---
title: "Creating Price Lists"
description: "Step-by-step guide to create price lists in Sarah."
keywords: ["price lists", "create", "configure", "setup"]
lastUpdated: "2025-01-26"
---

# Creating Price Lists

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

- [Assigning Lists to Customers](/docs/pricing/assigning) - Learn to assign lists
- [Bulk Price Updates](/docs/pricing/bulk-updates) - Manage bulk changes