Price Lists and Quantity Breaks

A price list is a set of prices that applies in a context — a currency, a class of customer, a period. Items on it can have quantity breaks.

Where to find it

Architect Panel → ERP - Trading & Analytics:

Pricing — the console — resolve a price, see which rules applied
Price Lists — the lists and their scope
Price Rules — discounts applied after the list price

What scopes a list

Entity — which legal company it belongs to.
Currency — a list is priced in one currency.
Customer class — trade, retail, distributor, and so on.
Valid from and to — the period it applies for.
Priority — which list wins when more than one could apply.
Tax inclusive — whether the prices already include tax.

Set the tax-inclusive flag deliberately

It is one field and it changes every number. A retail list quoted inclusive and a trade list quoted exclusive are both normal; a list flagged wrongly produces prices out by the tax rate on every line, and the error is uniform enough to look like a pricing decision rather than a mistake.

Price lists per currency, not converted

Hold a euro list rather than converting a sterling list at today's rate. Converted prices move with the exchange rate, which means a customer's price changes daily and quoted prices cannot be honoured. A separate list is a commercial decision made once.

Quantity breaks

Each item line carries a minimum quantity, so several lines for the same item form a break structure: one from 1, one from 10, one from 100. The line with the highest minimum the order quantity satisfies is used.

A line can hold a price or a discount percentage, so a break can be expressed either as an absolute price or as a reduction from the base.

Watch the boundaries

Breaks should be strictly increasing and gap-free from 1. A structure starting at 5 leaves quantities of 1 to 4 without a price on that list, which either falls through to another list or fails — neither of which is what was intended.

Check the break points make commercial sense too: if 9 units cost more than 10, customers will notice, and it is not a good look.

Units of measure

Lines carry a unit of measure. Where you sell in more than one, price each explicitly rather than relying on conversion, so a price per case is a decision rather than a division.

Worked example

A wholesaler runs a trade list in sterling and a separate euro list. A fast-moving line is priced £4.80 from 1, £4.35 from 24 and £3.95 from 240. An order for 30 takes the £4.35 break. When a promotional euro price is agreed, only the euro list changes and no exchange rate is involved.

Recommendations

Check the tax-inclusive flag on every list you create.
Separate list per currency, never a conversion.
Start breaks at 1 and leave no gaps.
Use validity dates for seasonal pricing rather than editing prices back and forth.