the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window for stock items. For non-stock items only the **Avg./std. cost + mark-up %** option is applicable, and the system uses instead of the average or standard cost the current cost of a non-stock item, which is specified in the **Current cost** field in the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window.
+ Price record-related: The item's current price ( **Source price** ) or pending price ( **Pending price** ). You specify values for these options by using the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
Before you start price calculation, make sure that the option you want to use as a price basis has the correct values.
## Calculate prices
By using the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window, you can perform mass calculation of prices for all records in the selected worksheet.
> [!NOTE]
> Only pending prices can be calculated; the prices that are currently in effect cannot be modified.
To calculate the pending prices for the price records in the worksheet, you use the **Calculate pending prices** dialog box, which you invoke by clicking the **Calculate pending prices** button on the table toolbar. In the dialog box, you can select one of the following price bases, in accordance with your company's pricing policies:
+ **Last cost + mark-up %**: To calculate each pending price based on the stock item's last cost plus the mark-up percentage specified for the item.
> [!NOTE]
> The option is not applicable for non-stock items.
+ **Avg./std. cost + mark-up %**: To calculate each pending price based on the stock item's average or standard cost increased by the mark-up percentage specified for the item. In case of non-stock items, the system uses the current cost, instead of the average or standard cost.
+ **Source price**: To calculate each pending price based on the item's source price (displayed in the **Source price** column).
+ **MSRP**: To calculate each pending price based on the manufacturer's suggested retail price of the item.
+ **Pending price**: To calculate the new pending price based on the earlier pending price of the item.
If value-added (or similar) taxes are enforced for your business, you can apply a specific percentage to the basis you select to cover additional unassigned costs or to include a specific VAT.
Also, you can change the number of decimal places when you calculate pending prices. For a price list intended for end customers, you may want to set prices expressed in integers or with fewer decimal places than are used by the currency for which you calculate pending sales prices.
## Minimal mark-up validation
You can configure minimal mark-up validation for prices on the **General settings** tab of the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window. In the **Validate min. profit margin** field, you can select one of the following options:
No validation
: No mark-up validation is performed for new pending prices.
Warning
: The system will display a warning when a user enters a pending price that is below the price with the minimum mark-up.
Set to minimum
: The system will automatically set the price to the value with the minimum mark-up if a user enters a pending price below the price with the minimal mark-up.
The mark-up percentage defined for an item class in the [Item classes (IN201000)](/visma-net-erp/help/inventory/inventory-windows/item-classes-in201000/) window is used as a default value for items of the class. You can override the item class setting for a particular stock item by defining the mark-up percentage on the **Price/cost information** tab for non-stock items by using the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window, and for stock items by using the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window.
## VAT-inclusive prices
Your company may need to maintain prices that include a VAT. Such prices are typical in countries where value-added taxes are enforced. Among your company's customers may be end customers that must pay a VAT and retail customers that are exempt from paying the VAT.
To maintain price lists with taxes included and to prevent charging VAT-exempt customers, take the following steps:
+ In the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window, create a price list with the VAT amount added to prices.
+ Specify the VAT included in the prices in the **VAT** column of the same window.
+ Assign customers exempt from the VAT to a VAT zone that doesn't include this VAT, and customers that pay this VAT to a zone that includes it.
When you save a sales order created for a customer, the system creates the list of applicable taxes by using the VAT category of each item and the VAT zone of the customer. For each item on the order, the system performs checks and handles prices accordingly:
+ If the VAT included in the price applies to the line item, the price is used as-is and the VAT is processed as inclusive.
+ If the VAT included in the price does not apply to the line item, the VAT amount is excluded from the price.
Related pages
Concepts
Windows
Sales price worksheets
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets
section
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# Sales price worksheets
Click the links below to learn more about a topic you are interested in. Use the breadcrumb links in the upper left corner to see your location, navigate backwards or go to the starting point.
About Sales price worksheet - overview
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A sales price worksheet is a tool used to update sales price records in bulk.
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# About Sales price worksheet - overview
A sales price worksheet is a tool used to update sales price records in bulk.
In Visma Net, you use the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window for this purpose. You can edit records one by one or apply changes to multiple records at once. Prices defined in a worksheet become effective only when you release the worksheet.
