SARAH
DocumentationAPI Reference

Assigning Lists to Customers

Learn how to assign price lists to individual customers or customer groups.

Last updated: 2025-01-26

Once you've created your price lists, you need to assign them to customers so they apply automatically in sales.

Assignment Methods

Individual Assignment

Assign a specific price list to an individual customer.

When to use:

  • Customers with special conditions
  • Personalized negotiations
  • Specific cases requiring particular attention

Assignment by Customer Type

Although Sarah doesn't have a predefined "customer types" system, you can use naming conventions or custom fields to group customers and assign them the same list.

When to use:

  • Segmentation by business type (wholesale, retail)
  • Customers with similar characteristics
  • Pricing strategies by group

How to Assign a List to a Customer

From Customers Module

  1. Navigate to Contacts > Customers
  2. Search or select the customer you want to assign the list to
  3. Open the customer edit form
  4. Look for the "Price List" field
  5. Select the list from the dropdown
  6. Save changes

From POS

You can also assign or change the price list directly from point of sale:

  1. Open a sale in POS
  2. Select a customer
  3. If the customer doesn't have an assigned list, you can manually select a list
  4. Prices update automatically according to selected list

Behavior in POS

Customer with Assigned List

When you select a customer who has an assigned price list:

  1. System automatically detects the list
  2. All product prices adjust according to the list
  3. Cart shows adjusted prices
  4. Totals are calculated with list prices

Customer without Assigned List

If a customer doesn't have an assigned list:

  1. Base product prices are used
  2. You can manually select a list if necessary
  3. Prices adjust according to manually selected list

Manual List Change

Even if a customer has an assigned list, you can temporarily change the active list in POS:

  1. Select a different list from the dropdown menu
  2. Prices update immediately
  3. Change only affects current sale

Assignment Examples

Example 1: Wholesale Customer

Customer: "Distributor ABC" Assigned list: "Wholesale -15%"

Result:

  • All sales to this customer have automatic 15% discount
  • You don't need to remember to apply discounts manually

Example 2: VIP Customer

Customer: "María González" Assigned list: "VIP Premium -20%"

Result:

  • VIP customer gets 20% discount on all purchases
  • List applies automatically in each sale

Example 3: Customer without List

Customer: "Juan Pérez" Assigned list: (none)

Result:

  • Base prices are used
  • You can apply a list manually if necessary

Bulk Assignment Management

Assign Multiple Customers

To assign the same list to multiple customers:

  1. Go to Contacts > Customers
  2. Select customers you want to update (if multiple selection is available)
  3. Use bulk edit option if available
  4. Or edit each customer individually

Note: Currently, Sarah doesn't have an integrated bulk assignment function. You can use external tools or scripts if you need to update many customers at once.

Change List for Multiple Customers

If you need to change the list assigned to several customers:

  1. Identify customers that need the change
  2. Edit each one individually
  3. Or consider creating a new list and reassigning customers gradually

Verification

How to Verify a List is Assigned

  1. Open customer profile
  2. Verify "Price List" field
  3. Or create a test sale in POS with that customer
  4. Verify that prices adjust according to the list

How to Verify List Applies Correctly

  1. Create a test sale in POS
  2. Select customer with assigned list
  3. Add products to cart
  4. Verify displayed prices reflect list adjustment
  5. Review totals to confirm calculations are correct

Remove Assignment

To remove the list assigned to a customer:

  1. Open customer profile
  2. In "Price List" field, select "(None)" or leave field empty
  3. Save changes

Result:

  • Customer will return to using base prices
  • Future sales won't apply the list
  • Historical sales are not modified

Best Practices

Organization

  • Assign lists consistently according to your segmentation strategy
  • Document which list corresponds to which customer type
  • Review periodically assignments to ensure they remain relevant

Naming Convention

If you use naming conventions for customers:

  • "MAY_" for wholesalers → "Wholesale" list
  • "VIP_" for VIP customers → "VIP Premium" list
  • No prefix → "Retail" list or no list

Update

  • Review regularly price list assignments
  • Update when commercial conditions change
  • Remove obsolete assignments

Troubleshooting

List Doesn't Apply

Possible causes:

  • Customer doesn't have assigned list
  • List is deactivated or deleted
  • There's an error in list configuration

Solution:

  1. Verify customer has an assigned list
  2. Confirm list exists and is active
  3. Review list configuration (type, percentage/value)

Prices Don't Match

Possible causes:

  • List has different adjustment than expected
  • Promotions are applying in addition to list
  • Product base price changed

Solution:

  1. Verify list configuration
  2. Review if there are active promotions
  3. Confirm product base price

Next Steps