Create a price group

Goal

Create a customer price group and optionally bind it to a price list.

Who it is for

Clerk with pricing.manage.

Preconditions

• Module on; pricing.manage.
• Target price list should exist if you want a non-default book.

Steps

1. Open Price groups → New price group (modal).
2. Enter Code and Name (translatable).
3. Optionally select Default price list (clearable lookup). Leave empty to fall back to the tenant default list when precedence reaches the group with no list.
4. Save.
5. On each customer (or via Pricing setup auto-assign), set Price group.

Result

Customers in the group resolve prices from the group’s list (subject to precedence and any explicit list on the document).

Related

• Edit a price group
• Price groups setup