Price lists

Disclaimer

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

A price list determines in Yuki:

• Which items are available for a particular sales invoice
• At what price that item should be presented on that invoice (price can still be changed)
• Which VAT percentage should be proposed on that invoice (VAT percentage can still be changed)
• Whether the imported price is inclusive or exclusive of VAT (this cannot be changed).

In Yuki, you can create additional price lists and change, delete, import, and/or export an existing price list.

You can also add sales items to a price list, change a sales item’s price status, and view a sales item’s price history.

Price agreements

A price list is a pricing model and not necessarily a price agreement. 

A price agreement with a customer that deviates from the standard price can be recorded in a price agreement.

For a detailed description, see article Price agreements.

Additional price lists

When selling to both individuals and businesses (prices including or excluding VAT), to completely different target groups (e.g., traders and end users), and/or to foreign countries (special VAT rate), it is advisable and also possible to create additional price lists in Yuki. 

For every sales invoice you create, you can then specify which price list applies to that invoice.

Click on the video to watch 'Yuki Sales items & price lists'! (NL)

Access to Price lists

To access:

• click on the Sales icon in the navigation bar
• then click on Price lists.
  
  

Price list report

On this screen, you can view all details of the default price list and the additional price lists.

AVAILABLE USER ACTIONS

From this report, a user can:

• create a new price list
• download all data in the shown columns as a CSV file (Excel) or copy to the clipboard
• set a price list as default price list
• view a price list
• search for data.
  
  

Create new price list

To create a new price list, click on the New price list button.

For a detailed description, see article Create price list.

Download data as CSV file or copy to clipboard

To download all data in the shown columns:

• click on the Download button (Cloud icon with down arrow)
• then select Download as CSV or Copy to clipboard from the dropdown menu.
  
  

The name of the downloaded CSV file is 'ItemPriceListDataList-context_Alle_[Datum van vandaag].csv.

Set price list as default price list

All sales items created are added to the standard price list. This price list is used by default by Yuki when creating sales invoices and/or quotations.

To set a price list as default price list:

• hover your mouse over the line of the price listyou want to set as default
• click on the button with the three dots
• then select Set as default from the dropdown menu.
  
  

View price list

To view a price list:

• hover your mouse over the line of the relevant price list
• click on the button with the three dots
• then select View price list from the dropdown menu.
  
  
  The following screen is opened:
  
  

View prices on a specific date in the past or future

To view the prices of the sales items in this price list on a specific date in the past or future, select the desired date under Show price list as of.

Search for data

The search bar can be used to search for:

• (part of a) name
  The search result now shows all data in which this name has been entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or 'Contact' field.
• number
  The search result now shows all data where the number is entered in, for example, the 'Description', 'Subject', 'Name', 'Company name' or in a numeric field such as 'Invoice number'.
• amount
  You can search for an exact amount by entering this amount in the search field, for example, '54,45' or '54.45'.
• date
  You can search for a specific date by entering it as:
  • 31/08/2020
  • 31-08-2020
  • 310820
  • 31082020.

Targeted search

You can also perform a targeted search using different search terms. After each search, the search result can be further specified by adding a new search term.