Understanding Price List

A price list is a document or database that outlines the prices of products or services offered by a business. It provides a comprehensive listing of items along with their respective prices, often organized by categories or product lines. Price lists are used by businesses to communicate pricing information to Price Lists.

 

Adding Price List

Adding a Price List in AntMyERP is easy! You just need to put in their important info into one place. Here’s what you do.

In the Product Master, enter the important pricing information for each product. This includes details such as Maximum Retail Price (MRP), Dealer Price, Special Price, and Minimum Selling Price (MSP).Once you input the pricing information for a product in the Product Master, it will automatically get reflected under the Price List section.

 

Creating Price List from the Creation Page

Navigate to the Left Menu > Settings > Masters > Products.

Click the + Icon button on the top right corner of the page.

Begin by adding all product fields details along with a price list check mark.

(Please note that this check mark of price list will appear in communications document like Quotations)

Enter all mandatory fields along with all the details of your Price List

After entering all the details, click Save.

Productivity Tool: You can add Price List from the Quick Add directly adding Product.

Note: Price List entries are added while creating, editing  Product within AntMyERP.

 

Exporting / Downloading Price List 

Navigate to Left Menu > CRM Sales > Reports > Price List 

You will lands in Price List Listing Page

Now go to the Top Right Menu > Download Price Lists> Save

All your Price Lists data will be downloaded here.

All your Price Lists are Exported from your AntMyERP to CSV. file

Note : Export / download can be done only by the users who have the permission from admin.

 

View Price Lists

Navigate to Left Menu > CRM Sales > Reports > Price List 

You will lands in Price List Listing Page

Locate the Price List in the Price register with the help of Live Search and type the Product name which you want to display price.

Now you can view the Price List whom you want to View.please follow below steps.

 

Editing Price Lists

Navigate to Left Menu > CRM Sales >Reports > Price List 

You will lands in Price List Listing Page

If you want to edit the Price list for the Product, these changes only happen by editing product master and updating prices.

Make the necessary changes to the Product will be captured in the price list automatically. 

 

Deleting Price Lists

Navigate to Left Menu > CRM Sales >Reports > Price List 

You will lands in Price List Listing Page

If you want to delete data from the Product of Price list.

Edit Product and remove all prices related details. 

Now this Product will no longer be displayed under Price List Register.

Note: If a Price List details are removed from Product master, these products no longer display under Price list register.

User Permission:

“Manage Price List Register” is the User permission applied then only the user is able to view this Report under his own log in.