Spiro Quoting Module - Create and Manage Pricelists

You can now easily create, manage, and assign pricelists in Spiro to control how products are quoted for different customers. Pricelists allow you to configure product catalogs with different pricing, discount levels, and tax settings. Each version can have differences in terms of:

• Products available
• Discounts
• List prices
• Costs
• Descriptions

View Pricelists

In order to view your pricelists, go to Settings, click Products and you'll see an option for Pricelists. Here, you can see a list of all pricelists, whether they are active or not and click in to see the details.

Click the name of the pricelist to open the drawer.

Toggle to the second tab to see products that are added.

Click the details button to dive in.

Pricelist statuses - easily activate or deactivate a pricelist from the list view or the pricelist details page.

Create a Pricelist and Add Products

In order to create a new pricelist, click the New button on the top right of the screen

Here's what you can configure:

• Status: Defaults to Active but can be changed if you want to activate it later.
• Taxable: Set the default tax setting for all added products.

• Discount: Set a default discount for all added products. This can be overridden on the product level.

  Add All Products to the Pricelist:

  • Toggled On: All active and future products from your product book will automatically be added.
  • Toggled Off: Manually select products to include. The list does not update as new products are added.

Pricelist Details

All settings, including status, taxable flag, discount, and auto-add product toggle, can be adjusted after creation on the Pricelist Details page.

Here's what you can configure incase you missed it in the previous section:

• Status: Defaults to Active but can be changed if you want to activate it later.
• Taxable: Set the default tax setting for all added products.

• Discount: Set a default discount for all added products. This can be overridden on the product level.

  Add All Products to the Pricelist:

  • Toggled On: All active and future products from your product book will automatically be added.
  • Toggled Off: Manually select products to include. The list does not update as new products are added.

Manage or Update Pricelists

Add Products

Go to the Add Products tab to search or filter your product book. Use the “Show Only Selected” toggle to review your choices before clicking Add to Pricelist.

Manage Pricelist Products

Update product-level pricing, discounts, or remove products individually or in bulk using checkboxes and mass actions.

Use mass actions - Easily add a discount to multiple items (if you didn't set a default) or remove multiple items from a pricelist

Assign Pricelist as Default

You can assign a default pricelist on a per-company basis. Navigate to the company record and set the default under the pricelist field. All quotes for that company will now pull products and prices from the assigned list.

Questions? support@spiro.ai