Conversion at the Exchange Rate¶

The pricelist can be created by automatic conversion according to the existing pricelist. For the conversion the current exchange rate will be used.

Tags¶

Tags are keywords that are useful for grouping related products together and makes it easier for your customers to find similar products. Tags can also help you to define your product. You can add new tags by entering them (separated with commas) in the field. The suggestions are displayed automatically. To add or edit a tag, click the Tag Manager button. Available tags are shared with product tags.

Products can also be tagged automatically using the pricelist. The tags you select in the pricelist detail will be added to all products in this pricelist.

Price History¶

It is possible to view the price history for the selected product. After clicking the button, it is necessary to set which price you want to display – currency, zone, customer tax category, branch a and the number of days. The price history of the product for the specified period will then be displayed. At the very bottom is the lowest price for the selected period.

Volume prices¶

Edit an existing price to add volume prices. In a new window you can click the Add button and fill in the From Quantity and Price. If the inserted quantity is in the cart, it will be applied to one unit of this product.

For more info please see the volume prices section.

Regular Pricelist¶

Regular Pricelist is a pricelist that is used on your e-shop as a definition of prices for particular products. Pricelist is always defined for a zone. For one zone you can create as many pricelists as you need. The displaying of the final product price depends on the age and activity of the pricelist.

In this pricelist you are able to insert two prices:

• Price - this is the price at which is the product sold.

• Base Price - you can add a base price - this is a recommended retail price. If you define both Price and Base Price and the Price will be lower, a discount (sale) can be displayed on the online store. Product is not sold for this price, it is used to define the sale. On the website, product is sold for the price defined in the field above and Base Price defines the price before sale.

Partner Pricelist¶

Partner Pricelist is a special pricelist type that can be used only for partners. In order to create and use this pricelist type, you need to have the Partner addon allowed on your account. If you want this, please contact our support.

This pricelist is created the same as the regular one. The difference is that you won’t set up the activity (it is active only when you assign it to an existing partner tier). When you create this pricelist, you can go to the Partner Tiers application and assign it to a partner tier.

In addition, this pricelist also has a Partner Tiers tab, where you can directly select the Partner Tiers for which the price list will apply. Special pricelists are also displayed here (these cannot be edited, because it depends on their order and it is therefore necessary to edit them directly in the Partner Tiers application).

Setting of service prices

Prices for services (delivery, payment, handling, packing boxes) for partners are defined as follows:

1. The price of the service is taken from the special partner pricelist (special pric lists are set in the Partner Tier).

2. If the price is not found in the special pricelist, the price is taken from the partner pricelists.

3. If there is no price even in the partner pricelists, the price of the service from the regular pricelist is used.

Sale Pricelist¶

Sale Pricelist is a special pricelist type that is used to define a sale price for products which price is defined in a Regular pricelist. This pricelist takes priority over Regular pricelist (if there is a product which has defined its price in both regular and sale pricelist, the price from the sale pricelist will be applied). This pricelist is mostly used in retail. For the wholesale, partners pricelists and partner sale pricelists are used.

BizBox is not checking particular product prices (for example if you insert one product into active sale pricelist and regular pricelist (both base price and price) at once). Pricelists are applied according to this order:

1. Sale Pricelist

2. Regular Pricelist

Partner Sale Pricelist¶

Partner Sale Pricelist is a special pricelist type that can be used only for partners; it is used to define a sale price for partners. In order to create and use this pricelist type, you need to have the Partner addon allowed on your account. If you want this, please contact our support.

This pricelist is created the same as the regular one. The difference is that you have to assign it to a partner tier to use its prices for partners. In addition, this pricelist also has a Partner Tiers tab, where you can directly select the Partner Tiers for which the pricelist will apply.

General Tab¶

Identification

• Name and Internal Name. Both are used only for your own and BizBox Admin purposes. Internal Name has to be unique within the Prices application.

• Description is an optional field intended for a little information about this pricelist. It is also only for your own purposes and it’s never visible to your customers.

Configuration

• Zones field defines zones (countries or regions) for which this pricelist will be used.

