# Price list manager

# Overview

<p class="callout info">This section is available only for **Price List Owners.**</p>

**Price list manager** section is used to manage **versions of price lists**, used in the ERP. It is located under the **"Price lists"** menu.

![](https://lh7-rt.googleusercontent.com/slidesz/AGV_vUfPRvQvZWHkNH0EHtGOP0QA65_kqhfGkNaMr8wTzG43-yN0dAlhNk6DRpoqcq3ULt9_9pSPWa0lVPuSm6UpAYis8YkQHFJh-q7J0-aRsqo7gKg6MI6UezzHGg8iO1HG3uUxoN-m6I2nF3JRvGPy5wDF5ZVse2wq=nw?key=sNkf8qANAryjmTQ2BoK9mg)

To view a price list's products list, you have to open the edit form from the table.

![output.gif](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/output.gif)

The editing interface is color-coded for easier overview:

- <span style="color: rgb(53, 152, 219);">**Blue**</span>: 
    - Blue indicators tell you how many products out of all available products in that category you have added to your price list.
- <span style="color: rgb(241, 196, 15);">**Yellow**</span>: 
    - Yellow plus icons allow you to add the entire product category to your price list (they only appear if you have no products from that category added).
- <span style="color: rgb(224, 62, 45);">**Red**</span>: 
    - Red notification bubbles are calls to action: they notify you of new products or price changes within the category.

![](https://lh7-rt.googleusercontent.com/slidesz/AGV_vUc0-Rapev3q2rG5QibSdQG4zykPZwqMCeJ0BBY2gKJV4LnJKLs0GbWkK5p18KYWhjP0xF9JhNDqNgzq1QG6Fveg-0i8F2bdxhLL0ZdSgoWuz9de7MtqI_CztaP5IgHB90Xy38QMWL-0_RFVkg_r4SriCdezuPY3=nw?key=sNkf8qANAryjmTQ2BoK9mg)

<p class="callout info">Areas that can be edited are colored (e.g. **Target margin** ), while columns that are automatically calculated (e.g. **MSRP** **margin** and **Current** **margin**) are not.</p>

# Edit product list

<p class="callout info">This required the **Update** **price** **list** **versions** permission.</p>

To edit a price list version's products, you have to open the product list in editing form.

![output.gif](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/ZDNoutput.gif)

<p class="callout info">Clicking on a **product** **category** in the hierarchy view opens up the **product list for that category,** e.g. **Network** **accessories**.</p>

![image.png](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/scaled-1680-/Ia4image.png)

#####  

##### Transfer prices, MSRP, and reference points  


The three middle columns act as your guidelines and should be used to fine-tune the prices on your price list:

![output.gif](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/r5qoutput.gif)

<span id="bkmrk--5"></span>

- **Transfer price**
    - The price at which you purchase from HQ.
- **MSRP**
    - HQ’s **suggested** sales price.
- **Select price list version**
    - Is customizable. You can select a price list from the drop down menu as an additional point of reference.

#####  

##### Adjusting product prices and gross margins

The last two colored columns are used to adjust your product prices and are interconnected.

![image.png](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/scaled-1680-/3Piimage.png)

If you **adjust the** **gross** **margin**, your **product price will change.**  
If you **adjust the product price**, your **gross margin will change.**

# Adjusting target margins for product categories

You can set target margins for product categories by adjusting the percentage in the target margin column.

![image.png](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/scaled-1680-/zGpimage.png)

After making an adjustment, the system will provide two options: "**Save**" and "**Save** **&amp;** **Apply**:

- The "**Save**" option only changes the target margin for the category without affecting the product prices.
- The "**Save** **&amp; Apply**" option modifies the prices by applying the new target margin to all products in the category.

![output.gif](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/eDZoutput.gif)

<p class="callout info">Adjusting the target margin of a category will affect all of its subcategories. For example, adjusting the target margin for '**Accessories**' will also affect '**Adapters**,' '**Battery** **Packs**,' '**Cables**,' and other related subcategories.</p>

# Price list products

<p class="callout info">Clicking on a **product** **category** in the hierarchy view opens up the **product list for that category,** e.g. **Network** **accessories**.</p>

![output.gif](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/ZDNoutput.gif)

<p class="callout info">The **"Listed products"** column displays product's short name along with a hyperlink icon.</p>

![output.gif](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/BMzoutput.gif)

<p class="callout info">You can **hover** the **hyperlink** to **display** some **product info. Clicking** the **hyperlink redirects** you to the product page on **Configurator store**</p>

##### Managing listed/unlisted products

Products included in your price list will appear under **‘Listed products’.**

Products that have been removed or have not yet been added can be found under **‘Unlisted products’** at the bottom.

![image.png](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/scaled-1680-/bAlimage.png)

##### Adding an unlisted product 

To add an unlisted product into the price list, click the "+" button next to its short name. The product will then be added, allowing for the price and margins to be set.

[![output.gif](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/Iqdoutput.gif)](https://how-to-erp.dewesoft.com/uploads/images/gallery/2025-04/Iqdoutput.gif)