Vendor pricelists

Where to find

Forms for working with pricelists are usually located at “Purchase” → “Operations” → “Pricelists”.

Purpose

A pricelist stores vendor prices and is used for:

• preparing purchase prices;
• filling in prices when creating purchase orders;
• recording price changes by periods.

Pricelist structure

In a pricelist, you typically specify:

• vendor;
• validity period (start/end date);
• note.

Pricelist lines

In lines, you specify:

• item;
• price;
• if needed — vendor name/SKU (if you maintain mapping).

Comments and history

The pricelist card may contain a comment feed:

• add comments to record agreements and the source of prices;
• view the date/time and author of comments.

Pricelist statuses

A pricelist usually goes through two statuses:

1. Draft — price values can be edited; the list of new pricelists is filtered to this status by default.
2. Done — the pricelist is in effect; prices become a source for substitutions into purchase orders.

The transition to “Done” is performed via the “Mark as done” action on the pricelist card.

Importing prices from an external source

If the vendor is configured with a pricelist import type (Pricelist import type), the pricelist card for this vendor shows an “Import” action:

1. In settings, create/select a pricelist import type and define its script (for example, an XLSX/CSV parser or an external-API call).
2. In the vendor card, set this import type.
3. Create a pricelist for this vendor and click “Import” — the script populates the lines automatically.

The action appears only when an import script exists for the vendor’s import type; for a pricelist moved to “Done” (read-only) the action is disabled.

Copying a pricelist

If you need to quickly create a new pricelist based on a previous one (for example, for a new period), use copying:

• a new pricelist is created;
• header fields and lines are copied;
• then you can update the validity period and adjust prices.