• Other required fields are currency and pricelist type which you have defined in the first step. You are not able to change them here.

• Gross Price flag determines if the prices you insert for products have included the value added tax (option YES). Option NO means that prices do not include the value added tax and the final price (with the tax included) will be calculated automatically according to the tax rate and rules set in the Administration module. This setting will be applied on all prices from the pricelist as a default. You will be able to change it manually for every price from the pricelist. It will be used also in the Pricelist Editor and on the Prices tab in a product edition.

• Order Amount Is Gross Price defines if the minimum and maximum order amount will be entered with (YES) or without (NO) gross price. This setting is not available for Sale Pricelists.

Validity Period

• In case you are creating a Regular Pricelist set the Validity Period settings.

• Set the Active button to YES and the pricelist becomes valid immediately. You can affect the start and end of it by date specification. If you don’t specify the activity by date, the pricelist will be valid until you set the Active button to option NO. Pricelist with Active button set to NO is always inactive.

Conversion at the Exchange Rate

Automatic conversion takes place once a day. Prices in this pricelist will be obtained from the source pricelist at the current exchange rate. Manually changed prices will be overwritten by this conversion. The Convert Prices button in the toolbar allows you to calculate the prices immediately - typically when you add a new price to the source pricelist and you want to project this change to the calculated pricelist as well. This button is available only for automatically generated pricelists.

• Convert Prices determines if the pricelist prices will be automatically calculated according to the selected exchange rate table group (option YES).

• Source Pricelist allows you to select the pricelist according to which particular prices will be calculated.

• Exchange Rate Table Group is the particular rate table that will be used for the price calculation.

• Product Tax Category defines the product tax category to which will be the products (prices) from this pricelist included. You can define a concrete product tax category or you can use product tax categories from the source pricelist.

Products in Pricelist tab¶

The second Products tab allows you to define the price (concrete number) for your products. Click thes Add button and set the price. Then select the Product Tax Category. Product Tax Category needs to be defined previously in the Administration module in the Product Tax Category application. As a default value, the highest value is selected.

For regular pricelist type, there is the Base Price field which allows you to insert a price, that should be higher than the Price. Thanks to this optional field can be a sale created.

Gross Price set to YES means that you are defining the price with value added tax. Option NO means you are defining the price without included tax. For online store purposes the final price (with the tax included) is automatically counted and your customer is able to see the price with the tax included. The value set on the General tab is used as a default.

Filter (search) and mark the products for which you want to set the price you have inserted above. Move the selected products to the column on the right side and click the Add button. Repeat this until prices for all products you want to sell are not defined.

Price Categories tab¶

This tab is only available if the Price Categories addon is enabled on your account. This tab is also only available for regular price lists.

Price Categories tab is used to define prices for concrete price categories you are using for your products. Select a particular price category, define its price, define if the VAT is included and select the tax category that is (or will be) applied to this category. To all products from this category the inserted price will be assigned.

Delivery Methods tab¶

The fourth Delivery Methods tab is intended to define prices for delivery methods that will be used for the delivery of pricelist’s products. Delivery method without defined price will not be able for selection by the customer in the checkout process. You need to define the delivery methods first, otherwise you won’t be able to set the price for it. Delivery methods are defined in the Administration module.

Here you can select the delivery service and particular method from this service. After that, the Product Tax Category and the price that will be charged to the customer in case he/she uses this method for order delivery. Gross price defines if the price is set with (option YES) or without (option NO) the tax included.

Minimal Order Amount and Maximal Order Amount define the price interval for which this method can be used. In case a customer purchases for more or less than the interval defines, the method will not be available for selection and delivery.

