Apply to Customers
Attach a list to a customer and it applies to everything you raise for them, from quote through to invoice, with nobody remembering anything.
Attach it per document when one job is priced differently.
Attach it
Open the customer record
The rate list field sits with currency and payment terms, because it behaves the same way: inherited by every document.
Choose the list
Only lists in the customer's currency are offered.
Save
Every new quote, order and invoice for them picks it up automatically.
Per document instead
Every sales document has its own rate list field, defaulted from the customer. Change it on one document when a specific job is priced differently, and it applies to lines added after the change. Lines already on the document keep the price they were added at.
- Changing the list mid-document does not reprice existing lines. Remove and re-add them.
- A converted document carries the price, not the list, which is why converting a quote never reprices it.
- A manual price on a line survives everything, including a list change.
When prices look wrong
| Symptom | Usual cause |
|---|---|
| One line is at standard price | The item has no entry on a fixed-price list. |
| Every line is at standard price | No list attached, or the wrong currency. |
| A line ignores a list change | It was priced manually, or added before the change. |
| A variant is at standard price | The list prices the parent, which is never transacted. |
| Prices differ from a colleague's quote | They used a different list, or overrode lines by hand. |