How can Price Lists add more control to your Orders?
Written by Cole Docherty
Updated at July 29th, 2025
- Release Notes
- Newly Released Features
- Getting Started
- Roles & Permissions
- Manifests
- Order Management
- Automations
- Employee Management
- Customer Management
- Customer Portal
- Stock Management
- Part Requests
- Price Lists
- Invoicing
- Reporting
- Custom Fields
- Integrations
- GSX
- Shipments
- Service Contracts
- Configuring Your Environment
- Incoming Part Allocation
Table of Contents
Adding Price Lists to An Order
When a new Order is created and the customer has a default price list set, it will be automatically linked to the Order. Otherwise, click Price List to select the correct Price List for the customer.
When a Price List is active on an Order, two new fields are visible:
-
Price List
- Shows the name of the Price List currently active for this Order. The Price list reference value is also displayed.
-
Price List Status
- Based on your Minimum, Maximum and BER settings, Orders will be held for approval at different Order Line totals.
Adding Price List Products to an Order
If an item is part of a Price List, the Price List drop-down is visible when adding a product to an Order. This will preselect the appropriate price from the customer's price list.
Note for GSX Users: Currently, only the Selling Price is available to use with a Price List. Apple's additional pricing tiers will be added in a future update.
The Price List Name is visible as a Tag on the Order Line.
Managing Price List Approvals (Quote Approval and BER Confirmation)
As Products are added to the Order, Fixably automatically compares the Order total to the Price List's Minimum, Maximum and BER settings.
When the Order total (including Tax/VAT) exceeds the Maximum value, the Price List Status is automatically updated to Pending Quote Approval.
A user with appropriate privileges can set the Order to Quote Approved status. This could also be where you send a Cost Estimate to the customer for approval. When using Roles & Permissions, you can control which users can approve these and move the order to the next step.
If the User adds more products to the Order, the Price List Status is again automatically updated to Pending Quote Approval.
When the Order total (including Tax/VAT) exceeds the BER value, the Price List Status is automatically updated to Pending BER Confirmation.
A user with appropriate privileges can set the Order to BER Confirmed status. When using Roles & Permissions, you can control which users can approve these and move the order to the next step.