In general, you perform the following steps to update sales prices by using the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window:
## 1. Create a worksheet
You create a new worksheet by using the **Add new record** button in the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window toolbar. Each worksheet has a reference number that the system generates according to the number series defined in the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. A worksheet is created with the **On hold** status and the **Hold** check box selected, which indicates that a user can edit the worksheet but cannot release it yet. You can edit the price records of existing worksheets that have the **On hold** or **Open** status.
Also, you can click the **Create price worksheet** button in the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window to create a worksheet that is populated with the price records you have selected in this window.
## 2. Populate a worksheet
You decide which price records you want to update and add these records to a worksheet. You can populate a worksheet by performing any of the following actions, each of which adds new records to the existing list:
+ Adding the new price records one by one, by using a standard button in the table toolbar
+ Deleting the price records one by one, by using a standard button in the table toolbar
+ Uploading price records from an Excel file, by using a standard button in the table toolbar
+ Uploading the list of items with their default price information from the Inventory workspace by using the **Add item** button in the table toolbar
+ Making a copy of existing price records by using the **Copy prices** button in the table toolbar
You can edit the added price records and then add more new price records to the worksheet, or window the list of price records first and then proceed to editing. The worksheet should have the **Hold** check box selected (which gives it the **On hold** status).
## 3. Edit price records
You can edit price records by performing any of the following actions:
+ Editing components of price records one by one, including creating tiered prices and changing a unit of measure or price type and code (if needed). Also, you can enter the new prices for the stock items in the list in the **Pending price** column.
+ Calculating the new pending prices for all price records in the worksheet by using the selected price basis. You can base sales prices in price lists on the manufacturer's suggested retail prices (MSRP), standard or average costs, mark-ups set for particular item classes or inventory price classes, or other rules. To ensure that the appropriate mark-up is achieved, you can configure the system to warn users, when they modify a sales order, that the price is lower than the required minimum mark-up percentage. For details, see [About sales price calculation](/visma-net-erp/help/customer-ledger/multiple-price-lists/about-sales-price-calculation/).
+ Making all the records in the worksheet promotional, by selecting the **Promotional** check box and specifying the expiration date in the top part of the window.
When you have finished editing price records, you should clear the **Hold** check box, which gives the worksheet the **Open** status, indicating that the worksheet is ready to be released. With this status, you still can edit price records one by one, but you cannot use mass-editing tools.
## 4. Update price records
The price records listed in the worksheet are added to the sales prices records when you release the worksheet by clicking **Release** in the window toolbar. Prices in the released worksheet become effective on the date you have specified in the **Effective date** field of the worksheet.
When you release a worksheet, the system validates records, ensuring that the following criteria are met:
+ Pending prices should be set for all records. If you do not want to update a price, delete the row from the table or specify the current price in the **Pending price** column.
+ Regular prices for the same combination of a price type, price code, item ID, UoM, and currency may not overlap in time.
+ Promotional prices for the same combination of a price type, price code, item ID, UoM, and currency may not overlap in time. Note: Promotional and regular prices for the same combination of price type, price code, item ID, unit of measure, and currency may overlap one another in time.
For details on price record validity, see [About effective period of prices](/visma-net-erp/help/customer-ledger/multiple-price-lists/about-effective-period-of-prices/).
Related pages
Concepts
Tasks
Windows
About Sales price worksheets
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/about-sales-price-worksheets
page
By using a sales price worksheet, you can make changes to your prices in a batch.
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# About Sales price worksheets
By using a sales price worksheet, you can make changes to your prices in a batch.
## Before you start
If you want to maintain your sales prices using the Sales price worksheets window, you should not use the default prices in the Non-stock items and Stock items windows.
See: [Maintain default prices for non-stock items](/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/maintain-default-prices-for-non-stock-items/) and [Maintain default prices for stock items](/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/maintain-default-prices-for-stock-items/).
You can create a worksheet with promotional prices, and set an expiration date for the promotion. You can also use a worksheet to calculate the pending prices for multiple items by using a price basis you specify yourself.
To populate a worksheet, you can manually add new rows, upload prices from an Excel or a.csv file, or use the **Add item** and **Copy prices** buttons. See: [Import data from a local file to a table](/visma-net-erp/to-be-deleted/online-help/shared-files/import-data-from-file-to-table-task/).
When you use the **Customer** or **Customer price class** price type, you must also select a **price code**.
