Use price lists to manage prices for different customer categories. You can include a product in multiple price lists. When issuing orders, use either the universal “base” price list or a price list that is specific for the customer or affiliate.
Personal price lists are specified in the customer’s account profile.
Note
For more information on using personal price lists in affiliate orders, see the “Special cooperation terms with affiliates” article.
Use the [Price lists] lookup to manage your price lists.
The prices for different price lists are specified in the [Prices] detail of the [Prices and availability] tab on the product page.
When issuing an order, Creatio pulls the price from the customer’s personal price list, if the corresponding price list is available. If the product price is not found in the customer’s personal price lists, Creatio pulls the price from the base price list (specified in the “Base price list” system, setting). If the base price list is not set, Creatio pulls the product price from the product page.
Set up a personal price list
1.Create a separate price list for a specific category of customers. Read more >>>
2.Add the [Price list] field to the account page. Read more >>>
3.Select a price list in the corresponding field of the customers’ account pages Read more >>>
1.Open the System Designer, e.g., by clicking 
.
2.Click the [Lookups] link in the [System setup] block.
3.Open the [Price lists] lookup –> click [Add]. Enter the price list name, e.g., “Partner VIP.”
4.Open the [Products] section. Open a product page.
5.Go to the [Prices and availability] tab –> [Prices] –> 
. The [Prodict price] page opens.
6.Select the price list in the [Price list] field.
7.Specify the product price for the selected price list in the [Price] field.
8.Click [Save].
As a result, the name of the new price list will be added to the [Prices] detail (Fig. 1).
Fig. 1 Price list displayed on a product page
Add the [Price list] field to the account page
By default, the [Price list] field is hidden on the account page. You can add this field via the Section Wizard (Fig. 2).
See the “Set up page fields” article for more about adding fields to pages, based on existing section columns.
Fig. 2 The [Price list] field displayed on the account page
Select a personal price list on the account page
1.Open the [Accounts] section.
2.Select an account and open the account page.
3.Populate the [Price list] field by selecting the new personal price list.
Note
By default, the [Price list] field is hidden on the account page. Use the Section Wizard to add the field to the record page of the [Accounts] section.
As a result, every time the account orders a product from the personal price list, Creatio will pull the product price from that price list.
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