Price lists in Tribe allow you to apply different prices than the standard product price when creating quotations or invoices. They are useful when you work with customer-specific agreements, segmented pricing, or temporary and volume-based prices. You might use price lists when standard pricing does not reflect your commercial agreements. By following this guide, you will learn how price lists work, how to create them, and how Tribe determines which price is applied.
Table of Contents
What Does This Feature Do?
Why Or When Should You Use It?
How Can You Use Price Lists?
Step By Step Instructions
How To Create A Price List And Add Prices
How To Use Price Lists Per Relation
How Does Tribe Determine The Correct Price?
What Does This Feature Do?
Price lists allow you to override the standard selling price of a product in specific situations. When a product is added to a product line, Tribe checks whether a relevant price list applies and uses that price instead. This ensures the correct price is applied automatically without manual adjustments. Price lists support consistent pricing across quotations, invoices, and other activities.
Why Or When Should You Use It?
You should use price lists when you have agreements that differ from standard pricing. This includes customer-specific prices, prices for certain customer segments, temporary promotional prices, or volume-based pricing. Price lists help prevent pricing errors and reduce manual work. They also make pricing rules clearer and easier to manage.
How Can You Use Price Lists?
Price lists can be used in two main ways.
Price Lists Based On Segment
You can create price lists for specific customer segments, such as small, medium, or large customers. When a price list is linked to a relation, the prices in that list are used instead of the standard product prices. This approach is useful when multiple customers share the same pricing rules.
Price Lists Based On Scale, Period, Or Specific Relation
Price lists can also be more specific. You can define prices that apply only during a certain period, for a specific quantity, or for one relation. This allows Tribe to calculate the correct price automatically based on timing, volume, or customer selection.
Step By Step Instructions
How To Create A Price List And Add Prices
Navigate to Configuration.
Select Products and then Price lists.
Click + Price list.
Enter a name for the price list.
Click Save and open.
Enter an amount in the Price field.
Select the relevant Product.
Enter a value in Number if the price depends on quantity.
Enter From and To dates if the price applies for a specific period.
Select a Relation if the price applies to one specific customer.
Click Save to store the price.
Note: The Base price field is for reference only. When using Exact Online Commerce, this field is filled automatically and is not used when adding a product to a product line.
How To Use Price Lists Per Relation
To apply price lists directly to relations, the price list field must be enabled.
Navigate to Configuration.
Select Sales.
Activate the Price list per relation adjustable slider.
This allows you to link a price list to every relation.
If you want to hide this option for specific relation types:
Navigate to Configuration.
Select Relationships.
Open the relevant relationship type, such as Contact.
Select the Fields tab.
Find the Price list field.
Activate the slider in the Hidden column to show the field.
How Does Tribe Determine The Correct Price?
When a product is added to a product line, Tribe determines the price in the following order:
Use the price from a price list linked directly to the activity.
If none applies, use a price list linked to the relation.
If none applies, use a price list not linked to any relation.
If no price list applies, use the product’s selling price.
If no price is found and the product price is modifiable, use the last recorded price for that product in the activity.
When price lists are used together with time recording, Tribe selects the first price that matches the product, date, and quantity conditions. A product line is then created for each time registration entry.
More information on registering hours can be found in the article How can I register hours?
Quick Summary
Price lists in Tribe allow you to apply flexible pricing based on customers, segments, periods, or quantities. They ensure the correct price is used automatically when products are added to quotations or invoices. By setting up and linking price lists carefully, you can manage complex pricing rules with clarity and consistency.