Prices from the price lists are set when items are added to documents. This can happen either by adding items one by one while editing document or adding them automatically while creating a document from another document. If a price isn't defined for an item when it's added the price is set to 0. Item's prices can be changed on documents while editing them.
Products can have more than one price defined in different price lists (price lists of different types, currencies, from dates etc). There is an order by which Backstore will check which price is most relevant. If more than one price list matches all criteria price is set from the price list with the earliest From date.
Partner price lists
Backstore first checks if there is a defined price list for partner selected on the document, either for a group or a partner itself. If there is and price is defined for item added to the document, the price is set from the partner price list.
If there is no partner price list for selected partner on the document, Backstore checks if there is a price list with defined price for that item that matches following document criteria:
- Document type - buy (purchase) or sell (invoice, quote...)
- Tax inclusive option - must match (for purchases is No by default)
- Currency - if the document currency is different from the default company currency and there is no price list for that currency, but there is a defined price for the default currency, Backstore will calculate price based on the exchange rates on the day of the document.
If the date of the document is in the range of a discount price list the discount is applied automatically regardless of the price of the item. Discount is applied and expressed on the document in form of percentage.