Costs tab allows you to define your costs for this method. Customers never see the price added here, it serves only for internal purposes (Reconciliation module, Order Costs application where you can see your costs for delivery of a particular order). You can use the Editor to create your own formula. Available parameters are:

• order.amountDue - the amount a customer has to pay

• order.totalItems - count of particular products (not its quantity) on the order

• order.totalPieces - total products quantity

• order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Price Formula tab allows you to define a dynamic price count. Click the Editor button and type in your own formula (you can use the parameters listed below the formula field) and test it (for testing the values inserted in the fields below the field will be used). If the formula is defined, it will be used preferentially for the final price count (a price the customer has to pay). Available parameters are:

• price - price of this method defined in the pricelist

• order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Payment Methods tab¶

On the Payment Methods tab you can define the payment methods that can be used for products from this pricelist. You can configure as many methods as you need. You are also able to set the restrictions of usage for added methods. They can be used only for specific payment methods or for a defined purchase amount. Payment method without defined price will be able for selection in the checkout. pricelist.

On this tab you select the payment method for which you want to set the price. The Apply for Delivery Service field is optional. In case you want to allow customers to use this payment method only in combination with a particular delivery service, you can select the service here.

You have to define the Product Tax Category and the price as well. Interval that defines the total amount for using of this payment method is optional and allows you manage the availability of use of this method.

You have to add every payment method you want to use separately, you are not able to add more of them at a time.

Minimal Order Amount and Maximal Order Amount define the price interval for which this method can be used. In case a customer purchases for more or less than the interval defines, the method will not be available for selection and delivery.

Costs tab allows you to define your costs for this method. Customers never see the price added here, it serves only for internal purposes (Reconciliation module, Order Costs application where you can see your costs for delivery of a particular order). You can use the Editor to create your own formula. Available parameters are:

• order.amountDue - the amount a customer has to pay

• order.totalItems - count of particular products (not its quantity) on the order

• order.totalPieces - total products quantity

• order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Price Formula tab allows you to define a dynamic price count. Click the Editor button and type in your own formula (you can use the parameters listed below the formula field) and test it (for testing the values inserted in the fields below the field will be used). If the formula is defined, it will be used preferentially for the final price count (a price the customer has to pay).

Handling Methods tab¶

The Handling Method tab is used in case you are using a stock for your online store. Here you can add a stock service, its handling method and price that will be calculated for usage of this stock. You can also define the price interval of usage.

Costs tab allows you to define your costs for this method. Customers never see the price added here, it serves only for internal purposes (Reconciliation module, Order Costs application where you can see your costs for delivery of a particular order). You can use the Editor to create your own formula. Available parameters are:

• order.amountDue - the amount a customer has to pay

• order.totalItems - count of particular products (not its quantity) on the order

• order.totalPieces - total products quantity

• order.totalWeight - total order weight (taken from the products’ weights defined in the Inventory tab)

Price Formula tab allows you to define a dynamic price count. Click the Editor button and type in your own formula (you can use the parameters listed below the formula field) and test it (for testing the values inserted in the fields below the field will be used). If the formula is defined, it will be used preferentially for the final price count (a price the customer has to pay).

Packing Boxes tab¶

This tab allows you to set the price for partiular packing boxes defined on a stock or stocks.

Pricelist Import Columns¶

We recommend you export a pricelist first, because thanks to that you will get a truly functional and correct pattern for import, because in an exported file are all columns correctly named.

To import a pricelist, click the Import button located in the toolbar. A new window will appear. Here you have to select the Import File Type select the file format of the file you want to import. You are able to import only XLSX and XML files - this is the same as in the export settings. Remember that the file has to be properly formatted, otherwise you are not able to import it.

Now select the file you want to import from your computer and select the type of import:

• Insert - This option will insert all products (or bundles) that are newly defined in the imported file. It means that they are not added (priced) in the original record (Target Pricelist). This option will add it to the pricelist. It affects only the products (bundles) that are not a part of the Target Pricelist but are defined in the imported file. All updated and missing products in the imported file will be ignored.

• Update - This option affects only the records that are already defined on the Target Pricelist. It affects only the products (bundles) that are defined in both imported file and in the Target Pricelist. All missing or new Products in the imported file will be ignored.

• Delete - A product (or bundle) which is not included in the imported file, but exists in the Target Pricelist, will be deleted. It affects only products that are defined in the Target Pricelist but are not part of the imported file. All new or updated rows in the imported file will be ignored.