Step 1: Accessing the Price List Configuration

Let’s begin by opening Swiftly Workspace.

From the homepage:

• Click on Configuration

• Then select Master Data Management

Once the new window appears, scroll to the ITEMS section and click on Price List.

This is where you define sets of pricing for your items — often used to handle retail vs. wholesale pricing, promotional rates, or region-specific values.

Step 2: Understanding the Purpose

Price Lists help you manage and apply multiple pricing strategies for the same items.

They’re commonly used to:

• Assign different prices to different customer groups or markets

• Reflect promotional or seasonal pricing

• Link item pricing to contract-based agreements

• Simplify sales workflows by automating correct price selection

By using price lists, your team avoids manual pricing errors and ensures that each transaction reflects the right rate.

Step 3: Creating a Price List

To create a new price list:

1. Click the “+” button in the top-right corner

2. Enter the Name of the price list (e.g., Retail Price, VIP Clients, Asia Region Pricing)

3. Example: Let’s create a price list called VIP Clients.

• This will apply special pricing for a select group of premium customers

• We’ll enable the Active toggle so it’s available right away in item pricing workflows

1. Toggle the Active setting to on if you want the price list available for selection immediately

Only active price lists can be assigned to items or appear in transaction screens such as orders, quotations, or invoices.

Click Save to complete the setup.

Step 4: Editing or Deactivating a Price List

To make changes to an existing price list:

• Click the name of the list to open its detail view

• From there, you can:

  • Rename the list

  • Toggle Active on or off depending on availability

You might deactivate a price list when an offer expires, a regional pricing model is discontinued, or a tier is merged with another group.

Click Save to update, or Save & Close to apply and exit the configuration window.

Step 5: Applying Price Lists in Item Transactions

Once configured, Price Lists can be:

• Assigned to items directly under item pricing

• Pulled into transaction forms based on customer or sales context

• Used to ensure consistent and error-free item pricing during sales and fulfillment

This keeps your pricing aligned, traceable, and ready for any customer or channel.

You’ve now successfully:

• Navigated to the Price List module under ITEMS

• Created and activated a new price list

• Edited or deactivated price lists when needed

• Learned how to apply price lists across sales and item workflows