Assign Price List to Contacts

Manual: Assign Price List to Contacts via Bulk Action (OMS/WMS)

With this bulk action, you can assign a specific price list to multiple contacts at once within afosto.app (OMS/WMS).

This is mainly used for:

• B2B customers with customer-specific pricing.
• Wholesalers with different price tiers.
• Accounts with volume or contract pricing.
• Migrating customers to a new price list.

What does this bulk action do?

You link multiple contacts (customers) to one selected price list.

After processing:

• The customer immediately sees prices from that price list.
• Orders are calculated using that price list.
• Changes apply in real time throughout the entire OMS.

Step 1 Go to the bulk action

Log in to afosto.app.
Go to Contacts.
Open Bulk actions.
Choose Assign price list to contacts.

Step 2 Select price list and group

• Give your bulk action a unique reference.
• Select the price list whose prices you want to apply.
• Select the customer segment you want to use for this bulk action.
• Click Next to continue.

Step 3 Paste your data into the spreadsheet

You can copy and paste your data directly from Excel or Google Sheets.
The following column can be used (* = required):

What is required?

Email address (required)*

This is the email address of the existing contact in Afosto.

Important:

• The email address must exactly match the one in the system.
• The contact must already exist.
• Uppercase/lowercase does not technically matter, but check for typos.
• The link is made based on this email address.

How does this work in Afosto terms?

In OMS/WMS:

• A Contact is a customer record in the central CRM.
• A Price list determines which selling prices apply to that contact.
• A contact can only have one active price list at a time.

When you assign a new price list via this bulk action:

• The existing price list is overwritten.
• The new price list applies immediately to future orders.

Step 4 Check your input

Always verify:

• Do all email addresses exist in the system?
• Is this the correct price list?
• Are you aware that existing price lists will be replaced?

Tip: test with one contact first before processing large batches.

Step 5 Execute the bulk action

Click Execute.

• The system validates the email addresses.
• Any errors are shown per row.
• If successful, the price lists are linked immediately.

The price change takes effect instantly in:

• Quotes
• Orders
• Draft orders
• API integrations
• Frontend (for logged-in B2B customers)

Practical example

After processing, these three contacts are linked to the selected price list.

Important notes

• This bulk action replaces existing price list links.
• Only existing contacts can be updated.
• Changes apply instantly in real time.
• For large changes, test first with a small batch.