Price Catalogs

The Price Catalogs page is used to manage the pricing structures used for invoicing. A price catalog bundles one or more price lists, and each price list contains the priced products and product groups with their prices and discounts. By assigning them to customers, locations and areas, you can control which prices apply in which context.

The page is aimed at administrators and is only available if the price catalog module is activated. The price catalogs shown are group-specific: the catalogs of the currently active main group are displayed in each case. When the active group is switched, the list is reloaded automatically.

1. Navigation and Permissions

The price catalogs are accessible via the main menu under Commercial › Price Catalogs.

Note: Access to this page requires an activated price catalog module and is restricted to administrators. Without the corresponding permission, the editing, creation and deletion functions are not available.

2. Page Layout

The page is built as a connected, cascading view. The selection in one table determines the content of the following tables:

1. Select a price catalog → shows the associated price lists.
2. Select a price list → shows the contained price list items.
3. Select a price list item → enables the item-related actions.

In addition, side assignment tables for customers, locations/POIs and areas are available, which define the validity context of a price list (see section 9).

3. Price Catalogs (Table)

The overview shows all price catalogs of the currently active main group.

Standard Columns

The search field lets you quickly find catalogs by name. Selecting a catalog row loads the associated price lists in the table below.

Creating a Price Catalog

1. Click the button to create a new price catalog.
2. In the dialog, enter the name and description. Both fields are multilingual: using the inline translation function, the texts can be stored in the available languages.
3. If needed, set the default indicator.
4. Save – the new catalog is assigned to the currently active group and appears in the list.

Editing a Price Catalog

1. Select the desired catalog in the list and open editing.
2. Adjust the name, description and the default indicator.
3. Save.

Deleting a Price Catalog

1. Mark the catalog in the list.
2. Run the delete command and confirm the security prompt.

Caution: Deleting a catalog also removes the contained price lists and items. The operation cannot be undone.

4. Price Lists (Table)

After selecting a price catalog, the price lists table shows all price lists that belong to the selected catalog and – if set – to the selected customer, location or area.

Standard Columns

Selecting a price list displays its items in the following table and enables the item-related actions.

Creating a Price List

1. Run the create command in the price lists table.
2. In the dialog, enter the name (multilingual) as well as valid from and valid until.
3. Optionally, an existing price list can be chosen as a template when creating (clone from existing list). In this case, all items of the selected list are copied into the new list, so that it is already fully pre-filled.
4. Save.

Note: To create a price list, a context must first be determined – at least a catalog and, where applicable, a customer, location or area. Only then is it unambiguous where the list applies.

Editing and Deleting a Price List

Using the corresponding commands, the name and validity period of an existing price list can be adjusted or the list, including its items, can be deleted. Deletion is final once the security prompt has been confirmed.

5. Price List Items (Table)

After selecting a price list, all priced products and product groups of the list are displayed in the items table.

Standard Columns

Available Actions

The toolbar of the items table provides several actions, whose availability depends on the current selection:

6. Creating and Editing a Price List Item

Via Add item or Edit, a dialog opens for maintaining a single item.

1. Select the product or product group via auto-completion.
2. Define the price type:
   • Fixed price: a fixed price per unit.
   • Price tier: quantity-dependent prices over several tiers.
3. Define the discount type:
   • Discount in percent: a uniform percentage.
   • Discount tier: quantity-dependent discounts over several tiers.
4. Save.

Note: When switching between fixed price and price tier, or between percentage discount and discount tier, the corresponding input fields are shown. Any tiers are taken into account when saving.

7. Adding a Product Range (Multiple Selection)

With Add product range, several products can be added to the selected price list in one step.

1. Run the action in the toolbar of the items table.
2. In the dialog, all products that are not yet contained in the selected price list are listed.
3. Mark the desired products (multiple selection).
4. Save – a new item is created for each selected product.

Note: The items created this way are initially created without a price and without a discount. Prices and discounts can subsequently be added via individual editing or bulk editing.

8. Bulk Editing and Percentage Adjustment

Bulk Editing

With bulk editing, the prices and discounts of many items of a price list can be edited in a tabular grid.

1. Run the action.
2. In the dialog, all existing items of the list are loaded into an editing grid. The columns fixed price per unit and discount in percent are directly editable; product and unit serve for orientation and are read-only.
3. Adjust the desired values directly in the grid.
4. Save – all changes are applied together.

Note: Bulk editing is only available if the selected price list already contains at least one item.

Percentage Adjustment (Adjust)

With Adjust, a percentage surcharge or deduction can be applied to the selected items.

1. Mark one or more items.
2. Run the Adjust action.
3. In the dialog, enter the desired percentage value.
4. Confirm – the percentage is applied to the prices of the selected items.

A previously applied percentage adjustment can be undone again via the corresponding option in the dialog.

9. Assignment to Customers, Locations and Areas

Side assignment tables define the context in which a price list applies. The tables are distributed across two tabs:

• Catalog tables: price catalogs and areas.
• Customer/POI tables: customers and locations (POIs).

The assignment tables serve solely for selection; they contain no editing actions of their own and each allow the selection of exactly one entry.

By selecting a customer, location or area, the reference context for the price lists is set, so that the following tables display the matching price lists and items in a cascading manner. For locations, the display can be additionally filtered via the option to restrict to customer-related entries.

10. Notes

• All price catalog data is group-specific. When the active group is switched, the tables are reloaded automatically.
• The name and description fields of catalogs and price lists can be maintained in multiple languages; the text in the currently selected display language is shown in each case.
• The cascading display means that the actions of a table only become available once a selection has been made in the parent table.