Price lists
A price list is a set of rules that determine what price a product has for a given customer, on a given date, in a given currency, with optional volume discounts.
When you want them
- Different prices per customer segment (retail / wholesale)
- Currency-specific lists (BGN domestic, EUR export)
- Promotional pricing for a period
- Volume discounts (10% off for orders ≥ 100 units)
- Per-customer negotiated pricing
If you have one price per product across all customers, you don't need price lists — the product's base price is enough.
Creating a price list
Sales → Configuration → Price lists → Create.
| Field | What |
|---|---|
| Name | Customer-facing label (e.g. "Wholesale BGN") |
| Currency | The currency this list quotes in |
| Country group | (Optional) auto-apply for customers in these countries |
| Rules | One or more rules — see below |
Rules
Each rule answers: "for this product / category, in this date range, what's the price?".
| Rule type | Example |
|---|---|
| Fixed price | Set this product to BGN 50.00 |
| Percentage | 10% off the catalogue price |
| Formula | Catalogue – 5%, rounded up to nearest 0.10 |
| Other price list | Inherit from another list and apply a margin |
Rules can target:
- A specific product
- A product category
- All products
- Date range (start / end)
- Minimum quantity
Multiple rules apply in priority order — first match wins.
Assigning to customers
In the customer record → Sales tab → Price list → pick.
When you create a quotation for the customer, lines auto-price from the customer's list.
To override on a specific quote, manually edit the unit price on the line.
Volume discounts
Common rule:
| Quantity | Price |
|---|---|
| 1–9 | Catalogue price |
| 10–99 | Catalogue – 5% |
| 100+ | Catalogue – 10% |
Configure as three rules on the same product with different Minimum quantity values.
End-customer-visible
Price lists are an internal pricing tool. The customer sees the final unit price on their quote — they don't see the calculation behind it.
If you want to show the catalogue price + discount, configure the quotation template to display "Discount %" on each line.
Date-bounded promotions
For a temporary promotion:
- Create a price list "Spring 2026 Promo"
- Add rules with Start / End dates
- Assign customers (or use a country group)
- Outside the date range, the rule doesn't apply — prices revert
PLANA evaluates the date when the quote is created. A quote created within the promo period keeps the promo price even if confirmed afterward.
Where to read more
- Quotations — where price lists are applied
- Customers — assigning lists
- Orders — confirmed pricing
- Discounts and coupons — alternative promotion mechanism