Change or delete price list or sales item(s) in price list

Disclaimer

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

In an opened price list, the following data is shown:

• price list details
• details of sales items added to the price list.

From this price list, you can also:

• view past or future prices of sales items
• delete the price list
• view the contacts for which this price list is used
• change the price list data
• import sales items (via price list)
• export sales items (via price list)
• change prices of sales items in bulk
• change or delete sales item from price list
• add a sales item (with new item price) to price list.

Hover your mouse over the Sales icon in the navigation bar, then click on Price lists. In the now-opened screen, click on the description of the price list you want to change or delete.

The following screen is opened:

Click on the Column selection button to customise the columns shown in the sales items list to filter by your preferred values in these column(s).

You can filter this list by 'Active items' or 'Inactive items' by clicking on the arrow behind 'Active items' and then selecting one of these two options.

In the filter bar, by double-clicking on one of the values in the columns Reference, Description or Upcoming price change, you can add it as a filter to the filter bar.

View past or future prices of sales items

By entering a date behind Show price list as of you can view prices from a certain date in the past or in the future. The prices shown depend on the validity date of prices recorded with a sales item.

Delete price list

The standard price list can never be removed from an administration. 

A newly created price list can be deleted only if all sales items in the relevant price list have not yet been included in a sales invoice.

You can delete a price list by clicking on the button with the three dots and then selecting the Delete option.

The following warning message will appear on your screen:

Click on the Yes button to remove the price list from the domain.

View contacts for which price list is used

To view all contacts (customers) in a price list to which this price list is linked, click on the button with the three dots and then select the Contacts option.

The following screen is opened:

Click on the Column selection button to customise the columns shown in the contacts list to filter by your preferred values in these column(s).

In the filter bar, you can click to add one of the columns as a filter to the filter bar.

Change price list details

You can change the opened price list by clicking on the Edit button.

The following screen is opened:

The price list details can be changed in the fields described below.

After changing the details, click on the Save button to save the changed price list details.

Name (required)

Enter a clear description for the price list e.g. 'Private customers' or 'Price list Germany'.

Company (only available with multiple administrations in a domain) 

Select the administration for which the price list is to be created.

Currency (only available if Yuki Vreemde valuta is activated)

Select the correct currency for the price list.

Including VAT (required)

Indicate whether the selling prices in this price list are inclusive or exclusive of VAT.

TIP!

All items are normally linked to the standard price list. This is a price list excluding VAT. 

If you have no further need for more than one price list but actually only supply to consumers (including VAT), then it is sufficient to change the standard price list and indicate there that all sales prices include VAT.

Import sales items (via price list)

The import functionality can be used to import or update sales items in this price list in bulk.

Import sales items into the price list by clicking on the button with the three dots and then selecting the Import option.

For a detailed description, see article Import and/or export sales items (via price list).

Export sales items (via price list)

The export functionality can be used to export sales items from this price list.

TIP!

If required, the data in the export file can be changed and then imported back into the same price list in Yuki. In this way, sales item data in this price list can be updated in bulk.

Export sales items from the price list by clicking on the button with the three dots and then selecting the Export option.

For a detailed description, see article Import and/or export sales items (via price list).

Change prices of sales items in bulk

In Yuki, you have the option to change the item price, the validity date of this price and/or the VAT rate of a number of sales items at once so that you can, for example, change all prices in advance for the future.

For a detailed description, see article Change prices of sales items in bulk (via price list).

Change or delete sales item from price list

Change price list details

To change the details  of a sales item, click on the pencil icon (Edit). In the now-opened total overview of the item, the item data can be changed.

ATTENTION!

The details of the sales item are changed in all price lists in which this sales item is included.

For a detailed description, see article Total overview of sales item.

Delete sales item from price list

To delete a sales item from this price list, click on the bin (Delete). 

A warning message will now appear in your screen where, by clicking on the Yes button, you actually delete the item from this price list.

ATTENTION!

• The sales item is only deleted from the opened price list and is still present in all other price lists.
• The sales item cannot be deleted from the price list when the item is included in a draft invoice or sales invoice to be sent.

Add sales item (with new item price) to other price list

To add a sales item to this price list, click on the Add a sales item button.

For a detailed description, see article Add sales item (with new price) to price list.