SARAH
DocumentationAPI Reference

Creating Price Lists

Step-by-step guide to create price lists in Sarah.

Last updated: 2025-01-26

This guide will teach you how to create price lists in Sarah step by step.

Access to Price Lists

  1. Navigate to Price Lists in the main menu
  2. Click "New List" or the add button

Basic Fields

Name

A descriptive name to easily identify the list.

Examples:

  • "Wholesale"
  • "Retail"
  • "Online -5%"
  • "VIP"
  • "Liquidation"

Recommendation: Use clear names that indicate the list's purpose.

Type

Select how the price adjustment will be applied:

By Value

Increases or decreases price by a fixed amount (in company currency).

Example:

  • Base price: $1000
  • Adjustment: -$100
  • Final price: $900

When to use:

  • Fixed discounts on specific amounts
  • Fixed surcharges for services
  • Uniform adjustments independent of base price

By Percentage

Increases or decreases price by a percentage.

Example:

  • Base price: $1000
  • Adjustment: -15%
  • Final price: $850

When to use:

  • Proportional discounts
  • Percentage increases
  • Adjustments that should scale with price

Percentage / Value

According to selected type, enter:

  • By Value: The fixed amount (can be negative for discounts)
  • By Percentage: The percentage (can be negative for discounts)

Note: Negative values represent discounts, positive values represent increases.

Configuration Examples

Example 1: Wholesale List

Configuration:

  • Name: "Wholesale"
  • Type: By Percentage
  • Percentage: -15

Result:

  • All products have 15% discount for customers with this list

Example 2: List with Surcharge

Configuration:

  • Name: "Interior + Shipping"
  • Type: By Percentage
  • Percentage: +10

Result:

  • All products have 10% surcharge to cover shipping costs

Example 3: Fixed Discount

Configuration:

  • Name: "Fixed Discount $50"
  • Type: By Value
  • Value: -50

Result:

  • All products have $50 discount (useful for similarly priced products)

Example 4: Premium List

Configuration:

  • Name: "VIP Premium"
  • Type: By Percentage
  • Percentage: -20

Result:

  • VIP customers get 20% discount on all products

Validation and Saving

Before saving, verify:

  • ✅ Name is descriptive and unique
  • ✅ Type is correctly selected
  • ✅ Value/percentage is coherent with your strategy
  • ✅ Sign (positive/negative) is correct

Click "Save" to create the list.

Edit Price Lists

To edit an existing list:

  1. Go to the price lists list
  2. Click the list you want to edit
  3. Modify necessary fields
  4. Save changes

Note: Changes apply immediately to new sales that use this list.

Delete Price Lists

  1. Select the list
  2. Click "Delete"
  3. Confirm deletion

Warning:

  • Deleted lists cannot be recovered
  • If the list was assigned to customers, those customers will be left without assigned list
  • Historical sales that used this list are not modified

Best Practices

Nomenclature

Use consistent and descriptive names:

✅ Good examples:

  • "Wholesale -15%"
  • "Online Discount"
  • "VIP Premium"

❌ Avoid:

  • "List 1"
  • "New list"
  • Generic names without context

Organization

Create lists with clear purposes:

  • One list per customer type (wholesale, retail, VIP)
  • One list per channel (POS, online)
  • Temporary lists for specific events

Testing

Before using a list in production:

  1. Create a test sale with a test customer
  2. Verify prices to ensure adjustment is correct
  3. Review totals to confirm calculations are accurate

Integration with Other Modules

Promotions

Price lists are applied before promotions:

  1. Price list is applied (adjusts base price)
  2. Promotions are applied (on already adjusted price)

POS

At point of sale:

  • If you select a customer with assigned list, prices update automatically
  • You can manually change the active list if necessary
  • Displayed prices reflect the active list

Next Steps