Price lists in Teamleader are an easy way to charge products differently depending on your customer. Read more to know more!
Price lists in Teamleader allow you to set a different pricing for a product. You then define who gets charged which price on a customer level. That way, you can easily charge loyal customers a more beneficial price.
How does it work?
First and foremost: this feature is not available by default in Teamleader. However, we can activate it for you: just send us an email via firstname.lastname@example.org. But before you get typing, read first and see if this feature is of any use for you.
Once the feature is activated for your account, you can start creating price lists via Settings > Products. Click the plus button to add a new one. You’ll ge to see the following screen:
Give your price list an easily recognizable name and select the preferred calculation method. You’ll get two or three options:
- Normal: this is your default price for a product. You can use it as a benchmark.
- Calculated from purchase price: by selecting this, Teamleader will calculate your product price based on your purchase price multiplied by a factor by your choice.
- Calculated from other price list: same principle as the previous one. Teamleader will calculate the price based on a factor by your choice, only this time starting from an earlier created price list (your default one, for example).
Ready? Click ‘Save’ to continue.
Applying your price lists
A price list always applies to a contact or company within Teamleader. It never applies to a certain product.
When you’re done creating different price lists you can assign them to certain contacts or companies. When editing one or the other, you’ll see the option ‘Price list’. Select which list applies to this customer.
If you’re creating a quotation or an invoice for this customer, the product price will be calculated using the conditions you set earlier when creating the price list.
If you do not set a specific price list to a customer, he will always be charged the default price.
Let's get specific
We’re happy to give you a more in-depth example of how to use price lists.
Let’s start by creating two price lists: one of them is our default price, while for the second one we define that the price is based on the purchase price times factor 2.
We’ll also create a new product. Let’s call it Product X and set the purchase price to € 10. We’ll also set our default price to € 15.
Next, we’ll create a quotation for customer Y, who is being charged according to our default price.
Customer Z on the other hand is being charged based on our price lists with factor times 2.
We pick the same product for both of these customers, being Product X. These are our results:
Quotation customer Y:
Quotation customer Z:
As you see, the price for customer Y is the same as the default price we’ve defined earlier. However, customer Z is being charged more, the purchase price (€ 10) times factor 2 (10*2 = € 20).
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