Price lists help you assign different pricing to different customers (accounts). For instance, you may have a retail and a dealer price list. Or you may have customers that have negotiated specific pricing for different products or categories of products. All of these different prices are conveniently stored in price lists in GleanView, which can be assigned at the account level or at the proposal level.
Price List Permissions
You can control which users can create/edit price lists or change a price list associated with an account or proposal.
A user with Price list permissions of View = All and Create/Edit = None will be able to view the price list associated with an account or proposal, but will not be able to change it. The user will also not be able to create new price lists or even access the price list section of GleanQuote.
Creating Price Lists
When you create new products and assign a price to the product, it is considered the standard price list. If all of your proposals and customers are quoted using the standard price list, then you do not need to create additional price lists. If not, you can create a new price list in the Price List section under Proposals
Clicking the New Price list button brings up the price list creation modal:
Name your price list and click the Create Rule button.
A rule consists of a product field filter - in this case, all products in the Special category - and a multiplier. This rule would create a price list that would multiply all of the prices of the products in the special category by 0.75.
Each price list can contain multiple rules. The rules are executed in order to create the new prices for the new price list. The order of each rule can be changed by holding the mouse button down while hovering over the grab bar lines to the right on the Order number and dragging the rule to the position desired. You can also toggle rules on or off and use the three dot menu to the right of each row to edit or delete rules. The default rule (or Last rule) defines the multiplier for the prices of any products not included in the preceding rules. Once you are finished with your rules, simply click Save List to save your price list.
You can view your price list to make sure it is correct by viewing the product list view and toggling on the price list field you wish to view from the toggle fields drop down. You can use this view to make sure your price list rules are creating the correct prices.
Editing Price Lists
A price list can be edited by clicking the three dot menu at the far right of the price list row on the main price list view. A price list can also be exported in it’s entirety by selecting the Export List option from the three dot menu. Additional options include delete and duplicate.
Assigning Price Lists
By default, all new accounts are assigned the standard price list. A user with Assign Price List permission of All can change the price list assigned to an account by editing the Account Information widget on the account overview page.
By default, all new proposals are created using the price list assigned to the account for the proposal. This can be changed during the creation of the proposal by a user with Assign Price List permission of All. It can also be changed on the proposal overview page for a proposal in draft status.
When you change a price list associated with an account, the pricing on all proposals associated with that account that are in draft status changes to the new price list.