Price lists

How to create differential price lists, assign them to customers and understand automatic price resolution in invoices and POS.

Updated: April 5, 2026

Price lists let you handle differential pricing by channel, segment or customer without having to change the product price each time. For example: counter price, wholesale price, distributor price, promo price.

contable.io applies the right list automatically when you create an invoice or sell at the POS, following a clear priority hierarchy.

Price lists

Price resolution hierarchy

When you add a product to an invoice or quotation, contable.io looks up the price in this order:

  1. Customer-assigned price, if they have a specific price list.
  2. Default list price, if active for the operation type (retail, wholesale, etc.).
  3. Product price defined on its master record.
  4. Zero (last resort, if nothing is configured).

First match wins. This lets you have a general scheme (wholesale list) and one-off exceptions (a customer with extra discount) without overwriting anything.

Create a price list

  1. Go to Sales → Price lists → + New list.
  2. Give it a clear name (e.g. Bogotá Wholesalers, Monthly Promo).
  3. Define validity: start date, end date (optional).
  4. Pick whether the list applies as fixed price per product or as percentage discount over the base price.
  5. Save.

Load prices into the list

Once created, add products to it:

  • Manually, searching product by product and assigning price.
  • By bulk Excel import: download the template, fill it, upload it.
  • By category: apply the same percentage discount to a whole category.

Assign list to a customer

  1. Open the contact in Contacts.
  2. In the Commercial tab, find the Price list field.
  3. Pick the matching list.
  4. Save.

From that point, every invoice, quotation or POS sale for that customer will apply the prices automatically.

Full example

Imagine you sell Olive oil 1L with a base price of $25,000.

You have two lists:

  • Wholesale: $20,000 (20% discount)
  • Distributors: $18,000 (28% discount)

You configure three customers:

CustomerList assignedPrice they see
Corner StoreNone$25,000 (base)
Sun SupermarketWholesale$20,000
Andean Distributor S.A.S.Distributors$18,000

When you invoice Andean Distributor, the line automatically appears at $18,000. You don’t have to remember the special price.

Expiry and time-bound promotions

If the list has an end date, contable.io stops applying it automatically the next day. Useful for one-off promos:

  • Black Friday 2026 list valid Nov 27 to 30.
  • Assigned to “all customers” for those days.
  • Disables itself with no intervention.

Common errors

  • Price doesn’t change when selecting customer. Check that the list has the product loaded and that its validity covers today.
  • Two active lists give different prices. Remember the hierarchy: customer’s list always wins over default list.
  • POS shows base price. The POS also respects the list, but requires assigning a customer before charging. If you sell to “End consumer”, base price applies.

See also