Report Information
The Price List report delivers a comprehensive list of sale prices and tax rates associated with selected price levels. Beyond its informative value, this report serves as a practical tool for efficient updates, allowing you to swiftly modify and align sale prices and tax rates as needed. To do this, you need Update rights to this report within your user role. (If you don't have Update rights, Click Here.)
Access the Price List report via: Reports & Analysis > Data > Price List.
The output of the report can very depending on the selected report filter options.
If required, this report can be created as a Saved Report and set up to send out periodically.
Information on report filter options
The table below summarises report filter options available for this report.
| Price Level |
Select which price levels to include. The report allows a maximum of 4 selected. |
| Saleable |
Select whether to include saleable and/or non-saleable products. |
| Product Groups |
Select which product groups to include. If left blank, all groups will be included. |
| Stock Types |
Select which product stock types to include. If left blank, all types will be included. |
| Deleted Products |
Select whether to also include products previously marked as being deleted. |
| Merchant |
For multi-merchant companies only, select which merchant to return products for. If left blank, products from all merchants will be included. (Only lists POS merchants associated with the site, unless logged into the HQ site where all merchants are listed.) |
Report Output
The report displays a table displaying pricing information for up to four price levels.
Additional information on this view
The table below summarises report filter options available for this report.
| Product |
Displays the name of the product. |
| <Price Level> |
Displays the price and tax rate against each product for the price level shown in the column header. Depending on the Price Levels selected in the report filter, up to 4 price level columns can show. |
Updating Prices
If you are assigned to a user role that has Update rights for this report, you can add and update prices and tax rates for products against price levels within the report.
Adding A New Price
If the product does not have an existing price and one needs adding:
- Select [ADD PRICE].
- In the New Price window, select:
- Price Type: Select Price. (For open price products, select: Open Price.)
- Price: Enter the unit price of the product on this price level.
- Tax Rate: Select the tax rate of the product on this price level.
- Price Excludes Tax: Select if the price excludes tax.
Updating Prices
If the product already has a price and it needs updating:
- Simply edit the price and/or tax rate in the relevant field.
- When you click/tab out of the field, the border will change to green to indicate that the price change has been saved.
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