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Pricing Templates

< 1 min read

AI Doc Summarizer Doc Summary

This guide explains how to create and manage pricing templates, apply them to items, and assign them to customers within Streamline’s sales catalog features.

Items › Prices › All items › Price Lists

  1. Select “Price List Templates”.
  2. Select “Add New Price List”, give the pricelist a name, and save.
  3. Go to  Items › Prices › Batch Edit › Filter › General Wholesale.
    • Blank fields in the General Wholesale column mean to charge the default price. 
    • You can copy a column, paste it into Excel, work with the numbers in Excel, and then copy and paste back into Batch Edit and save. 
    • Be careful not to delete or add rows, or sort data in Excel as it will throw the alignment of your data out. 
  4. Go to Batch Edit › Customer Settings › Filter › Price

5. When setting up a new customer, you can attach a pricelist to them from customer settings.


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