Pricing & Tax
StockFlow supports multiple pricing tiers per product, automatic tax calculation, time-limited promotional prices, and client-group-specific pricing rules.
Pricing tiers
Each product can have up to five named pricing tiers:
| Tier | Default name | Who it applies to |
|---|---|---|
| Tier 1 | Retail | Default for all clients |
| Tier 2 | Wholesale | Clients with type = Wholesale |
| Tier 3 | VIP | Clients in the VIP segment |
| Tier 4 | Staff | Clients tagged with staff |
| Tier 5 | Custom | Manually assigned per client |
You can rename tiers in Settings → Pricing → Tier Names.
How the correct tier is selected
When a sales order is created:
- StockFlow checks if the client has a Custom price for this specific product — if yes, use it
- Otherwise, check if the client belongs to a Segment with an assigned tier — use that tier’s price
- Otherwise, use Retail price
Setting prices on a product
- Open a product in Goods List
- Click the Pricing tab
- Enter values for each tier you want to use (unused tiers can be left blank)
| Field | Notes |
|---|---|
| Retail price | Required. This is the fallback price used when no other tier applies. |
| Cost price | Not shown to clients. Used for margin reports and inventory valuation. |
| Wholesale price | Optional. |
| VIP / Staff / Custom price | Optional. |
Quick-fill from cost price
Click Set prices from cost price to auto-calculate all tiers based on markup percentages you define in Settings → Pricing → Default Markups.
Bulk price updates
To update prices for multiple products at once:
- In Goods List, select products with checkboxes
- Click Bulk Edit → Retail price
- Choose update type:
- Set to fixed amount — useful for clearance
- Increase by % — e.g. annual price review
- Decrease by % — e.g. promotional discount
- Set markup over cost — recalculate from current cost price
Changes apply immediately to future sales orders.
Tax rates
Creating a tax rate
- Go to Settings → Tax → + Add Tax Rate
- Enter:
- Name — e.g.
VAT 20%,GST 10%,Sales Tax 8.5% - Rate (%) — e.g.
20 - Type — Inclusive (price already includes tax) or Exclusive (tax added on top)
- Applies to — All products, or selected categories only
- Name — e.g.
Assigning tax to a product
On the product form, select a tax rate from the Tax rate dropdown. If left blank, the product is treated as tax-exempt.
Tax on invoices
StockFlow shows taxes as line items on invoices. If you use inclusive tax (e.g. UK VAT), the invoice shows the tax amount extracted from the total. If exclusive, the tax is added on top of the subtotal.
Promotional pricing
You can set time-limited sale prices without permanently changing the standard price:
- Open a product
- Click the Pricing tab → + Add Promotion
- Set:
- Promotional price — the discounted price
- Start date — when the promotion begins (defaults to now)
- End date — when the promotion expires (required)
- Applies to — All clients, or specific segments only
- Click Save Promotion
During the promotion period, the promotional price is used automatically when creating sales orders. After the end date, prices revert to standard tiers without any manual action.
Active promotions appear with an orange PROMO badge in the Goods List.
Per-client custom pricing
To set a unique price for one specific client:
- Open the client record in Clients
- Click the Custom Prices tab
- Click + Add Custom Price
- Search for the product
- Enter the price
- Optionally set an expiry date
- Click Save
Custom prices override all tier and promotional prices for that client.
Currency
By default, all prices are stored in your account’s default currency. If you deal with international clients:
- Go to Settings → Currencies → + Add Currency
- Enter the currency code and current exchange rate (or enable automatic rate updates via Open Exchange Rates API)
- On the client record, set their Default currency
When a sale is created for a client with a non-default currency, StockFlow converts prices using the stored exchange rate and shows the invoice in the client’s currency.