Dynamic Price Lists allow prices to be automatically adjusted based on predefined conditions and rules. They offer a flexible way to respond to market changes and manage pricing efficiently.
To create a dynamic price list, follow these steps:
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Log in to the ikas Dashboard:
Sign in to your ikas Dashboard.
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Access Price Lists:
In the left menu, click on Products > Price Lists.
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Add a New Price List:
Click the Add Price List button. A window will open where you can choose between the following options:
- Manual Price List: A list where prices are entered and managed manually. You can find more information here.
- Exchange Rate Price List: A list that automatically adjusts based on the current or a manually defined exchange rate. You can find more information here.
- Dynamic Price List: A list that automatically adjusts according to predefined conditions and rules.
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Select Dynamic Price List:
Choose Dynamic Price List and click Continue.
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Create the Price List:
- Enter a name for the price list.
- Select the target currency.
- Click Save.
After saving, the price list detail page will open. Under General Information, you will find the name of the price list and the target currency.
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Set Exchange Rate and Rules:
In the Rules section, you can make individual adjustments by clicking the Add Rule button.
- Under Base Price List, select the price list to be used as the basis for the conversion.
- In the Currency Determination section, you have two options:
- Determine by Current Rate: The current applicable rate will be displayed below.
- Determine Manually: Enter the desired rate manually in the input field on the right.
- Define Price Adjustment:
- Click on + Add in the Rules section on the right.
- Choose whether the adjustment should be percentage-based or absolute, and enter the corresponding value.
- Set Price Rounding (Optional):
- Price rounding can be activated via the checkbox and customized.
- A preview of the rounding will appear next to the setting.
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Add Products to the Price List:
Under Products, click the Add Product button to add the desired products to the price list.
Two options are available:
- Add All Products: All products will be automatically added to the price list.
- Manually Add Products:
- Select the desired products by checking the checkbox next to the product names. To select all products, check the box at the top left of the list.
- Then click Add Selection.
Note: Products not added to the price list will not be available in the countries using this price list.
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View Prices:
Added products will be listed on the price list detail page. The sales and discounted prices will be shown in both the source and target currency.
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Remove Products (Optional):
If you want to remove a product from the price list:
- Select the product using the checkbox.
- Click the Delete button that appears above the product list.
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Save or Delete the Price List:
Click Save at the top right to secure the new price list. If you want to delete the price list, you can do so via the button on the detail page.
Note: In order for a price list to be used, it must be activated in the Localization Settings.
For any assistance or if you have further questions, please let us know. You can contact us by phone at +49 7361 3893012 or email us at support@ikas.de.