{"id":7832,"date":"2023-10-19T10:50:45","date_gmt":"2023-10-19T10:50:45","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%b9%d9%8a%d9%8a%d9%86-%d9%82%d8%a7%d8%a6%d9%85%d8%a9-%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1-%d9%84%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%a1\/"},"modified":"2025-03-05T10:11:58","modified_gmt":"2025-03-05T10:11:58","slug":"assigning-a-price-lists-to-clients","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/","title":{"rendered":"Assigning Price Lists to Clients"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1698835776945{margin-left: 200px !important;}”]You can create price lists for products in a way that allows you to select some of your products and set a different selling price. Consequently, you can assign the desired price list to a specific client, so that they are dealt with at different prices according to the products added to the associated price list.<\/span>[\/vc_column_text][vc_message message_box_style=”3d”]You can learn more about price lists through this guide<\/a>.<\/span>[\/vc_message][vc_custom_heading text=”How to assign a Price List to a Client” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1698837415254{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1741169092140{margin-left: 200px !important;}”]You can assign a price list when adding a new client or for existing clients by:<\/span><\/p>\n

Clicking on <\/span>“Add New Client”<\/strong> or <\/span>“Manage Clients”<\/b> under <\/span>“Clients”<\/b> in the main menu, and click on the client to whom you want to assign the price list.<\/span><\/p>\n

\"\"<\/p>\n

Click on the <\/span>“Edit”<\/b> button to add a price list for a previous client.<\/span><\/p>\n

\"\"<\/p>\n

Go to the Price Group to choose the appropriate price list.<\/span><\/p>\n

\"\"
\nSelect the price list from the dropdown menu, then click <\/span>“Save”<\/b>.<\/span><\/p>\n

\"\"[\/vc_column_text][vc_custom_heading text=”Changing the Items Prices for a Client according to the Price Lists” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1698837928648{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1741169464246{margin-left: 200px !important;}”]We have the product “Pasta White Sauce” with a normal selling price of $23.23\u00a0<\/span><\/p>\n

\"\"Within the old clients’ price list assigned to the client “John Duo” the price of the pasta is only $20.<\/span><\/p>\n

\"\"<\/p>\n

When creating a new invoice for the client “John Duo” and adding a “Pasta White Sauce” item, the price from the old clients’ price list appears automatically, not the original price of the product.<\/span><\/p>\n

\"\"[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2130,2126,2131],"tags":[2344,6030],"class_list":["post-7832","user_manual","type-user_manual","status-publish","hentry","category-clients-management","category-clients","category-manage-clients","tag---en"],"yoast_head":"\nAssigning Price Lists to Clients - 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\/assigning-a-price-lists-to-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Assigning Price Lists to Clients - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1698835776945{margin-left: 200px !important;}”]You can create price lists for products in a way that allows you to select some of your products and set a different selling price. Consequently, you can assign the desired price list to a specific client, so that they are dealt with at different prices according to the products added to […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-05T10:11:58+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439340.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439340.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/10\/87439340.png\",\"width\":1536,\"height\":601},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/\",\"name\":\"Assigning Price Lists to Clients - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/#primaryimage\"},\"datePublished\":\"2023-10-19T10:50:45+00:00\",\"dateModified\":\"2025-03-05T10:11:58+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Assigning Price Lists to Clients\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Assigning Price Lists to Clients - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/assigning-a-price-lists-to-clients\/","og_locale":"en_US","og_type":"article","og_title":"Assigning Price Lists to Clients - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text css=”.vc_custom_1698835776945{margin-left: 200px !important;}”]You can create price lists for products in a way that allows you to select some of your products and set a different selling price. 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