Price Lists

Price lists are collections of products with associated pricing information. Each price list includes a price for each product, a start date, and an optional end date. Price lists serve an important role in determining product pricing when not explicitly specified by a subscription template.

Overview

Price lists provide a flexible way to manage pricing for products across different time periods. When multiple price lists are applicable for a product, the system always selects the cheapest price available for the customer.

Key characteristics of price lists:

• Each price list has a name, start date, and optional end date
• Individual product prices are added to price lists
• The system automatically selects the lowest available price when multiple options exist

Managing Price Lists in Dynamics 365

Creating a Price List

To create a new price list :

Dynamics 365

1. Navigate to the Admin section
2. Select Pricelists
3. Click the + New button on the menubar
4. Provide the following information:
   • Name
   • Start Date
   • End Date (optional)
   • Description (optional)
5. Click Save

Adding Products to a Price List

To add product prices to an existing price list:

Dynamics 365

1. Navigate to the Admin section
2. Select Pricelists
3. Select the relevant price list
4. In the Products section, click the + New Price List Item button from the menu bar
5. Provide the following information:
   • Name
   • Product (select from dropdown)
   • Price (Ex. VAT)
6. Click Save

Best Practices

• Create price lists with clear time boundaries to manage pricing changes
• Use descriptive names that indicate the purpose or timeframe of the price list
• Review active price lists periodically to ensure they reflect current pricing strategies
• Create a price list per financial year. Leave the end date empty until new prices have been confirmed, then set the end date for the current financial year and create a new price list for the new financial year with the new prices.

For more information about product management, see the Products documentation.