Overview
A price list defines the default pricing used when creating sales orders for a customer. You can assign or update a customer’s price list at any time.
Price lists can be set:
Directly from an individual customer record, or
In bulk from the Customers list
Changes apply to future sales orders and do not affect past orders.
When to Use This
Assign or update a price list when you need to:
Apply customer-specific pricing
Update pricing for an existing customer
Change pricing for multiple customers at once
Option 1: Assign a Price List from a Customer Record
Use this option when updating a single customer.
Navigate to Sales → Customers
Select the customer
Open the Details tab
In the Pricing & sales section, locate Price list
Select the desired price list
Save changes (if required)
The selected price list becomes the default for new sales orders for this customer.
Option 2: Assign a Price List Using Bulk Actions
Use this option when updating multiple customers at once.
Navigate to Sales → Customers
Select one or more customers from the list
Click Bulk actions
Choose Edit price list
Select the price list to apply
Click Apply to Customers
The selected price list is applied to all selected customers.
Important Notes
Price lists affect new sales orders only
Existing orders are not updated
A customer can have only one assigned price list at a time
Bulk updates override existing price lists for selected customers
Best Practices
Use bulk actions for large pricing updates
Review assigned price lists before confirming new orders
Combine price lists with Customer Pricing Rules if more advanced pricing is required
Related Topics
For more information on customer pricing, see:
Customer Pricing Rules
Update a Customer
Customer Record Overview