Add sales item (with new price) to price list

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

All sales items you have created in the domain are always automatically added to the default price list of the selected administration in a domain. 

However, multiple price lists can be created In Yuki for e.g. sales to both individuals and companies etc. In that case, while creating a sales item, you can select the appropriate price list in an administration.

A sales item or a new item price (valid from and/or valid until date) can always be added to one or more of these additional price lists.

ATTENTION!

An administration's default price list is a price list excluding VAT.

You can add a sales item to a price list from two places in Yuki:

• From the overview of created sales items
  
  Hover your mouse over the Sales icon in the navigation bar. Subsequently, click on Sales items and then click on the description of the respective sales item.
  In the now-opened screen, click on the Add item to a price list button.
  
  
  
• From an opened price list
  
  Hover your mouse over the Sales icon in the navigation bar. Subsequently, click on Price lists and then click on the description of the price list to which you want to add a sales item.
  In the now-opened screen, click on the Add a sales item button.
  
  
  
• In the now-opened screen, select the sales item you want to add to the price list
  
  
  You can filter the items if you wish by clicking in the filter bar, selecting the Reference or Description tag, entering the value on which you want to filter the list and then pressing [Enter].
  
  

In both cases, the following screen is opened: 

The item or item price data can be entered in the fields described below.

After entering the data, click on the Save button to add the item with the new item price to the selected price list.

Price list (required) 

If you have created several price lists in addition to the default price list, you can specify here which price list you want to add this item to. An item can also always be added to several price lists later.

Valid from

Indicate from which date the new price is valid in this price list.

Valid until 

Indicate until which date the new price is valid in this price list.

VAT rate (required)

Select the correct VAT rate.

Price (required)

Enter the new price here.