Price lists by state and channel
Different prices for a state, on- or off-premise, or how an account buys (direct or through the PLCB), with no account-by-account setup.
Every team has a Standard price list. Add more lists only where your price is different, such as "PA – PLCB", "PA – Direct" or "On-premise". Each list says which accounts it's for, so reps get the right price without choosing.
Prices: type only what's different
Under Sell sheets, open Prices. Each price list is a column, with a bottle and a case price for every product.
A new list starts as a copy of the list it's based on. Its prices show in grey, and you only type the ones that differ; those show in bold. When the base price changes, every grey price follows it. Clear a price to follow the base again.
To fill a list quickly, copy a block of prices from a spreadsheet and paste it into the first cell. Then choose Save prices.
Who each list is for
Choose Add price list, or Edit on a list. Give it a name, pick the list it's based on, then choose Add a match to say which accounts use it:
- State: the account's state, such as PA.
- Territory: one of your territories.
- Premise: on-premise (bars, restaurants) or off-premise (shops). This comes from each account's type.
- Buys through: how the account buys, such as Direct or PLCB. Set the choices under Buys through on the same page; reps then pick one on each account in the app. Leave it empty if your prices don't depend on it.
Leave anything that doesn't matter as Any. A list can have several matches.
Which list wins. The match that names the most wins, so "PA, buys through PLCB" beats "PA". When two matches name the same number of things, the one higher in Which list an account gets wins; use the arrows to reorder. Accounts nothing matches use Standard. Each list shows how many accounts it prices.
Examples:
- *Pennsylvania:* "PA – Direct" for state PA, and "PA – PLCB" for state PA, buys through PLCB.
- *On and off premise:* "On-premise" for premise on-premise, and keep Standard for everyone else.
Deals and sell sheets
Deals work the same way: under Deals, choose Deal prices on to set a list's own deal prices. A blank deal price follows the list it's based on.
On a sell sheet, the app starts with the account's own price list. A rep can switch to another list, for example when a Pennsylvania account orders direct instead of through the PLCB. The Sent tab shows which list each sheet used, and flags any price the rep changed.
Delete list removes a list with its prices and deal prices. Its accounts move to the next list that matches them, or to Standard.