Internal Pricing

The Price Lists view on the Product and Service Portfolio tab enables you to determine the list price in sales and service documents.

Depending on your configuration, you can create and maintain base price lists, distribution chain-specific price lists, and customer-specific price lists. We recommend that you create at least a base price list for the products and services that you sell to customers.

Business background

Pricing

Pricing is based on price master data such as price lists and discount lists, which are used to automatically calculate pricing within all business documents for sales and service processes. A predefined pricing procedure is used to determine the gross value the customer has to pay for certain products or services to be received on a certain day at a certain place. The pricing procedure consists of price components, such as list price, discounts, surcharges, freights, taxes, and costs. The order of these price components is essential for the calculation of the total value.

Tasks

Creating Price Lists

To create price lists, proceed as follows.

  1. Go to Start of the navigation pathProducts Next navigation step Price ListsEnd of the navigation path.

  2. Click New, then choose Base Price List.

  3. In the General view, enter the name, currency and valid from/to date.

  4. In the Items view, edit the price list items as required.

    1. To add new items to the price list, click Add Row or Add Multiple Item. In the new row or rows, enter the product ID, amount, and price unit. If you select several rows, you can display a list of your products. Depending on your configuration, you can use the product category number as a filter. In the resulting list, you can now select some or all products.

    2. To remove an item from the price list, select the row and click Remove.

    3. To change multiple prices by the same fixed amount or percentage, click Mass Change and follow the steps in the change prices wizard.

    4. To make the price per unit dependent on the amount purchased, select the relevant item and add rows to the Scales table. For each row, enter the number of units in the From column and the price in the Amount column. We recommend that you define at least one scale from 0 units, as this will be the base price. Normally, you define scales in descending order; for example, you could define one scale at 100 USD from 0 units, another at 95 USD from 50 units, and a third at 90 USD from 50 units.

  5. Now save and release the price list.

    1. Click Save to save the updated base price list.

    2. Click Close to return to the Price Lists subview.

    The new base price list is saved to the system and added to the list in the Price Lists subview. To open the base price list from this list, click the appropriate price list ID link.

Updating Price Lists

To update price lists, proceed as follows.

  1. In the Product and Service Portfolio work center, choose Start of the navigation pathPricing Next navigation step Price ListsEnd of the navigation path.

  2. Select the price list that you wish to update, and click Edit to open the Price List detailed view.

  3. In the General view, you can edit the validity date and description, if required.

  4. In the Items view, edit the price list items as required.

    1. To add new items to the price list, click Add Single Row or Add Multiple Rows. In the new row or rows, enter the product ID, amount, and price unit. If you select several rows, you can display a list of your products. Depending on your configuration, you can use the product category number as a filter. In the resulting list, you can now select some or all products.

    2. To remove an item from the price list, select the row and click Remove.

    3. You can change prices directly in the item table, or use the mass change function to adapt prices for multiple items. Price changes can be executed through the mass change function by a fixed amount or based on a percentage.

      To perform a mass change, click Mass Change and follow the steps in the mass change wizard.

    4. To make the price per unit dependent on the amount purchased, select the relevant item and add rows to the Scales table. For each row, enter the number of units in the From column and the price in the Amount column. We recommend that you define at least one scale from 0 units, as this will be the base price. Normally, you define scales in descending order; for example, you could define one scale at 100 USD from 0 units, another at 95 USD from 50 units, and a third at 90 USD from 50 units.

  5. Now save and release the price list.

    1. Click Save to save the updated base price list.

    2. If you want to make the price list available for use in the system, click Release. Depending on your configuration, the price list may be only partially released (unchanged items released, changed items not released) until it is approved. For items that are not released, the system shows you the released amount within a rollover text.

    3. Click Close to return to the Price Lists subview.

    The updated base price list is saved to the system and added to the list in the Price Lists subview. To open the base price list from this list, click the appropriate price list ID link.