Related pages
Concepts
Tasks
Windows
Create a sales price worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/create-a-sales-price-worksheet
section
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# Create a sales price worksheet
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. Click .
1. Write a **description** for the new sales price worksheet.
1. To add items to the worksheet, you can:
+ Click  in the table toolbar and select the **item ID** you want to add to the worksheet.
+ Click **Add item** in the table toolbar. In the **Add item to worksheet** pop-up window, you can select the desired **item IDs** and click **Add** or **Add and close**.
+ Click **Copy prices** in the table toolbar. In the pop-up window, you can select the source and destination price type of the items you want to copy to the new price worksheet, and define the effective date of the prices. Click **Copy** to copy.
+ Click  to open the **File upload** dialog box. You can locate and import local files, Excel spreadsheets (.xlsx), and.csv files. See: [Import data from a local file to a table](/visma-net-erp/to-be-deleted/online-help/shared-files/import-data-from-file-to-table-task/).
1. Click .
If you want to use promotional prices, select the **Promotional** check box and enter the promotion's **expiration date**.
Related pages
Concepts
Windows
Add records for multiple items to a worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/add-records-for-multiple-items-to-a-worksheet
section
Use this window to add price records for particular items to a worksheet by copying their default prices.
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# Add records for multiple items to a worksheet
Use this window to add price records for particular items to a worksheet by copying their default prices.
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. By using the standard functionality of the window, create a new worksheet or open an existing one.
1. In the table toolbar, click **Add item**.
1. In the **Add item to worksheet dialog box**, do the following:
1. To view the list of stock items for which you want to create price records, specify selection criteria in the Selection area. The following criteria are available:
+ **Item**: Start typing in the field, and the system displays the list of stock items that contain the string in their ID or description. Alternatively, you can select the stock item.
+ **Item class ID**: Select the ID of the class of stock or non-stock stock items that you want to add to a worksheet. Leave the field blank to add items of multiple item classes.
+ **Price class ID**: Select the item price class of the items that you want to add to a worksheet. You can leave the field blank to add items in multiple item price classes.
+ **Product manager** and **Me**: You can use these criteria as follows:
+ Select the **Me** check box to add items assigned to you.
+ Clear the **Me** check box and select a username to add items assigned to the user.
+ Leave the field blank to add items assigned to multiple users of the selected price work group or all groups.
+ **Work group** and **My**: You can use these criteria as follows:
+ Select the **My** check box to add items assigned to your price work group (or to a selected user in the group).
+ Clear the **My** check box and select a price work group in the field to add items assigned to the price work group (or to a particular price manager, if you select one, in the selected group).
+ Leave the field blank and clear the check box to add items assigned to multiple price work groups.
1. In the **Price type to add** section, do the following:
Values specified in this section will be applied to all new price records if you click **Add** or **Add and close**.
1. In the **Price type** field, select the type of the price. The following options are available:
+ **Base**: Select this price type to add base price records. Base prices are used if there are no more specific prices defined (promotional or customer-specific). For this price type, you do not need to enter a price code.
+ **Customer**: Select this price type to add customer-specific price records. For this price type, you must select a price code in the **Price code** cell. In this case, the price code is an identifier of a customer account defined in the system.
+ **Customer price class**: Select this price type to add price records specific to a price class. For this price type, you must select a price code in the **Price code** cell. In this case, the price code is an identifier of the customer price class defined in the system.
1. If you have selected *Base* in the **Price type** field, skip this step; otherwise, in the **Price code** field, select a price code.
1. In the **Currency** field, select the currency of the price. The list of available currencies is defined in the Currency management workspace.
1. In the table, select the unlabeled check boxes next to the stock items for which you want to add price records.
1. Do one of the following:
+ Click **Add** to add price records for the selected stock items and proceed with the item selection.
+ Click **Add and close** to add price records for the selected stock items and close the dialog box
+ Click **Cancel** to close the dialog box without adding price records for the selected stock items.
1. In the window toolbar, click .
Related pages
Concepts
Windows
Add a record to a worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/add-a-record-to-a-worksheet
section
On the Sales price worksheets (AR202010) window, you can add new price record to a worksheet.
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# Add a record to a worksheet
On the Sales price worksheets (AR202010) window, you can add new price record to a worksheet.
