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

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):

[object Object]

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

[object Object]

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.