DocsGoods ListPricing & Tax

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:

TierDefault nameWho it applies to
Tier 1RetailDefault for all clients
Tier 2WholesaleClients with type = Wholesale
Tier 3VIPClients in the VIP segment
Tier 4StaffClients tagged with staff
Tier 5CustomManually assigned per client

You can rename tiers in Settings → Pricing → Tier Names.

How the correct tier is selected

When a sales order is created:

  1. StockFlow checks if the client has a Custom price for this specific product — if yes, use it
  2. Otherwise, check if the client belongs to a Segment with an assigned tier — use that tier’s price
  3. Otherwise, use Retail price

Setting prices on a product

  1. Open a product in Goods List
  2. Click the Pricing tab
  3. Enter values for each tier you want to use (unused tiers can be left blank)
FieldNotes
Retail priceRequired. This is the fallback price used when no other tier applies.
Cost priceNot shown to clients. Used for margin reports and inventory valuation.
Wholesale priceOptional.
VIP / Staff / Custom priceOptional.

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:

  1. In Goods List, select products with checkboxes
  2. Click Bulk Edit → Retail price
  3. 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

  1. Go to Settings → Tax → + Add Tax Rate
  2. 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

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:

  1. Open a product
  2. Click the Pricing tab → + Add Promotion
  3. 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
  4. 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:

  1. Open the client record in Clients
  2. Click the Custom Prices tab
  3. Click + Add Custom Price
  4. Search for the product
  5. Enter the price
  6. Optionally set an expiry date
  7. 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:

  1. Go to Settings → Currencies → + Add Currency
  2. Enter the currency code and current exchange rate (or enable automatic rate updates via Open Exchange Rates API)
  3. 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.