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Create a pricelist

Set up a pricelist, choose its price and articles, design its PDF and download it as PDF, Excel or CSV.

Every pricelist answers three questions: which articles, which price, and how it looks. You set the first two on the pricelist itself and the third on its layout page.

Create the pricelist

  1. Go to Articles and click Pricelists above the article list.
  2. Click New pricelist.
  3. Fill in the details:
    • Title — a name for you and your team, such as Restaurants 2026. It is not printed on the PDF.
    • Price — which price the list shows: Retail price, the price of one of your user groups, or Purchase price.
    • Currency — all prices are converted into this currency, so a list mixing articles priced in CHF and EUR still adds up.
    • Prices type — Net or Gross. This applies everywhere the pricelist appears: the PDF, the Excel file and shared links.
  5. Click Save.
url: Articles/Pricelist/Create steps: - fill: #Title|Gastro 2027 - pick: #PriceTypeKey|en=Hospitality|de=Gastronomie - click: label[for="ShowNetPricesTrue"] crop: #content h2, #content .form-wrapper The New pricelist form with the Title, Price, Currency and Prices type (Net / Gross) fields filled in.

Choose the articles

Once the pricelist is saved, the section Articles in this pricelist appears below the form.

  1. Tick the articles that belong on this pricelist. Use Select all or Deselect all to change many at once, and sort by SKU or description to find them.
  2. Click Save article selection.
url: Articles/Pricelist/Edit/a11ce000-0000-4000-8000-000000000001 steps: - script: jQuery("#grid").data("kendoGrid").dataSource.query({ filter: { logic: "and", filters: [{ field: "Description", operator: "isnotnull" }, { field: "Description", operator: "isnotempty" }, { field: "SKU", operator: "doesnotstartwith", value: "ITEST" }] }, sort: { field: "Description", dir: "asc" } }) crop: [data-help="pricelist-articles"], [data-help="pricelist-articles"] ~ div The "Articles in this pricelist" grid with some articles ticked and the Select all, Deselect all and Save article selection buttons above it.

An article can be on as many pricelists as you like.

Design the PDF

Click Layout in the pricelist's action bar. This opens Configuration → Reports → Pricelist with this pricelist already selected at the top. Here you decide:

  • whether to show the SKU and colour, and whether to leave out articles with a price of 0;
  • the colours of the header, group headers, categories, manufacturers and notes;
  • the page margins, page numbers and an optional background image;
  • how articles are grouped (by country, area, category or a custom field, with an optional second level), where pictures appear and whether they are sorted by SKU or description;
  • a footer text for each language.

Each pricelist has its own layout. A new pricelist starts with a copy of your first pricelist's layout — everything except the background image, which you upload again if you want it.

Download

On the pricelist, click PDF, Excel or CSV in the action bar. In the list of pricelists you can also use the PDF and Excel icons at the end of each row.

  • PDF follows the pricelist's layout.
  • Excel and CSV have one row per article, with the price as a number and the currency in its own column — ready to import into another system or a spreadsheet.

The file is built at the moment you download it, so it always shows your current prices.

Change or delete a pricelist

Click a pricelist's title in the list to open it again. Change the details and click Save. To remove it, click Delete in the action bar, or the bin icon in the list.

Next: Share a pricelist by link, Email a pricelist, once or on a schedule.

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