You can use price lists to set up different product prices and apply them to one or more customers. You can group together customers who purchase products from you at a discounted price.

You can use special price lists to set up a different product price for a particular customer. For example, you may have a customer who pays a particular price for one product but a trade price for other products.

NOTE: Price list and special price lists are available in Sage 50 Accounts Professional. If you'd like to upgrade, simply leave your details and we'll be in touch.

For steps on how to add products to a customer price list, read our steps below.

Add products to a price list

1. Click Customers then click Price lists.
2. Select the price list you want to add products to.
3. Click Edit.
4. The following headings appear in the Products window:
   

   Product Code	The product code for any products added to the price list.
   Description	The product description for any products added to the price list.
   Calculation Method	The calculation method chosen when adding the product to the price list.
   Sales Price	The existing sales price of the product, taken from the product record.
   Cost Price	The existing cost price of the product, taken from the product record.
   List Price	This is the calculated price for this price list, this is calculated using the calculation method.
   Profit Margin%	This is the difference between the cost price and the list price expressed as a percentage. For example, if the cost price is 2.5 and the sale price is 5.0 the profit margin%= 50%.

5. To add a product click Add.
6. Select the products you want to add.
7. For the selected products, select the pricing method that will be used to calculate the price list price.
   

   TIP: You can use Preview to check the list prices. Once added the calculation and rounding method can be amended for individual products.

8. Click OK then click Save then click Close.