For more information: [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/).
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. By using the standard functionality of the window, create a new worksheet or open an existing one.
1. In the table, do the following:
1. Add a row. In the **Price type** column of the new row, select the type of this price, which is one of the following options:
+ **Base**: Select this price type to add a base price record. Base prices are used if there are no more specific prices defined (promotional or customer-specific). For this price type, you do not need to specify a price code.
+ **Customer**: Select this price type to add a customer-specific price record. For this price type, you must select a price code in the **Price code** column. In this case, the price code is an identifier of a customer account defined in the system.
+ **Customer price class**: Select this price type to add a price record specific to a price class. For this price type, you must select a price code in the **Price code** column. In this case, the price code is an identifier of a customer price class defined in the system.
1. If you have selected the **Base** option in the **Price type** column, skip this step; otherwise, in the **Price code** column of the row, select a price code (as described in the previous sub step).
1. In the **Item ID** column, select the identifier of the stock item you want to add the price for. When you make this selection, the system fills in the **Description** column with the description of the selected stock item. It also fills in the **Source price** column with the default price of the item.
1. In the **UoM** column, select the unit of measure in which you want to sell the stock item. The list of available units of measure for a stock item is defined in the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window for stock items (if the Inventory module is enabled) and the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window for non-stock items.
1. Optional: In the **Break qty.** column, specify the minimum quantity of the product for which this price is valid. This column is displayed if the **Volume pricing** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
1. In the **Pending price** column, specify the sales price for the selected stock item.
1. In the **Currency** column, select the currency in which the price is expressed. The list of available currencies is defined in the Currency management
1. Optional: In the **VAT** column, select the VAT whose amount is included in the sales price.
1. In the window toolbar, click .
Related pages
Concepts
Windows
Copy prices to a worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/copy-prices-to-a-worksheet
section
You can use the Sales price worksheets (AR202010) window to copy to a worksheet the price records of items that meet particular criteria.
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# Copy prices to a worksheet
You can use the Sales price worksheets (AR202010) window to copy to a worksheet the price records of items that meet particular criteria.
For more information: [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/).
You can use the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window to copy to a
worksheet the price records of items that meet particular criteria.
For the copied
price records, you can change the currency, price type, and code.
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. By using the standard functionality of this window, create a new worksheet or open an existing one. For details, see: [Create a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/create-a-worksheet/).
1. Click **Copy prices** in the table toolbar.
1. In the **Copy prices dialog box** that is brought up, do the following:
1. In the **Source** area of the dialog box, specify the selection criteria the system uses to window the list of stock items for which you want to copy price records:
+ In the **Price type** field, select one of the following options as the type of the price records to be copied:
+ **Base**: To copy base price records. For this price type, you do not need to specify a price code.
+ **Customer**: To copy customer-specific price records. For this price type, you must select a price code in the **Price code** field. In this case, the price codes are the identifiers of the customer accounts defined in the system.
+ **Customer price class**: To copy price records specific to a price class. For this price type, you must select a price code in the **Price code** field. In this case, the price codes are the identifiers of the customer price classes defined in the system.
+ If you have selected **Base** in the **Price type** field, skip this step; otherwise, in the **Price code** field, select a price code, as described above.
+ In the **Source currency** field, select the currency of the price records to be copied.
+ In the **Effective as of** field, select the date that the effective date of the item prices should match.
+ Optional: Select the **Promotional prices** check box if you want to copy promotional price records.
1. In the **Destination** area, do the following:
The values specified in this area will be applied to all new price records when you copy the prices.
1. In the **Price type** field, select the type of the price, which is one of the following options:
+ **Base**: To add base price records. Base prices are used if there are no more specific prices defined (promotional or customer-specific). For this price type, you don't need to specify a price code.
+ **Customer**: To add customer-specific price records. For this price type, you must select a price code in the **Price code** field. In this case, the price codes are the identifiers of the customer accounts defined in the system.
+ **Customer price class**: To add price records specific to a price class. For this price type, you must select a price code in the **Price code** field. In this case, the price codes are the identifiers of the customer price classes defined in the system.
1. If you have selected **Base** in the **Price type** field, skip this step; otherwise, in the **Price code** field, select a price code, as described above.
