Price list management

The Price List Management module allows you to view, create, and modify all sales price lists in the system. From this interface, you can manage the main parameters of each price list (code, description, currency, validity date), access calculated price lists, and duplicate or delete existing price lists.

🧭 Navigation

The top bar allows you to navigate between the various sections of the module:
• Price Lists → main view for manual management of price lists.
• Calculated Price Lists → displays price lists generated through calculation rules.
• Calculated Price Lists with BOM → shows price lists obtained from a bill of materials.
• Exclusions for Calculated Price Lists → allows you to define exceptions or items to exclude from calculations.

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🗂️ Main View

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➕ Creating a New Price List

To create a new price list:
1. Click the green “Add” button at the top right.
2. Enter the price list code (unique).
3. Fill in the description, currency, and validity date fields.
4. Save the changes to add the price list to the table.

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✏️ Editing an Existing Price List

1. Identify the price list to be edited.
2. Click on the Description, Currency, or Validity Date fields to edit them directly.
3. Changes are saved automatically or via the confirmation button.

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📋 Actions Menu

The menu with the three vertical dots (⋮) offers several options:
• Edit → opens the full price list sheet.
• Duplicate → creates a copy of the price list (useful for subsequent versions, e.g., “LISTINO2025” → “LISTINO2026”).
• Delete → removes the price list (upon confirmation).
• Backup (if available) → generates a backup of the current price list.

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🧮 Price List Types

The system distinguishes multiple categories of price lists, highlighted in the table:

• Main price lists (e.g., LISTINO2025)
• Test or backup price lists (e.g., ARTCOMB_BACKUP_170725)
• Price lists with specific combinations (e.g., LISTINO2025_NOPREZZI)

The names are conventional and can be customized according to business needs.

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Practical example

Calculated Price Lists

The Calculated Price Lists section allows you to generate new sales price lists from an existing one by applying mathematical formulas or multipliers to the original prices. It is a useful tool for quickly creating updated versions of price lists (e.g., “resellers,” “discounted,” “export,” etc.), maintaining consistency with the main price list.

⚙️ Interface and main fields

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🧩 Calculation Formula

The Formula field accepts mathematical expressions that operate on the source list price. Available variables may include:

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🧾 Exclusion List

The Exclusion List section displays the items or codes that will be excluded from the calculation. You can:
• Add an exclusion with + Add exclusion
• Remove an exclusion from the Actions menu (⋮)

Exclusions can include:
• individual items
• product groups
• entire code families

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🧠 Test Mode

By activating Test Mode, the system performs the full calculation but does not save the new price list. It is useful for verifying:
• correctness of the formula
• number of items involved
• any errors or missing exclusions

At the end of the simulation, a summary is displayed with:
• number of items processed
• total rows updated
• any exclusions applied

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▶️ Step-by-step procedure

1. Select the source price list.
2. Enter the calculation formula.
3. Set any rounding.
4. Enter the code and description of the new price list.
5. Add one or more exclusions, if necessary.
6. (Optional) Activate test mode.
7. Click Calculate to generate the new price list.

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⚠️ Operational Notes

• The new price list is created only if a price list with the same code does not already exist.
• Changes are irreversible: for safety, perform a backup of the source price list.
• If the calculation fails, check the syntax of the formula or the existence of the source price list.

Price Lists Calculated with Bill of Materials

The Calculated Price Lists with Bill of Materials section allows you to create complex price lists by applying a calculation bill of materials, which is a set of rules or markups that affect specific columns or groups of prices. It is the most advanced tool for managing increases, variations, or customized versions of price lists starting from preconfigured conditions.

📂 Interface and main fields

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🧮 Key Features

🔸 Creating a New Bill of Materials
1. Click on + New Bill of Materials at the top right.
2. Fill in the fields:
• Bill of Materials Code
• Description
• Any calculation rules (percentages, columns, or references to source price lists).
3. Save to add the bill of materials to the list.

Bills of materials can include:
• percentage increases or decreases (e.g., +10%)
• applications on specific columns (e.g., “columns 408, 416, 417”)
• copying or merging of price lists (e.g., “copy col. 020 to col. 0211”)
• thematic surcharges (e.g., “LED SURCHARGES”)

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🔹 Calculation of a Bill of Materials
After configuring one or more bills of materials, you can perform the global calculation using the 🧮 Calculate button at the bottom right.

The system processes all the bills of materials in the list:
• automatically applying the defined formulas and rules
• updating or generating the resulting price lists

During processing, consistency checks are performed, and an internal log of operations is created.

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🔹 Actions Menu (⋮)

The menu next to each row allows you to:
• ✏️ Edit the selected bill of materials
• 📄 Duplicate to quickly create a new variant
• 🗑️ Delete the bill of materials from the system

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📊 Typical examples

🚫 Module: Exclusions for Calculated Price Lists

The Exclusions module for calculated price lists allows you to define and manage sets of items, categories, or combinations that must be excluded during the generation of calculated price lists. Exclusions enable precise control over which elements to apply or not apply formulas, preventing unwanted changes to specific products.

📋 Interface and main fields

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➕ Creating a New Exclusion

1. Click the green button + New Exclusion at the top right.
2. Enter the following fields:
• Code → short and meaningful name (e.g., LAVABI_E_VASCHE)
• Description → explanation of the exclusion scope (e.g., “Lavabi e vasche new 2025”)
3. Save to add the exclusion to the table.
4. The exclusion can then be selected within the Calculated Price Lists or Calculation Sheets modules.

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✏️ Edit or Delete

• To edit an existing exclusion, click on the ⋮ menu next to the corresponding row.
• You can update the code, description, or linked content.
• Deletion permanently removes the exclusion from the system (upon confirmation).

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🧩 Examples of Common Exclusions

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⚙️ Operation in Calculations

When generating a calculated price list or a bill of materials:
• exclusions are automatically read;
• items or columns belonging to an exclusion are skipped during the calculation;
• the system logs excluded elements for traceability.

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🧠 Operational Tips

• Use clear and consistent names for exclusion codes: they assist in future maintenance.
• Create groups of logical exclusions (e.g., materials, categories, brands).
• Update exclusions with each price list revision or collection release.
• Before launching a complex calculation, ensure exclusions are correctly associated.

✏️ Edit Exclusions

The Edit Exclusions window allows you to manage in detail the items and columns that need to be excluded from the automatic price list calculations. Each row represents a group of item codes associated with one or more excluded column numbers.

📋 Window structure

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➕ Add a new row

To add a new exclusion rule:
1. Click the green + Add row button.
2. Enter the item codes in the Item Code field.
3. Specify the columns to exclude in the Excluded Columns field.
4. Optionally, select a verification price list to check the validity of the codes.
5. Click Save to record the row.

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✏️ Edit or Delete Rows

• To update✏️ Edit or Delete Rows

• To update a row, modify the fields directly and press Save.
• To remove a row, click on the trash icon 🗑️.
• Fields highlighted in red indicate invalid or to-be-verified values.

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Practical Example

In the case shown:

These lines indicate that all listed items will be excluded from columns 100, 101, and 102 during the calculations of price lists or bills of materials.

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⚙️ Operational Tips

• Group similar items on the same line to reduce complexity.
• Maintain a consistent format (codes separated by commas, without spaces).
• Always use verification price lists to identify obsolete codes.
• After updating an exclusion, perform a recalculation in test mode to ensure the results are correct.