Price lists

Disclaimer

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

In Yuki, you can view an overview of all price lists created in the domain.

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).

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.

When selling to both individuals and companies (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 each sales invoice you create, you can then specify which price list applies to that invoice.

From this overview, a user can:

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

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

Hover your mouse over the Sales icon in the navigation bar, then click on Price lists.

The following screen is opened:

Create 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

Click on the Download button and 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.

Hover over the price list line you want to set as default, click on the button with the three dots and then select Set as default from the dropdown menu.

View price list

Hover over the line of the relevant price list, click on the button with the three dots and then select View price list from the dropdown menu.

The following screen is opened:

TIP!

To view the prices of sales items in this price list at a certain date in the past or in the future, select the required date behind Show price list as of.

Customize view

The view can be customized in the following ways:

• Administration: If necessary, select the contracts from the appropriate administration.
• Period: Specify, if possible, from which period you want to view contracts.
• Column selection: By default, a number of columns are shown in each work list or overview. These columns can be changed by selecting or deselecting columns.
• Column sorting: All columns shown can be sorted ascending or descending.

Search 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.