Set up a price list

Every product has its base price. A price list sets other prices for some sales: at one branch, for your trade customers, or for customers you name, with lower prices for bigger quantities. “The till picks a customer’s own list first, then the branch list, then the base price. Quantity breaks apply from the stated quantity upwards.”

Steps

1. Open Products › Categories and pricing

   Price lists opens first. Baraka Wines and Spirits has Retail, the default list for everyone, and Trade (bars and events) for its Wholesale customers.

2. Tap New price list and name it

   Give it a name your team will recognise, such as Kilimani (Yaya Centre) shelf prices.

   Zoom

   Steps 2 to 5 on one screen.

   

3. Choose who it applies to

   In Applies to: Everyone (retail), Wholesale customers, Named customers or One branch.

4. For one branch, choose the branch

   The Branch field appears when you choose One branch.

5. Tap Save

   Kila says Price list saved. The list shows what it applies to, such as Branch: Kilimani (Yaya Centre).

6. Open the list and add a product

   Tap the list: “Prices on this list, with quantity breaks.” Search in Add a product to this list. Kila shows the product’s Base price and its cost.

7. Type the price

   In Price, VAT included, such as KES 1,100 for a bottle of Kenya Gold Cane Spirit 750ml, against KES 1,150 on its base price.

   Zoom

   Steps 7 and 8 on one screen.

   

8. Type the quantity it starts from, and tap Save

   From qty is 1 for the everyday price. Add the product again with a higher From qty, such as 12 at KES 1,050, for a quantity break. Kila says Price saved: “Kenya Gold Cane Spirit 750ml from 12.”

The list shows each price From its quantity, such as 1+ and 12+, with the Base price, the List price and how much it is Off base.

Zoom

For your customers

A list for Wholesale customers or Named customers applies to the customers who are on it. Put a customer on it from the customer’s page: tap Edit and choose the list in Price list: “Overrides list prices for this customer.” At Baraka Wines and Spirits, Kilimani Social Club and the other trade customers are on Trade (bars and events).

Tip

You can also start from a product: on its page, the Price lists tab shows every list it is on, such as Branch price for Kilimani (Yaya Centre), and Add to a price list adds it to another.

What if

A list should stop for a while

Tap Edit on the list and switch off In use: “Switched-off lists are kept but not used at the till.” The default list cannot be switched off.

A price is below the minimum margin

If the owner has set minimum margins, Kila asks Why is this price lower? before it saves the price.

Related

• Change prices in bulk: the base prices of a category or brand.
• Schedule a price change: a branch’s prices from a date.
• Add a customer: a customer’s details, including their price list.

Next: Print shelf labels with the branch’s prices.