How can I create a new Price List?

Pipeliner CRM lets you create and manage your price lists of product and services based on specific time periods. You can relate a specific product or service to each sales opportunity and generate reports based on this information using the Pipeliner “Management Reports”. You can create new Price List within the "Administration".

Create a new Price List

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on “Products & Prices”.
  3. Click on “Price Lists”.
  4. Click on the “Create” button.
  5. Enter Start and End dates.
  6. Configure the prices valid for the specified period.
  7. Click the “Save” button.

In the 11 Continuity update we have released following improvement for price list:

1) Ability to Link Multi-Currencies to a Products.

You may now insert prices with different currencies for one specific product. The currencies available are taken from your exchange currency list.

2) Price list import

To import Price list it is enough just to to go to Products & Prices>Price lists, click on the Import

Set the validity of the price list.

 

 

Select the CSV file which you would like to import and proceed with the import.

 

 

You may download a sample file for the import. To do so please select „Default Price List Mapping“ and then just download the sample file

 

You may also run an Opportunity report for the price difference in the Pipeliner

 

 To do so, it is enough just to create a Opportunity report and choose "Product Calue Difference" and/or "Products value Difference (%)" columns to display.

Note: All Pipeliner users need to synchronize in order to see the changes!
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