Sales price worksheets
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets
section
2026-02-19T17:09:06+01:00
# Sales price worksheets
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About Sales price worksheet - overview
/visma-net-erp/help/customer-ledger/multiple-price-lists/sales-price-worksheets/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.
2026-02-19T17:09:06+01:00
# 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
2026-02-19T17:09:06+01:00
# 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
2026-02-19T17:09:06+01:00
# 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**.