---
title: "Assigning Lists to Customers"
description: "Learn how to assign price lists to individual customers or customer groups."
keywords: ["price lists", "assign", "customers", "assignment"]
lastUpdated: "2025-01-26"
---

# Assigning Lists to Customers

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

- [Bulk Price Updates](/docs/pricing/bulk-updates) - Manage bulk changes
- [Creating Price Lists](/docs/pricing/creating) - Review how to create lists