Create and manage price tables

Where to find it

In your account menu, under Prices, Price tables tab, in the Price Tables card. If the organization has more than one store, choose the store in the selector in the corner of the card before anything else: the table created or changed always belongs to the store that is shown there, and its name appears in the card's text ("Price lists of ...").

How to create a price table

1. In the New table name (e.g. ES - ICMS 7%) field, type the name.
2. Click Create table (or press Enter).
3. The message "Table ... created." confirms it, and the table enters the list with 0 prices.

The store's first commercial table automatically becomes the default: the screen says so when the store does not have one yet: "Create the first one above — it automatically becomes the default."

The table is born empty. Prices come in by spreadsheet. See Load price table prices by spreadsheet.

Two creation rules:

• the name is unique in the store: repeating an existing name gives "Table '...' already exists in this store.";
• the store can have at most 10 active tables ("Maximum of 10 tables per store."). Deactivated tables do not count.

What each row of the list shows

Each table is a row with:

• the name, editable: click it, type and leave the field (or press Enter) to save; the message Name updated. confirms it;
• the badges: default, promotion and inactive;
• N buyer companies: how many customers have this table chosen on their profile. It is the number that shows who changes price if the table goes away;
• N prices: how many products have a price in this table;
• the actions menu (the three dots).

The actions in a table's menu

In the three-dot menu of each row:

• Make default: the table starts applying to anyone who does not have another one; the previous default stops being the default. On the current default the item appears as This is the default table. It does not apply to a promotional table or an inactive table;
• Deactivate / Activate: takes the table out of use without deleting the prices. On the default it shows Always active, because the default cannot be deactivated;
• Mark as promotion / Make commercial again: changes the table's type. The default cannot become a promotion;
• Delete: deletes the table and all its prices. Not available on the default.

One action at a time: while one table is saving, the menus of the others are locked.

Deactivate a price table

Deactivating takes the table out of the price choice, but keeps the prices: Activate brings everything back.

When there are buyer companies with the table chosen on their profile, the screen asks for confirmation: "N buyer companies use this table and will start using the store's default." In practice, those customers go back to the normal choice path: a price rule that reaches them or, without a rule, the store's default.

While it is inactive, the table does not appear to be chosen on the customer's profile or in the price rules.

Delete a price table

⚠️ Deleting is permanent: the confirmation says how many prices the table has and how many buyer companies use it, and ends with "This action cannot be undone."

Deletion is refused when:

• the table is the default ("Cannot delete the default table.");
• it is the only active commercial table ("Cannot delete the only active table.");
• there are price rules pointing to it ("This table is used by N price rule(s). Remove the rules before deleting it.").

Customers who had the table chosen on their profile lose that choice and go back to the normal path. If you only want to stop using the table for a while, prefer Deactivate.

Change the store's default table

1. Open the menu of the table that should become the default.
2. Click Make default.
3. The message Default table updated. confirms it; the default badge moves to another row.

The default applies to every customer who has no table on their profile and no price rule. Documents already sent do not change; drafts pick up the new price when they are touched. See Price tables.

When it goes wrong

"Cannot deactivate the default table." Make another table the default first.

"Cannot make a deactivated table the default." Activate the table first.

"The default table cannot become promotional. Mark another one as default first." Change the default and then mark this one as a promotion.

"I created the table and it has 0 prices." That is expected: prices come in through the spreadsheet import.