Additional price lists and overrides

Create a second price list (retail, insurance, commercial), include products and override their prices, then point a proposal or layout at it.

Intermediate 7 minOwner / manager, Office & admin staff· Last checked 2026-10-03

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The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

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Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /pricing/price-lists, /pricing/price-lists/[priceListId], /edit/report/[reportId] · Guide last checked 2026-10-03

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Preconditions

A default product list and no additional lists yet.

Steps

1. Open Additional Price ListsDo: From the sidebar Price list page, or Settings → Products & Pricing → "Manage Price Lists", open /pricing/price-lists.Expect: Heading "Additional Price Lists" with "Manage custom pricing lists for different customer segments." and a table Name, Items, Created, Updated.Actual:
2. Create a listDo: Click "Create Price List", type a name such as "Insurance 2026" and confirm.Expect: The list appears with 0 items and actions Edit, Rename, Delete.Actual:
3. Include items and override pricesDo: Click Edit. In the "Product Items" table tick Include on the products this list covers, type an Override Price where it differs, and read Effective Price and Margin %. Click "Save" ("Reset" discards).Expect: Effective price equals the override where set, otherwise the base price.Actual:
4. Use it on a proposalDo: Open a proposal in the editor, click "Report Settings" and choose the list under "Pricing". For every future proposal from a layout, set it in the layout's "Layout Settings" instead.Expect: Quote item suggestions and prices now come from the selected list.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

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Notes / findings

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