1. In the **Destination currency** field, select the currency of the price.
1. If the **Source currency** and **Destination currency** values differ, in the **Currency conversion** area, do the following:
+ In the **Rate type** field, select the rate type to be used for currency conversion.
+ In the **Currency effective date** field, select the date when the exchange rate for the destination currency becomes effective.
1. Do one of the following:
+ Click **Copy** to add to the worksheet the copied price records with the new values and close the dialog box.
+ Click **Cancel** to close the dialog box without adding price records.
1. In the window toolbar, click .
Related pages
Concepts
Windows
Add promotional prices
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/add-promotional-prices
section
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# Add promotional prices
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. By using the functionality of this window, create a new worksheet or open an existing one. For details, see: [Create a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/create-a-worksheet/).
1. Populate the worksheet with the price records you want to make promotional by using any of the following procedures:
+ [Add a record to a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/add-a-record-to-a-worksheet/)
+ [Add records for multiple items to a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/add-records-for-multiple-items-to-a-worksheet/)
+ [Copy prices to a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/copy-prices-to-a-worksheet/)
1. Update prices with the values that are becoming promotional, by specifying their values in the **Pending price** column for each record or by following the [Calculate pending prices in a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/calculate-pending-prices-in-a-worksheet/) procedure.
1. Select the **Promotional** check box to mark all price records in the worksheet as promotional.
1. In the **Effective date** field, select the date when the defined prices should become effective. For details, see: [About effective period of prices](/visma-net-erp/help/customer-ledger/multiple-price-lists/about-effective-period-of-prices/).
1. In the **Expiration date** field, select the date when the defined prices expires.
1. In the window toolbar, click .
You can release the worksheet to make defined promotional prices effective.
Related pages
Concepts
Windows
Calculate pending prices in a worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/calculate-pending-prices-in-a-worksheet
section
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# Calculate pending prices in a worksheet
## Before you start
Be sure that you have a populated worksheet with the **Hold** status that includes the records for which you want to calculate prices, and that this list of price records meets your requirements.
Also, make sure that the options you want to use as a price basis have the correct values.
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. By using the standard functionality of this window, create a new worksheet and populate it with the price records or open an existing worksheet. For details, see: [Create a worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/create-a-worksheet/).
1. Click the **Calculate pending prices** button in the table toolbar.
1. In the **Calculate pending prices dialog box** that is brought up, do the following:
1. In the **Price adjustment** area of the dialog box, specify the price increase or decrease as a percentage of the basis. Do the following:
+ In the **% of original price** field, enter the percentage at which the new pending prices will be calculated by using the selected price basis.
+ In the **Decimal places** field, type the number of places after the decimal point that will be shown for prices.
+ Select the **Update with zero price when basis is zero** check box if you want the pending price parameter of the price record to be updated with the value zero if the selected price basis for this record is zero.
1. In the **Price basis** area, specify the basis for calculating new pending prices by selecting one of the following options:
+ **Last cost + mark-up %**: Select this option if you want to calculate prices based on the stock items' last costs increased by the mark-up percentage specified for the items.
> [!NOTE]
> The option is not applicable for non-stock items.
+ **Average/standard cost + mark-up %**: Select this option if you want to calculate prices based on the stock items' average/standard costs increased by the mark-up percentage specified for the items. In case of non-stock items, the system uses the current cost, instead of the average or standard cost.
+ **Source price**: Select this option if you want to calculate prices based on the item's source price (displayed in the **Source price** column).
+ **MSRP**: Select this option if you want to calculate prices based on the manufacturer's suggested retail price.
+ **Pending price**: Select this option if you want to recalculate pending prices based on currently pending prices.
+ **Replacement cost**: An option that you select to calculate pending prices based on the item's replacement cost.
1. Do one of the following:
+ Click **Update** to update the pending prices with the new values.
+ Click **Cancel** to close the dialog box without updating price records.
1. In the window toolbar, click .
After you have updated the price records with the new pending prices, you can release the worksheet to make effective the pending prices of the items.
Related pages
Concepts
Windows
Calculate pending prices for items
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/calculate-pending-prices-for-items
page
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# Calculate pending prices for items
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. In the **Reference no.** field, select the price list for which you want to calculate pending prices.
1. In the **Effective date** field, enter a date from which the pending prices will be effective. It's automatically set to today's date.
