{"id":6101,"date":"2023-03-05T10:51:12","date_gmt":"2023-03-05T10:51:12","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d9%82%d8%a7%d8%a6%d9%85%d8%a9-%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1-%d8%a7%d9%84%d8%ac%d9%85%d9%84%d8%a9-%d9%88%d8%a7%d9%84%d8%aa%d8%ac%d8%b2%d8%a6%d8%a9\/"},"modified":"2026-04-09T06:39:26","modified_gmt":"2026-04-09T06:39:26","slug":"wholesale-and-retail-price-list","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/wholesale-and-retail-price-list\/","title":{"rendered":"How to Create a Wholesale and Retail Price List"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]It is essential for you to know how to create a custom price list. If your project requires you to sell your products at wholesale prices, it is possible that you may need to sell these products or some of them at retail prices. Conversely, the opposite is true; the base selling price of your products may be the retail price, but you may still need to sell your products at wholesale prices.<\/p>\n<p>To do this, it is necessary to learn <strong>how to create a price<\/strong> <strong>list for both wholesale and retail sales<\/strong>. This is the subject of this article, where we will focus on creating a &#8216;<strong>wholesale price list<\/strong>,&#8217; assuming that our base selling price is the retail price.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;How to Create a New Price List&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1738136157599{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]To create a new price list in the system, click on <strong>&#8216;Inventory&#8217;<\/strong> from the main menu, select <strong>&#8216;Price List<\/strong>,&#8217; and then click on the green button at the top of the panel that says, <strong>&#8216;New Price List<\/strong>.'&#8221;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43314 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-1-1.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-1-1.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-1-1-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-1-1-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-1-1-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Once the new price list panel appears, you will be required to add the &#8216;<strong>Name<\/strong>&#8216; and &#8216;<strong>Status<\/strong>.&#8217; In this case, let it be a wholesale price list with the status set to &#8216;<strong>Active<\/strong>.&#8217; Then, click on the &#8216;<strong>Save<\/strong>&#8216; button at the top right of the page.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28493 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8844.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8844.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8844-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8844-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8844-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<p>After clicking &#8216;<strong>Save<\/strong>,&#8217; you will see the control panel for the price list to add products to it. Here, it&#8217;s important to note that there are two ways to add products to the price list in the system:<\/p>\n<ul>\n<li>The first method: Adding products to the price list manually.<\/li>\n<li>The second method: Importing products into the price list.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Add Items to The Price List Manually&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1696785510438{background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]We will now apply to the &#8216;<strong>wholesale price list<\/strong>&#8216; that we created together and add products to it manually using the following steps:<\/p>\n<p>From the control panel of the price list, click on &#8216;<strong>Add Item<\/strong>\u2019.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28495 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/11223344.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/11223344.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/11223344-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/11223344-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/11223344-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<p>We now select the &#8216;<strong>Item<\/strong>,&#8217; which is the product we want to add to the price list. Of course, if the product is not in your inventory, it will not appear among the displayed products.<\/p>\n<p>In the &#8216;<strong>Selling Price<\/strong>&#8216; field, the retail price for this product will automatically appear. Then, we adjust it to the wholesale price to save it with the new price in the wholesale price list.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28499 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8574.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8574.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8574-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8574-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/8574-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<p>In our practical example of creating a wholesale price list, we have added the following products: mobile and smart watch.<\/p>\n<p>Now, click on &#8216;<strong>Save and Continue<\/strong>,&#8217; and you will see the control panel for the price list with the data of the products listed in it.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28501 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/7442.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/7442.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/7442-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/7442-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/7442-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<p>By doing so, we have successfully added the items manually to the price list, and we can add an infinite number of items.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Importing Products Into The Price List&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1696792100683{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p data-start=\"0\" data-end=\"109\">The second method for adding products to a price list is by importing them from a file saved in CSV format.<\/p>\n<p data-start=\"111\" data-end=\"389\">This feature allows you to add and update product prices for each price list independently. You can upload a different file for each list (such as wholesale, retail, or promotional prices), giving you greater flexibility in managing multiple price lists for the same products.<\/p>\n<p data-start=\"391\" data-end=\"576\" data-is-last-node=\"\" data-is-only-node=\"\">If you want to import products other than those you have previously added manually, you must first prepare an Excel file (as shown in the example on the page) consisting of two columns:<\/p>\n<p><strong>The first column: Items<\/strong> &#8211; When adding items, it&#8217;s important to ensure that they already exist in our inventory, and you should write the names of these items in the file exactly as they appear in the program to enable proper recognition. It&#8217;s preferable to use the product code instead of the name to avoid any potential issues.