Price lists allow you to set up groups of products and services that you can then add to your sales or quotes in just a few clicks.
Setting up a price list
To see your price lists:
- Open the Preferences window.
- Go to the “Price Lists” section.
When you set up Light Blue, we include some example price lists for you so that you can see some of the possibilities. You can edit those price lists, or create your own by clicking the “Add Record” button in the toolbar. If you want to create a copy of an existing price list, select it and click the “Duplicate Record” button in the toolbar.
Price lists can contain as many products or services as you want. You can add a new item to your price list by clicking the + button, or edit an existing item by double-clicking it.
The most important details for an item are its name and price. If you charge VAT or sales tax, you can select a tax rate for the item if it’s taxed at a different rate to your default. The description field allows you to add more details about this item to your quotes and invoices.
The “Unit Cost” field exists to help you set your prices in a quote; if I enter a cost in the “Unit Cost” field it’ll calculate the profit for me. Note that the cost field isn’t used anywhere else in Light Blue.
Using price lists
To use a price list:
- Go to a quote or sale record.
- Make sure that your price list is selected for this record.
- Add an item by clicking the + button on the “Items” tab.
- Start to type the name of the item. Light Blue will search the price list for matching items and display them for you.
- Select the item by clicking on it, or using the up and down arrow keys to select it and then hitting the Tab or Return key.
You’ll see that it pulls in the values you entered in the price list. You can override those simply by clicking in the relevant field and typing over them – so note that the price list is simply a template from which you can pick, rather than prices that are set in stone.