1. Optional: When you select the option **Overwrite overlapping prices**, the prices whose effective dates overlap with the effective dates of the worksheet will be overwritten by the prices in the worksheet.
1. Click **Calculate pending prices**.
1. In the pop-up window, select the percentage of the price adjustment in the **% of original price** field. For example: if you want to raise the prices by 10%, enter 110.
1. Select the **price basis** of the adjustment.
1. Click **Update**.
1. Deselect the **Hold** check box.
1. Click **Release**.
The pending prices will become effective on the date you entered in the **Effective date** field.
> [!NOTE]
> If you want to use promotional prices, select the **Promotional** check box and enter the promotion's **expiration date**.
Price list maintenance
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance
section
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# Price list maintenance
About Sales prices
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/about-sales-prices
page
In the Sales prices (AR202000) window, you can maintain and review the sales prices for your non-stock items.
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# About Sales prices
In the Sales prices (AR202000) window, you can maintain and review the sales prices for your non-stock items.
For more information: [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/).
If you are using the Inventory module, you can also maintain your stock items. In addition, you can maintain your customer-specific or customer price class-specific prices.
The built-in **BASE** class is used for all customers that are not assigned to any specific price class.
For more information on how to use customer price classes, see [Add a customer price class](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/add-a-customer-price-class/).
The changes you make in this window will become effective immediately: you are not able to retain a price history.
If the option **Always calculate the price from the base currency** in the Customer ledger preferences window is selected, the price in any foreign currency is calculated based on the price expressed in the base currency.
## Manage sales prices
Visma Net provides the following mechanisms for sales prices management:
1. **Default prices**: Define and maintain the default sales price for each individual item in the Non-stock items or Stock items windows. See: [Maintain default prices for non-stock items](/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/maintain-default-prices-for-non-stock-items/) and [Maintain default prices for stock items](/visma-net-erp/help/inventory/manage-stock-and-non-stock-items/maintain-default-prices-for-stock-items/). You can use discounts with these prices.
1. **Sales prices**: Implement different pricing strategies. You can define a base price list, price lists that applies to a customer class or a particular customer, promotional price lists, and prices that depend on the quantity of the product. See: [Maintain and review sales prices](/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/maintain-and-review-sales-prices/).
1. **Sales price worksheets**: Use the list of records created in the Sales prices window to edit and mass-calculate prices with Sales price worksheets. See: [Create a sales price worksheet](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/create-a-sales-price-worksheet/). You can edit records one by one, or to apply changes to multiple the records at once. You can also calculate pending prices for your items. See: [Calculate pending prices for items](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/calculate-pending-prices-for-items/).
If you are using Sales prices and/or Sales price worksheets to maintain your sales prices, do not use the default prices, and vice versa.
Related pages
Tasks
Windows
Add a price record
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/add-a-price-record
section
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# Add a price record
1. Go to the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
1. In the table, do the following:
1. Add a row. In the **Price type** column of the new row, select one of the following price types:
+ **Base**: A base price record. Base prices are used if there are no more specific prices defined (promotional or customer-specific). You do not need to specify a price code for this price type.
+ **Customer**: A customer-specific price record. For this price type, you must select a price code in the **Price code** column. In this case, the price code should be an ID of a customer account defined in the system.
+ **Customer price class**: A price record specific to a price class. For this price type, you must select a price code. In this case, the price code should be an ID of a customer price class defined in the system.
1. If you have selected the **Base** option in the **Price type** column, skip this step; otherwise, in the **Price code** column of the row, select a price code.
1. In the **Item ID** column, select the ID of the item you want to add a price for. The **Description** column is filled in by default with the description of the selected item.
1. In the **UoM** column, select the unit of measure in which you want to sell the item. The list of available units of measure for an item is defined by using the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window for stock items (if the Inventory module is enabled). For non-stock items, the units of measure are defined in the [Non-stock items (IN202000)](/visma-net-erp/help/inventory/inventory-windows/non-stock-items-in202000/) window.
1. Optional: In the **Promotion** column, if you want to mark the price record as promotional, select the check box.
1. Optional: In the **Break quantity** column, specify the minimum quantity of the product for which the price is valid. This column is displayed if the **Volume pricing** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
1. In the **Price** column, specify the sales price for the selected stock item.
1. In the **Currency** column, select the currency in which the price should be expressed. The list of available currencies is defined in the Currency management workspace.
