Price lists

A price list says what each product costs, from a given date. Price lists are versioned: a published version never changes, and a new version takes over on its Effective from date. A quote uses the version in force on its date.

There are two kinds, chosen with the buttons at the top of Price lists:

  • Standard: prices every active product.
  • Reseller: a separate timeline for deals that come through a reseller. It may price only part of the catalogue.

The versions are grouped into In force today, Scheduled, Drafts and History. Only members whose role may change price lists can create, edit and publish them.

Change prices: create a new version

  1. Select Standard or Reseller, then New version.
  2. Give it a Name (for example "2027 prices").
  3. Under Start from, choose a copy of the list in force today, A copy of another list, or An empty list. Add Notes if you like.
  4. Select Create draft. Nothing changes for quotes until you publish.

On a published list you can also select New version from this list.

Edit a draft

  1. Check Name, Currency and Notes.
  2. To price a product, choose it under Add a product and select Add. On a standard list, Add the unpriced product(s) adds every active product that has no price yet.
  3. Fill in the prices: Monthly and Annual prepaid for a recurring product, One-time for a one-time product.
  4. For volume prices, use From quantity, To quantity (empty means no limit) and Add tier for the next band. Discount % is optional.
  5. Select Save draft. Discard changes drops what you have not saved; Delete draft removes the draft for good.

Publish

  1. Save the draft, then select Publish….
  2. Read Validation and fix anything it lists. A standard list must price every active product.
  3. Choose Effective from. The dialog shows today's date for your company.
  4. Read What changes: the version in force becomes Superseded and ends the day before.
  5. Select Publish.

A date before today is allowed only with Admin override: let the prices take effect before today and a Reason. The reason stays on the list and in its history.

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