{"id":35420,"date":"2025-06-19T07:25:20","date_gmt":"2025-06-19T07:25:20","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=35420"},"modified":"2026-01-08T13:29:44","modified_gmt":"2026-01-08T13:29:44","slug":"change-price-list-for-a-client-in-the-pos-screen","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/change-price-list-for-a-client-in-the-pos-screen\/","title":{"rendered":"Change Price List for a Client in the POS Screen"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]To streamline your operations and offer tailored pricing, the system allows you to easily change the price list assigned to a client directly from the POS selling screen. Follow the steps below to update a client\u2019s price list.<\/p>\n<article class=\"text-token-text-primary w-full focus:outline-none scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]\" dir=\"auto\" tabindex=\"-1\" data-turn-id=\"9ed88e13-f212-4864-8824-145dbce7b98e\" data-testid=\"conversation-turn-38\" data-scroll-anchor=\"true\" data-turn=\"assistant\">\n<div class=\"text-base my-auto mx-auto pb-10 [--thread-content-margin:--spacing(4)] @[37rem]:[--thread-content-margin:--spacing(6)] @[72rem]:[--thread-content-margin:--spacing(16)] px-(--thread-content-margin)\">\n<div class=\"[--thread-content-max-width:32rem] @[34rem]:[--thread-content-max-width:40rem] @[64rem]:[--thread-content-max-width:48rem] mx-auto max-w-(--thread-content-max-width) flex-1 group\/turn-messages focus-visible:outline-hidden relative flex w-full min-w-0 flex-col agent-turn\" tabindex=\"-1\">\n<div class=\"flex max-w-full flex-col grow\">\n<div class=\"min-h-8 text-message relative flex w-full flex-col items-end gap-2 text-start break-words whitespace-normal [.text-message+&amp;]:mt-5\" dir=\"auto\" data-message-author-role=\"assistant\" data-message-id=\"dec1fac2-35fb-4838-9265-525dd628d155\" data-message-model-slug=\"gpt-5\">\n<div class=\"flex w-full flex-col gap-1 empty:hidden first:pt-[3px]\">\n<div class=\"markdown prose dark:prose-invert w-full break-words dark markdown-new-styling\">\n<p data-start=\"0\" data-end=\"177\" data-is-last-node=\"\" data-is-only-node=\"\">Before starting, make sure to activate the <strong data-start=\"44\" data-end=\"79\">\u201c<label class=\"form-label fs-8 fw-medium text-black\" for=\"SiteChangePriceList\">Change Price List When Creating Invoices<\/label><\/strong><strong data-start=\"44\" data-end=\"79\">\u201d<\/strong> setting by clicking on <strong data-start=\"103\" data-end=\"123\">\u201cSales Settings\u201d<\/strong>, then selecting <strong data-start=\"140\" data-end=\"177\" data-is-last-node=\"\">\u201cInvoicing Settings.\u201d<\/strong><\/p>\n<p data-start=\"0\" data-end=\"177\" data-is-last-node=\"\" data-is-only-node=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-44152 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-4.png\" alt=\"\" width=\"1365\" height=\"635\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-4.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-4-300x140.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-4-1024x476.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/Untitled-4-768x357.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/article>\n<p>[\/vc_column_text][vc_column_text]<\/p>\n<ol>\n<li>From the main menu, click on <strong>\u201cPOS\u201d<\/strong>, then select <strong>\u201cStart Selling\u201d<\/strong> from the dropdown menu.<\/li>\n<\/ol>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35336\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hyxsd-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>On the POS screen, click on <strong>\u201cSearch Clients\u201d<\/strong> to open the client list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-35431 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hdzgsf.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hdzgsf.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hdzgsf-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hdzgsf-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/hdzgsf-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Choose the client you want to edit from the list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35429\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/srjkhle.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/srjkhle.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/srjkhle-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/srjkhle-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/srjkhle-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p data-start=\"46\" data-end=\"272\">After selecting a client from the list, the system automatically redirects you to the product view. Click the arrow next to the client\u2019s name to display their details, including the price list currently assigned to them.<\/p>\n<p data-start=\"46\" data-end=\"272\">Click on the button &#8220;<strong>Change<\/strong>&#8221; to reassign a price list for the client.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-35445 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/fkj.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/fkj.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/fkj-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/fkj-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/fkj-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p data-start=\"63\" data-end=\"215\">Select the desired price list from the dropdown, then click &#8216;<strong>Confirm<\/strong>&#8216; to apply it.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35448\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/kjsc.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/kjsc.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/kjsc-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/kjsc-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/kjsc-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>The price list will now be successfully assigned to the client.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-35450\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/iweed.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/iweed.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/iweed-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/iweed-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/06\/iweed-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][\/vc_column][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2167],"tags":[],"class_list":["post-35420","user_manual","type-user_manual","status-publish","hentry","category-pos-screen"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Change Price List for a Client in the POS Screen - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/change-price-list-for-a-client-in-the-pos-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Change Price List for a Client in the POS Screen - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]To streamline your operations and offer tailored pricing, the system allows you to easily change the price list assigned to a client directly from the POS selling screen. 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