1. In the **Effective date** column, select the date when the defined price becomes effective. For details, see: [About effective period of prices](/visma-net-erp/help/customer-ledger/multiple-price-lists/about-effective-period-of-prices/).
1. Optional: In the **Expiration date** column, select the date when the defined price expires.
1. In the window toolbar, click .
Related pages
Concepts
Tasks
Windows
Create a worksheet
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/create-a-worksheet
section
You can create a sales price worksheet in two different ways:
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# Create a worksheet
You can create a sales price worksheet in two different ways:
+ To create a new worksheet that is populated with the price records you have selected, you use the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
+ To create a new empty worksheet to be populated, you use the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
## Create a populated worksheet
1. Go to the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
1. In the Selection area of the window, specify the criteria that the price records to be listed should meet. We recommend that you specify the date for which you want to get the price records in the **Effective as of** field. The database may contain price records that differ only by price and date. When you try to create a worksheet, the system will force you to specify the date for which you want to get price records if the resulting list of records contains such similar records.
1. If needed, adjust the resulting list of price records by deleting or adding particular records.
1. In the window toolbar, click the **Create price worksheet** button. This brings up the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window, where you can continue working with a price worksheet containing all prices matching the criteria that you have selected in the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window. By default, the new worksheet has the **On hold** status and the current business date.
## Create an empty worksheet
1. Go to the [Sales price worksheets (AR202010)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-price-worksheets-ar202010/) window.
1. Click  in the window toolbar.
1. Optional: In the **Reference no** field, specify the ID. If the field contains the `` placeholder, it means that the system will automatically generate a new number when you save the worksheet.
1. Optional: In the **Description** field, type the description of the new worksheet.
1. In the window toolbar, click . The new worksheet has the **On hold** status and the current business date, which can be changed any time.
Related pages
Concepts
Tasks
Windows
Add a customer price class
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/add-a-customer-price-class
section
2026-02-19T17:09:06+01:00
# Add a customer price class
## Before you start
Customer classes group customers by the price level that is offered to them. If you do not create price classes, all customers are assigned to the BASE price class.
1. Go to the [Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/) window.
1. Click  to add a new row.
1. Enter a unique identifier for the price class. You can use up to 10 characters, both letters and numbers.
1. Enter a detailed description of the class. You can use up to 50 characters, both letters and numbers.
1. In the **Sort order** column, enter a number that will represent the order in which the class will be displayed on reports.
> [!NOTE]
> The price class with the lowest value will be displayed in the first row of the price classes table in the [Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/) window.
1. Click .
Related pages
Tasks
Windows
Edit or delete a customer price class
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/edit-or-delete-a-customer-price-class
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2026-02-19T17:09:06+01:00
# Edit or delete a customer price class
1. Go to the [Customer price classes (AR208000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-price-classes-ar208000/) window.
1. Select a row that you want to edit.
1. To edit a price class, double-click in the columns you want to change.
1. Make your changes.
1. Click .
To delete a row, select it, click  and then .
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Tasks
Windows
Maintain and review sales prices
/visma-net-erp/help/customer-ledger/multiple-price-lists/price-list-maintenance/maintain-and-review-sales-prices
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2026-02-19T17:09:06+01:00
# Maintain and review sales prices
1. Go to the [Sales prices (AR202000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-prices-ar202000/) window.
1. Go to the drop-down list, and select the **price type** you want to review the sales price information for.
1. Use the other fields to filter your item list.
> [!NOTE]
> If you leave them empty, you will get a list with the sales prices of the selected type for all items.
1. Optional: In the **Item class** field, select the item class for which you want to review sales price information. You can also click **Me** to filter on the prices you have entered as a price manager, or **My** to filter on the price work groups you belong to.
1. Manually define new prices for the items you wish to edit.
1. Click  in the table toolbar, to add a new item.
1. Fill in the information for the item.
1. Optional: You can define promotional prices by selecting the **Promotion** check box for the desired items. Enter the promotional price in the **Price** field and the period of the promotion in the **Effective date** and **Expiration date** fields.
1. Click .
> [!NOTE]
> To add the items and their prices to a price list, click **Create price worksheets**. This will open the Sales price worksheets window. For more information, see [About Sales price worksheets](/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/about-sales-price-worksheets/).
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