docs: added price list to manage price lists (#2261)
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sidebar_position: 2
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# Create a Price List
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:::note
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This guide is coming soon.
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:::
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sidebar_position: 4
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# Delete a Price List
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:::note
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This guide is coming soon.
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:::
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sidebar_position: 3
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# Edit a Price List
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:::note
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This guide is coming soon.
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:::
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@@ -26,6 +26,4 @@ In the list, you can see price list details such as the name, description, and s
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## Learn More About Price Lists
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- [Create a Price List](./create.md)
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- [Edit a Price List](./edit.md)
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- [Delete a Price List](./delete.md)
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- [Manage a Price List](./manage.mdx)
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sidebar_position: 2
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import UiIcon from '@site/src/components/UiIcon';
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# Manage Price Lists
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In this document, you’ll learn how to create, update, and delete price lists and their related information.
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## Create a Price List
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To create a price list:
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1. Go to the Pricing page.
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2. Click on the “Add price list” button at the top right.
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This opens the form to create the price list in a new window. The form is split into different sections.
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### Price List Type
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In this section, choose the type of the price list. It can be either a Sale or an Override.
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### General
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In this section, enter the name and description of the price list. Both fields are required.
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### Configuration
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In this section, you can choose some optional configurations that determine how the price list will be applied:
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1. To specify the start or end dates:
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1. Toggle the “Price overrides has a start date” or “Price overrides has an expiry date” fields.
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2. Choose the date and time.
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2. To specify customer groups that this price list will be applied for:
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1. Toggle the “Customer availability” field.
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2. In the Customer Groups field, choose at least one customer group.
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### Prices
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In this section, you must choose at least one product and specify the prices you want to apply to at least one of its variants.
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1. To add product prices:
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1. Click on the “Add Products Manually” button.
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2. Choose at least one product from the list.
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3. Click the Save button. The products will then be seen under the Prices section.
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4. For each product you added:
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1. Click on the <UiIcon lightIcon="https://i.imgur.com/1hL8NiW.png" darkIcon="https://i.imgur.com/8LtkPqW.png" alt="plus" /> icon at its right.
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2. To add the same price for all variants:
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1. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to any of the variants.
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2. Choose “Edit Prices” from the dropdown.
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3. In the new window, choose the “Apply on all variants” option.
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4. Enter the price for each currency.
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5. Click on the “Save and close” button.
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3. To add a price for each variant:
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1. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to a variant.
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2. Choose “Edit Prices” from the dropdown.
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3. In the new window, choose the “Apply overrides on selected variants” option.
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4. Choose the variants that you want to apply the current pricing to.
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5. Enter the price for each currency.
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6. Click on the “Save and close” button.
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4. To remove a variant from the price list:
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1. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to the variant.
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2. Click on the Remove from List button.
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2. To remove products from the prices list:
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1. Click on the “Add Products Manually” button.
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2. Uncheck the products you previously added and want to remove.
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3. Click on the Save button.
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### Save the Price List
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To save the price list you can either:
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1. Click the “Save as draft” button to save the price list without publishing it;
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2. Or click the “Publish price list” button to save and publish the price list.
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---
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## View Price List Details
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To view a price list’s details:
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1. Go to the Pricing page.
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2. Click on the price list you want to view.
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---
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## Change Price List Status
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:::info
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Publishing a price list makes it and its prices available to customers. Unpublishing a price list makes it and its prices unavailable to customers.
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:::
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To change a price list’s status:
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1. Go to the Pricing page.
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2. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to the price list.
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3. Based on the current status, click on the Unpublish or Publish links in the dropdown to change the status.
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---
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## Edit Price List’s Configurations
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To edit a price list’s information and configurations:
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1. Go to the price list’s details page.
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2. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon in the first section.
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3. Choose “Edit price list details”.
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4. This opens a form in a new window that has the [same sections as the Create Price List form](#create-a-price-list), except for the Prices section. You can edit the price list’s general information, customer groups, and start and end dates.
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5. Once you’re done making changes, click on the Save changes button.
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---
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## Manage Prices
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### Add Product Prices
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To add new product prices:
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1. Go to the price list’s details page.
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2. In the Prices section, click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon.
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3. Click on “Edit manually” in the dropdown.
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4. This opens a new window with a form similar to the [Prices section in the Create form](#prices). You can search for or manually add products.
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5. Once you’re done, click on the “Save changes” button.
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### Edit a Product’s Prices
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To edit the prices in the price list:
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1. Go to the price list’s details page.
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2. Find the product you want to edit in the Prices section.
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3. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to it.
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4. Choose “Edit prices” from the dropdown.
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5. In the new window:
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1. Click on the <UiIcon lightIcon="https://i.imgur.com/1hL8NiW.png" darkIcon="https://i.imgur.com/8LtkPqW.png" alt="plus" /> icon next to the product’s name to expand the list of variants.
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2. Click on the <UiIcon lightIcon="https://i.imgur.com/RxZhOoi.png" darkIcon="https://i.imgur.com/iKh5Q7h.png" alt="right arrow" /> icon next to the variant you want to edit.
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3. Edit the prices of the variant for each currency.
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4. Once you’re done, click on the “Save and close” button.
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6. Once you’re done editing the product’s prices, click on the Save button.
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### Delete a Product’s Prices
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:::warning
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Deleting a product’s prices in a price list cannot be undone.
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:::
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To delete all the prices of a product in a price list:
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1. Go to the price list’s details page.
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2. Find the product you want to edit in the Prices section.
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3. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to it.
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4. Click on “Remove product” in the dropdown.
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---
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## Delete Price List
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:::caution
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Deleting a price list cannot be undone. Prices defined in the price list will no longer be available for the customers.
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:::
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To delete a price list:
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1. Go to the Pricing page.
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2. Click on the <UiIcon lightIcon="https://i.imgur.com/1ordBC6.png" darkIcon="https://i.imgur.com/dSwWYBH.png" alt="three dots" /> icon next to the price list you want to delete.
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3. Click on Delete in the dropdown.
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4. Confirm deleting the price list by clicking the “Yes, confirm” button in the pop-up.
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