<\/p>\n<ul>\n<li><strong>The second column: Prices<\/strong> &#8211; Here, we add the wholesale prices for each item in this list.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28506 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/55447.png\" alt=\"\" width=\"1027\" height=\"507\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/55447.png 1027w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/55447-300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/55447-1024x506.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/55447-768x379.png 768w\" sizes=\"auto, (max-width: 1027px) 100vw, 1027px\" \/><\/p>\n<p>Then, save the file in CSV format as illustrated in the following image:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28508 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/44543.png\" alt=\"\" width=\"1366\" height=\"714\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/44543.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/44543-300x157.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/44543-1024x535.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/44543-768x401.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Now, let&#8217;s go back to the control panel of the wholesale price list and click on &#8216;<strong>Import<\/strong>&#8216;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28504 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/0099.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/0099.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/0099-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/0099-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/0099-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>We will now proceed to the &#8216;<strong>Import Options<\/strong>&#8216; step, where we will select the &#8216;Product file&#8217; that we prepared and saved in CSV format. We will also choose one of the three supported separators by the system. Then, click the &#8216;<strong>Next Step<\/strong>&#8216; button at the top right of the page.&#8221;<\/p>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28517 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/12321.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/12321.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/12321-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/12321-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/12321-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<div class=\"group w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-49\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 gizmo:w-full md:gap-3 lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>The next step is to &#8216;<strong>Field Mapping<\/strong>,&#8217; where we will select the column containing the items and the column containing the prices so that the program can read the file correctly. Then, click the &#8216;<strong>Import<\/strong>&#8216; button at the top right of the page.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28510 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/3674.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/3674.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/3674-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/3674-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/3674-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<div class=\"group w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-51\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 gizmo:w-full md:gap-3 lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>By doing so, we have successfully added the items to the price list, and you will receive a message saying, &#8216;<strong>Thank you, the file has been imported successfully<\/strong>&#8220;.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-28512 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/665544.png\" alt=\"\" width=\"1199\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/665544.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/665544-300x150.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/665544-1024x512.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/665544-768x384.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/><\/p>\n<div class=\"group w-full text-token-text-primary border-b border-black\/10 gizmo:border-0 dark:border-gray-900\/50 gizmo:dark:border-0 bg-gray-50 gizmo:bg-transparent dark:bg-[#444654] gizmo:dark:bg-transparent\" data-testid=\"conversation-turn-53\">\n<div class=\"p-4 justify-center text-base md:gap-6 md:py-6 m-auto\">\n<div class=\"flex flex-1 gap-4 text-base mx-auto md:gap-6 gizmo:gap-3 gizmo:md:px-5 gizmo:lg:px-1 gizmo:xl:px-5 md:max-w-2xl lg:max-w-[38rem] gizmo:md:max-w-3xl gizmo:lg:max-w-[40rem] gizmo:xl:max-w-[48rem] xl:max-w-3xl }\">\n<div class=\"relative flex w-[calc(100%-50px)] flex-col gap-1 gizmo:w-full md:gap-3 lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex flex-grow flex-col gap-3 max-w-full\">\n<div class=\"min-h-[20px] flex flex-col items-start gap-3 whitespace-pre-wrap break-words overflow-x-auto\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>In order to verify that the imported items have been added, you can return to the control panel of the wholesale price list and see the imported items.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43316 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-Items-.png\" alt=\"\" width=\"1366\" height=\"565\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-Items-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-Items--300x124.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-Items--1024x424.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/03\/Price-List-Items--768x318.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<div class=\"post-inner-content\">\n<div class=\"entry-content\">\n<p>The software also offers additional features for price lists. You can export a price list for private sending to one of your clients, duplicate the price list, and save it in PDF format.<\/p>\n<p>In the next article, we will explore how to use price lists when creating invoices and how to customize a group of clients with a specific price list.<\/p>\n<\/div>\n<footer class=\"entry-meta\"><\/footer>\n<\/div>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":16,"template":"","categories":[2149,2036,2155,2177,2186],"tags":[4253,3927,4251,4252,4244,4245],"class_list":["post-6101","user_manual","type-user_manual","status-publish","hentry","category-invoices-and-estimates","category-sales","category-sales-invoice","category-inventory","category-price-lists","tag-create-price-list","tag-price-list","tag-retail-price-list","tag-wholesale-price-list","tag------en","tag----en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Create a Wholesale and Retail Price List - 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