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Price a product for sale

The Sales module does not create the products: it reads them and it prices them. This guide browses the catalog, sets the price a product is sold at, its taxes, its reductions, its special prices per customer and its prices per point of sale.

Prerequisites

  • The SALES.PRODUCT.READ right to read the catalog, SALES.PRODUCT.WRITE to write a price
  • The product already declared in the Products module (see Products)

Steps

1. Browse the catalog

In the menu, Products › Products. The list gives, for each of them, its Name, its Category, its Nature, its Internal reference, its Bar code, its Taxes and its Pricing; Open shows its record.

Two filters narrow it: Filter, search the products and Category, which opens on Every category. The filter you set holds in the address of the page.

A product is created elsewhere

The name, the internal reference, the bar code, the packaging, the description and the category of a product belong to the Products module: the Sales module does not write them and offers neither New product nor Edit. Correct them over there, and the correction comes back down on its own. What the Sales module writes of a product is what follows.

2. Set the pricing

On the record, Pricing opens Pricing of the product. The button only shows to a profile the module lets write a product.

Pick the Pricing mode:

  • Fixed — a Fixed price, required, whatever the quantity sold;
  • a mode per tranche — the price follows the quantity, and is set by intervals;
  • a mode set while selling — the seller sets the price on the line of the document, and the screen then opens neither a fixed price nor intervals.

Add an interval opens a tranche: From, To, Price type, Price, and Untaxed where that price does not carry the taxes. Remove the interval takes it back; the intervals of a mode you leave behind are forgotten on saving.

Amounts include the taxes tells, once for the whole pricing, whether the prices you just typed carry the taxes or not.

3. Add the taxes of the product

Under the identity, pick a Tax then Add the tax. The table that follows — Name, Short name, Value — holds them all, and Remove takes one back.

Those are the taxes the module puts by default on a quotation, order or invoice line, the ones the customer is exempted from taken out.

4. Grant a reduction on the product

Reductions of the product holds for all your customers: Add a reduction asks for the Reduction, its Value type — amount or percentage — and, where you tick Apply the reduction over a period, its Start date and its End date. Edit and Remove hold every row.

A reduction granted on a whole family of products is set elsewhere: Products › Categories, then Reductions on the row of the category, opens Reductions of the category, which is filled the same way.

5. Set a special price for a customer

Special prices per customer names a Customer and an Amount: that customer will buy that product at that price, whatever the pricing says.

It is the very collection the Special prices of the customer of a customer record carries: set it from the end that suits you (see Create a customer).

6. Set a price per point of sale

Prices per point of sale names a Point of sale and an Amount: that is the price the till of that counter rings the product at. A point of sale with no row here sells at the price of the catalog.

Editing does not move

A special price and a reduction are written under the customer, the product or the category you named, and the module offers no way to move them: naming another customer while editing a special price writes a second one and leaves the first as it was. Remove, then grant anew.

What next?

Changelog

  • 1.0 (August 27, 2026): document created.