How to Set Price List for Customer in SwilERP Software

Set Price List for Customer

How to Set Price List for Customer in SwilERP Software


In SwilERP Software, you can easily create a price list master, allowing you to set custom prices for specific customers. Users can set products or price for regular customers by using this option. With this feature, you can select customer name, products, batch details, MRP, rates, and more. Plus, you can set date ranges for the price list to be applicable. In this article, we will guide you on efficiently setting up a price list for your customers in SwilERP Software.

Start with login in SwilERP dashboard to initiate the process

  1. Go to the Masters> Customer/Vendor> Price List Master.
  2. After that, a Price List Master window will appear in the next slide.
Reference image:
SwilERP Dashboard Window

Process to Create Price List Master

  1. Select the Customer Name in the column.
  2. After that, select the Products Name from the drop list or you can create new product from here.
  3. Select the Batch Number, MRP, Rate, and "From" to "To" date range.
  4. And also you can apply filter on Products by given option.
  5. Import option is also available for importing products list.
  6. Click on the Save option.
Reference image:
Price List Window
Users can additionally include price list within the Customer Master option.
  1. After Saving, the price list master is automatically applied on customer.
  2. When you select same Customer & Product during billing, the Price List will be automatically filled.
Reference image:
Sales Invoice Window

      • Related Articles

      • Price List: Master Group, Group, Name, Code, Generic Wise

        How to view Price List: Master Group, Group, Name, Code, Generic Wise in SwilERP What is Price List? A price list is a list of prices defined for a set of items. A pricing organization can define different price lists for customers based on various ...

      • Price List Report

        How to View Price List in SwilERP A Price List is an option for users to view their products price. There is an option to see categories reports according to the requirements of the user i.e. All Products, Current Products, Different Products. In the ...

      • Create Customer Master

        Adding a New Customer in SwilERP Software Creating a customer in SwilERP software refers to adding a new customer to the system. The customer record typically includes details such as the customer's name, contact information, address, credit limit, ...

      • View Customer Point Report

        How to View Customer Points Report in SwilERP (RetailGraph) What are customer points? The primary advantage of points is that they can be used to avail discounts during shopping. Once a certain number of points are accumulated, you can redeem these ...

      • Set Series Wise Bill Format

        How to Set Series Wise Bill Format in SwilERP Software SwilERP Software empowers users to configure transaction series-specific bill formats. This feature grants control over printing formats for select invoices. While establishing transaction ...