Guideline to set up Pricelists in PoS

Following the Pricelists feature in the Sales application, Viindoo software also allows users to utilize Pricelists in Point of Sale.

Requirements

This tutorial requires the installation of the following applications/modules:

How to set up Pricelists in Point of Sale

In order to set up price lists for a point of sale, you need to navigate to Point of Sale ‣ Configuration ‣ Settings, then in the Pricing section, active the Pricelists feature. You have two options:

  • Multiple prices per product: Set multiple prices per product to apply to different customer groups.

  • Advanced price rules (discounts, formulas): Set prices per product based on advanced formulas.

Active Pricelists feature

Press Save.

On the interface of Point of Sale app, you can see a list of all the available pricelists at Point of Sale ‣ Products ‣ Pricelists.

See pricelists in viindoo pos

Once a Pricelist is created, navigate to Point of Sale ‣ Configuration ‣ Point of Sale ‣ Choose a point of sale to apply the pricelist ‣ In the Pricing section, there are two fields:

  • Default Pricelist: This is the first suggestion when there’s no other pricelist selected, no pricelist that satisfies required conditions, or the customer does not have any specific pricelist set up as default.

  • Advanced Pricelists: Make several pricelists available for the Point of Sale so that one can be selected during sales operation.

How to configure pricelists for point of sale viindoo pos Set up pricelists for point of sale viindoo pos

Working with Pricelist

Return to Dashboard ‣ Choose a point of sale ‣ Click New Session ‣ Choose a table to reserve and insert products in POS. At this stage, the software will analyze all the configured pricelists and choose the most suitable one.

Apply pricelist at a point of sale viindoo pos

If you want to apply a different pricelist, click on the pricelist field (currently shown as Public Pricelist (VND) in the example) and choose a preferred pricelist.

Choose a pricelist for point of sale viindoo pos Choose a suitable pricelist for point of sale viindoo pos

Based on the price set up on the pricelist, the system will automatically update the sale price of each product line.

Update newest price from pricelist viindoo pos