Workflows For Setting Up Price Lists
For experienced users who need a fast reference.
Prerequisites
- Access to HQ (Head Office system)
- Manager or admin permissions
- Clear idea of pricing scenarios needed
How Price Lists Work
- Unlimited price lists can be created
- Any price lists can be assigned to each product (not required to use all)
- Fallback behavior: If product lacks active till’s price list, system uses another available list
- Till assignment: Different tills can use different price lists
Common Price List Scenarios
| Scenario | Setup | Example |
|---|---|---|
| Dine-in vs Takeaway | Create “Dine-in” and “Takeaway” lists | Burger: $18 dine-in, $16 takeaway |
| Member discounts | Create “Standard” and “Member” lists | Members get 10% off drinks |
| Multiple locations | Create list per venue | Airport coffee $5, city coffee $4.50 |
| Happy hour | Create “Standard” and “Happy Hour” lists | Beer $8 normally, $6 happy hour |
| Wholesale vs Retail | Create “Retail” and “Wholesale” lists | Different trade customer pricing |
Scenarios
Scenario 1: Two Stores, Different Pricing
Store 1: Price List 1 (Store 1 Standard)
Store 2: Price List 3 (Store 2 Standard)Same products, different prices by location
Scenario 2: Restaurant + Bottle Shop
Bar/Restaurant Tills: Price List 1 (Dine-in)
Bottle Shop Till: Price List 3 (Retail)Automatic pricing based on till
How To Create a Price List
Click Here For Workflow
- Open Price Lists Screen → Go to Products → Price Lists
- Create New Price List
- Click + button
- Enter Name (e.g., “Takeaway”, “Member”, “Happy Hour”)
- Enter Number (for internal organization)
- Click Save
✅ Best practice: Use clear, descriptive names your team will understand
✅ Best practice: Number logically (1 = standard, 2 = member, 3 = promo)
3. Assign to Products
- Go to Products page → Open product
- In Pricing section, click +
- Enter price for this price list
- Select price list from dropdown
- Click Save
💡 Tip: Open multiple products in tabs to assign same price list faster
How To Edit Price Lists
Click Here For Workflow
Quick Edit
Go to Products → Price Lists
- Click ⋮ (3 dots) on price list
- Select Edit
- Update name (number locked if prices exist)
- Click Save
⚠️ Important: Name changes affect all products and tills immediately
Default Price Lists (Advanced)
Configure which price list each till uses by default.
Hierarchy (specific overrides general):
- Organisation level → All tills
- Site level → All tills at location
- Location level → All tills in area
- Till level → Specific till
Where to configure:
- Settings → Till Configuration section
⚠️ Must create price lists first before assigning
Best Practices
✅ Create price lists before creating products
✅ Keep it simple - most businesses work well with 2-4 price lists
✅ Use descriptive names, not just numbers
✅ Number price lists logically for easier management
⚠️ Don’t use price lists for temporary discounts - use discount features instead