Sending a Price List to a Customer

When a customer asks “send me what you have in white gold rings under $5,000” or “give me prices on these specific items”, the Price List report is what you want. Build a custom list of finished-goods inventory, pick which price field to show, and email it (with a PDF attachment) or save the PDF to share another way.

Live at Reports → Price List (customer).

Scope: finished goods only

This price list covers Jewelry and Watches. Loose stones don’t appear in the picker:

• Loose diamonds — use the dedicated Diamond Price List report. It shows the columns dealers actually need (shape, size, color, clarity, $/ct, %/Rap, lab, measurements) and can attach the lab certificates to the email.
• Loose colored stones and pearls — there’s no dedicated tool yet. If you need to send these, contact us and we’ll build it.

The 4-column format here (Photo / Stock # / Description / Price) doesn’t carry the data a stone buyer needs, so we steer those workflows to the right tool.

Build the list

1. Pick a price field — Price 1, Price 2, Price 3, or Retail. This is the only column the customer will see; choose what’s appropriate for that customer’s tier.
2. Click “Add items” to open the picker.
3. In the picker, type a stock # or keyword (description, style, category, watch model — same search as the inventory list pages). Results show jewelry and watches with a small badge marking each.
4. Click rows to add them. Already-added rows show a checkmark; click again to remove.
5. Press Enter to add the first matching result and clear the input — useful for rapid stock-#-scanning (“000123 ↵ 000147 ↵ 000089 ↵”).
6. Click Done when finished. Reopen the picker any time to add or remove.

Only items you currently own appear in the search — anything sold, returned, or scrapped is automatically filtered out. Items currently on memo to someone else still show (you still own them).

Send it

The selection table on the page is the preview — what you see is what the customer will get. Two output paths from the top right:

• Download PDF — saves a 4-column document (Photo / Stock # / Description / Price) with your store branding. Use this for WhatsApp, file sharing, or to print.
• Email — opens the email dialog. The PDF is attached by default and the same content is also rendered inline in the email body so the customer can scroll the items in their email client without opening the attachment.

In the email dialog you can either pick a customer (the picker auto-fills their email and includes their name on the price list header) or just type a recipient address directly — both work, customer is optional.

Tips

• Reorder doesn’t matter much — Stock # column shows a 6-digit padded reference; customers reply with stock numbers, not row positions.
• Long descriptions wrap onto multiple lines in the PDF; the row sizes accommodate.
• Subject defaults to “Price List” — change it in the email dialog if you want something more specific (“Price List — Bridal Rings” etc).
• Personal note appears at the top of the email body — good for context like “Here are the pieces we discussed yesterday”.
• Audit log captures every send: action emailed_price_list with recipient, item count, price field, and whether the PDF was attached.

What this is not

The price list is not a marketing email blast. It’s designed for one customer at a time — a personal communication, not a list send. If you need a real broadcast tool, that’s a separate feature (not built today).

It’s also not a quote with a total — there’s no grand total at the bottom because no customer is going to buy every item on the list.