# Create a New Price List

Staff can create a new price list by importing items using the downloaded template, copying items from an existing price list, or using a combination of both methods. 

{% hint style="warning" %}
Before creating a price list, create the related [**Price Group**](/uniteemr/master-modules/insurance/price-group.md).
{% endhint %}

{% hint style="info" %}
Based on the configuration, staff can map the **Price Lis**t to **Doctor** or **Speciality**. When this feature is enabled, staff map it during creation or update.
{% endhint %}

***

### Steps to Create a New Price List

* Open the **Price Master (Home > Admin > Items > Price Master)** screen.
* Click the **NEW PRICE LIST**, and then select a creation method.\
  \&#xNAN;***Note:** Choose any one method to create a new price list.*

  <figure><img src="/files/dImqojdKAQxpT3PEzJFz" alt=""><figcaption></figcaption></figure>

  * [**CREATE NEW PRICE LIST**](#id-1.-create-new-price-list)
  * [**UPLOAD ITEMS FROM EXCEL SHEET**](#id-2.-upload-items-from-excel-sheet)
  * [**COPY ITEMS FROM EXISTING PRICE LIST**](#id-3.-copy-items-from-existing-price-list)

#### 1. **Create New Price List**

* Select **CREATE NEW PRICE LIST** option from the list. This action opens the pop‑up screen.

  ***Note:** To import a price list, first download the template file using the **Download Template** option in the dashboard.*

  <figure><img src="/files/j8RDHbE69q0Ph9LqKoNq" alt=""><figcaption></figcaption></figure>

  * Enter the **PRICE LIST NAME**, select one or more **CLINICS**, and set the **VALIDITY** using the date pickers.

    <figure><img src="/files/qWVbsj9zDIEZ0xtgBGYl" alt="" width="375"><figcaption></figcaption></figure>
  * In the **Attached To** section, select the **Price Group**, and then select the **Insurance** and **Network** (if applicable).\
    \&#xNAN;***Note:** If configured, additional fields such as **Doctor** or **Speciality** appear to map the **Price List** to a doctor or speciality.*
  * Enter the **Disc.%** (if required), and click **SAVE** to save the details. After saving the record, the details are displayed in the left side panel or section.
* Use the **PRICE LIST MAPPING** button to add multiple prices one by one using the same steps above.

  <figure><img src="/files/EsGfisPZss89DCW8AtWQ" alt="" width="230"><figcaption></figcaption></figure>
* Either use the **Import** option to import the file, or use the **Copy from Price List** option to copy the existing items to the current price list.

  <figure><img src="/files/NWPeRElc96brYq3nEFvY" alt=""><figcaption></figcaption></figure>

  If required, use the **Item Search** field to locate items, specify the discount value (**Disc. %** or **Disc. Amt**), and click **APPLY** to apply the discount to the selected item(s).
* Click the **VERIFY AND COMPLETE** button to create the Price List.

  <figure><img src="/files/LyvxEuT6gbhjqfnZkckZ" alt=""><figcaption></figcaption></figure>

#### 2. **Upload Items From Excel Sheet**

* Select **UPLOAD ITEMS FROM EXCEL SHEET** from the list and upload the completed Excel template file.

  ***Note:** To import a price list, first download the template file using the **Download Template** option in the dashboard.*

  <figure><img src="/files/wffSYNTTEnAH97RFy4Fu" alt=""><figcaption></figcaption></figure>
* After the upload, the **Upload Summary** screen opens.&#x20;
* Review the summary:

  * **Total Items** shows the total number of rows processed.
  * **Valid Items** shows records ready for import.
  * **Error Items** shows records that require correction.

  <figure><img src="/files/LTmaJ0ZjXs3FwjaUQw3d" alt=""><figcaption></figcaption></figure>
* Click **PROCESS WITH VALID ITEMS** to import only valid records.\
  \&#xNAN;***Note:** Use the **FIX ERROR ITEMS AND UPLOAD** button to correct errors and re-upload the items.*
* Enter the **Price List Name** and other required details, similar to the [**Create New Price List** ](#id-1.-create-new-price-list)option.

  <figure><img src="/files/VCZOYixyfxi6Rqt7uVFh" alt=""><figcaption></figcaption></figure>
* Click the **VERIFY AND COMPLETE** button to create the Price List.

#### 3. **Copy Items From Existing Price List**

* Select **COPY ITEMS FROM EXISTING PRICE LIST** option from the list. This action opens the **Copy Items From Existing Price List** pop-up

  <figure><img src="/files/Z4E314x0lYmsaxfIidY7" alt=""><figcaption></figcaption></figure>

  * Select the required **Clinic** from the dropdown.
  * Use the **Search Price List** field to find a specific price list, if required. Apply filters such as **Price Group**, **Insurance**, and **Network** to refine the list.
  * Select the checkbox corresponding to the required **Price List Name**.
  * Click **VERIFY** to proceed with copying items.
* Enter the **Price List Name** and other required details, similar to the [**Create New Price List**](#id-1.-create-new-price-list) option.
* Click the **VERIFY AND COMPLETE** button to create the Price List.

{% hint style="info" %}
To update or modify price list details and to correct error items, refer to the [**Price List Management**](/uniteemr/master-modules/items/price-master/price-list-management.md) topic.
{% endhint %}

***


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