# Date Wise Pricing

<p class="doc-lead">Date Wise Pricing stores item selling prices effective from a specific date and time. Prices can differ by unit and customer group. Use it after pricing rules and before basic pricing in the sale price resolution chain on bill entry.</p>

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<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/sales/date-wise-pricing?id=overview">Overview</a>
<a href="#/sales/date-wise-pricing?id=fields">Fields</a>
<a href="#/sales/date-wise-pricing?id=how-it-works">How It Works</a>
<a href="#/sales/date-wise-pricing?id=actions">Actions</a>
<a href="#/sales/date-wise-pricing?id=faq">FAQ</a>
<a href="#/sales/date-wise-pricing?id=related">Related</a>
</div>
</div>
</div>

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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Sales → Settings → Date Wise Pricing</b> from the left menu.

Unlike transaction documents, Date Wise Pricing is a grid editor — pick a date, filter items, edit prices inline, optionally run price dependency formulas, and save in bulk.

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Item Code | Item identifier. Click for item quick view. |
| Item Name | Item description. |
| Unit | Unit of measure for the price row. |
| Price | Selling price effective from the selected date. |
| Customer group columns | Dynamic columns for customer-group-specific prices when configured. |

<b>Filters</b>

| **Control** | **Description** |
|-------------|-----------------|
| Date | Effective date for the price grid. Click <b>Generate</b> to load prices. |

<b>List header actions</b>

| **Action** | **Description** |
|------------|-----------------|
| New | Add a price row for an item and unit not yet in the grid. |
| Update | Save all edited prices on the current page. |
| More menu | Export to Excel, CSV upload with template download, logout app/web users after bulk price change. |

<b>List widgets</b>

| **Widget** | **Description** |
|------------|-----------------|
| Item quick view | Click an item code to preview the item. |
| CSV import | Bulk upload date-wise prices from a template file. |
| Pagination | Navigate large price lists page by page. |

<b>Date Wise Pricing</b>

<img src="sales/images/datewiseprice.webp" alt="Date Wise Pricing list" loading="lazy">

<b>New Unit Price</b>

<img src="sales/images/datewiseprice1.webp" alt="New unit price form" loading="lazy">

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<h2 id="fields">Fields</h2>

<h3>List grid</h3>

| **Column** | **Description** |
|------------|-----------------|
| Item Code | Item identifier. Click for item quick view. |
| Item Name | Item description. |
| Unit | Unit of measure for the price row. |
| Selling price | Default price for the item and unit on the selected date. Editable when your role allows editing. |
| Customer group columns | One column per active customer group when customer group access is enabled. |

<h3>Filters</h3>

| **Control** | **Description** |
|-------------|-----------------|
| Date | Effective date and time for prices shown and saved. |
| Item Group | Optional filter to load items in a group only. |
| Item | Optional filter to a single item. |

<h3>New unit price form</h3>

| **Field** | **Description** |
|-----------|-----------------|
| Date * | Effective date and time for the new price row. |
| Item * | Saleable active item. |
| Unit * | Unit of measure. Filtered to units valid for the selected item. |
| Selling price * | Sale rate for this item, unit, and date. |
| Customer Group | Optional. Sets a group-specific price instead of the generic price. |

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<h2 id="how-it-works">How It Works</h2>

<h3>Price resolution on sale bills</h3>

When an item is selected on a sale bill, Date Wise Pricing is checked after:

<ol>
<li>Previous customer price (if enabled in <a href="#/sales/sale-settings-config">Sale Settings</a>)</li>
<li><a href="#/sales/custom-pricing">Pricing Rule</a> (customer → group → category → generic)</li>
</ol>

If no date wise price exists for the transaction date, item, and unit, the system falls back to <a href="#/sales/basic-pricing">Basic Pricing</a>.

Within Date Wise Pricing rows for the same item and unit, a customer-group-specific price takes priority over the generic (blank group) price.

<h3>Price Dependency integration</h3>

When <a href="#/sales/price-dependency">Price Dependency</a> rules exist, use <b>Calculate Dependencies</b> on this screen to recompute derived item prices from source item prices using each rule's formula and round-to setting. This updates prices in the grid before you click <b>Update Price</b>.

<h3>Connected reports</h3>

Date wise prices affect rates on saved sale transactions. Review resulting sales in:

<ul>
<li><a href="#/sales/reports/sale-report">Sale Report</a></li>
<li><a href="#/sales/reports/item-wise-sale-report">Item Wise Sale Report</a></li>
<li><a href="#/sales/reports/profit-item-report">Item Wise Profit Report</a> (when estimated cost is configured)</li>
</ul>

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<h2 id="actions">Actions</h2>

| **Action** | **Description** |
|------------|-----------------|
| Generate | Loads the price grid for the selected date and filters. |
| New unit price | Opens the form to add a price row. |
| Calculate Dependencies | Applies all active Price Dependency formulas to the current grid. |
| Update Price | Saves all edited prices for the selected date. |
| Export | Exports the current grid to Excel. |
| Import CSV | Bulk import prices for the selected date (admin). |

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<h2 id="faq">FAQ</h2>

<b>What is the difference between Date Wise Pricing and Pricing Rule?</b><br>
Pricing Rules match customer, date range, quantity slabs, and discount schemes with higher priority. Date Wise Pricing sets a base price effective from a date, optionally per customer group.

<b>Can the same item have different prices per unit?</b><br>
Yes. Each item + unit combination has its own row. Additional units appear as separate rows when prices exist for them.

<b>Does Date Wise Pricing post to accounts?</b><br>
No. It only affects the rate suggested on sale bill entry and saved on transactions.

<b>How do price dependencies apply?</b><br>
When an item uses a <a href="#/sales/price-dependency">Price Dependency</a> formula, the price is calculated from the source item's price in this grid for the same effective date.

<b>Can I set different prices per customer group?</b><br>
Yes. Customer group columns let you maintain group-specific effective prices on the same date-wise sheet.

<b>Which price wins on a backdated bill?</b><br>
The price effective on the bill date is used. Future-dated price lists do not apply to earlier-dated transactions.

<b>Does date-wise pricing override basic pricing?</b><br>
Yes, when a date-wise row exists for the bill date. Pricing rules and previous customer price still rank higher in the full resolution chain.

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/sales/basic-pricing">Basic Pricing</a></li>
<li><a href="#/sales/custom-pricing">Pricing Rule</a></li>
<li><a href="#/sales/price-dependency">Price Dependency</a></li>
<li><a href="#/sales/sale-settings-config">Sale Settings</a></li>
<li><a href="#/sales/sale-settings">Sale Settings hub</a></li>
</ul>