Update a price list
Change the name, effective dates, customer group, or warehouse scope of an existing list. Item prices are managed separately in its item rows.
- Open Sales → Sales Configuration → Pricing → Price lists. Match the list name and scope before choosing Update.
- In Update price list, change Price list name, the warehouse rows, Customer group, Start date, or End date as agreed.
- Review the current scope and dates together. A list meant for a particular group and warehouse should still describe that intended audience after your change.
- Choose Update price list.
- Reopen Update on the same list and compare the saved name, group, warehouses, and dates with your intended changes. Check its row status separately; saving details is distinct from choosing Activate or Disable.
Use Edit price list items when the change concerns a product, quantity band, or new price on an item row, or when you need to inspect its displayed discount and net price. Updating the list's group is not a reason to assume every account's existing assignments changed; inspect the affected customer account when checking pricing.
Before activating or continuing to use a revised list, compare its item rates with a representative customer and quantity. The price-list explanation explains the related checks and the effect of deleting a list and its child rows.