Video Walkthrough: Creating and Applying a Price List
Watch this short video to see how to configure pricing adjustments and apply a Price List to a Sales order.
Step 1: Create a New Price List
Navigate to the Sales & Finance module on the left side panel. Click on the Price Lists tab.
Click the New Price List button in the top right corner.
Enter a name. The status defaults to Active.
Step 2: Add Items and Adjust Pricing
Select the items to include in the price list.
Select the Adjustment Type:
Choose how pricing should be calculated for the selected items:
Discount: Reduce the base price.
Markup: Increase the base price.
Fixed price: Set a specific final price.
Select the Adjustment method (for Discounts and Markups):
Percentage: (e.g., a 5% discount).
Fixed Amount: (e.g., $2.00 off).
📘 Digit Tip: Percentage and Fixed Amount methods apply only to Discounts and Markups. If you select Fixed price, enter the final item price directly.
Step 3: Assign Customers and Save
In the customer section, search for the specific custumer(e.g., "Mini-Prix Market").
Select the customer to add them to the price list.
Click Save.
Step 4: Applying Your Price List to a Sales Order
Once saved, the price list can be applied directly to a Sales order.
Navigate to the Sales Order tab
Click Create Order to start a new Sales Order.
Select the Customer assigned to the price list (e.g., Mini-Prix Market).
Locate the Applied Price List field and select the appropriate list from the dropdown menu.
Add your items to the order.
Verify the items under the Price List:
When you add items to the order, Digit checks them against the selected Price List.
Matching items automatically use the configured discount, markup, or fixed price.
Without a selected Price List, standard item pricing applies.