Your outcome
The right customer sees the agreed price for the right visible product and selling unit.
Before you start
- The customer record and an agreed commercial rate.
- The selected product and its selling unit.
- Access to Price Lists and a customer account for the final check.
Step by step
Open or create the intended list
In Price Lists, open the list you want to use. Give it a recognisable Price list name, such as a business relationship or pricing group. Check whether the list is Active or Paused. The interface states that a paused list uses catalogue pricing.
Review product overrides
Under Product overrides, select each relevant product and review List rate, GST profile and Discount %. Compare the intended commercial terms before saving. Do not treat a catalogue rate and a list override as interchangeable values.
Choose the customers
In Assign customers, search for and select the intended customer records. Read any warning that a customer already uses another list. Saving this assignment replaces that customer’s previous price list; verify the names before continuing.
Save and reopen the list
Use the save action and reopen the list. Review Product overrides and Assigned customers together. Confirm that the change belongs to the intended business relationship.
Check the customer’s view
Open the connected customer’s permitted catalogue and inspect the same product, variant and selling unit. Compare the displayed rate with the agreement. Check product visibility separately; changing prices is not a way to hide or reveal products.
Check your result
Use this checklist as you review your work. Checks stay on this page until you leave or reload.
0 of 4 checks completed
If something differs
A product is missing
Review the supplier connection and customer product access before changing the price list.
The product is visible but the price differs
Check the list’s state, the customer assignment and the exact product override. Record the product and customer reference if the mismatch remains.
A customer moved from another list
Review the assignment warning and the saved customer list. Correct the assignment with the commercial owner rather than editing several lists at once.
Still need help? Include the task, visible error and relevant record reference when you contact support.