Skip to content
  • There are no suggestions because the search field is empty.

NetSuite: How to Set Price Level in Transactions

This article helps Webgility Desktop users configure Webgility Desktop to apply a specific Price Level when posting transactions to NetSuite. It explains how to enable and set this option so that all transactions created in NetSuite use the desired Price Level, even when multiple Price Levels exist at the item level.

Note: This article is for Webgility Desktop connected to NetSuite accounting system

Overview:

Running price levels in accounting system (like QuickBooks, NetSuite) helps automate and standardize pricing across customers and products. It enables customer-specific or tiered pricing, reduces manual errors, saves time in billing and order processing, and simplifies reporting and margin analysis.

Steps to follow:

  • In Webgility Desktop navigate to Connections then Accounting/POS/ERP go to Sync Settings > Orders and click on Transaction Settings.
  • Click on the chevron button to expand “Display these order related fields in the transaction”.
  • Enable Set Price Level in Transactions as by checking the box, and then select the desired price level from the list.
  • Once done then click on Save & Continue at the bottom.


Now try to post the order again.