Create pricing for a Product (based on where you’re selling TO)

The first thing you’ll want to do is set up your Sales Regions. By default, there is a Sales Regions for each Australian State/Territory, however, if you’d like to edit these here’s what to do:

Head to Admin > Settings > My Company > Sales Regions.

Once you click this, you’ll see a range of customisable lists. To edit the available regions, click Sales Regions.

Click Add and define a name for the new region, then click Save.

Also see our full guide on Sales Regions.

To assign a customer to a specific sales region:

On a single record

• You can use the Sales Region field on Companies and Contacts to segment your customers and suppliers – just select the applicable region.

• The field will appear on the saved form.

In bulk for multiple records

If you need to do this for a small batch of records, you can do it using bulk update from the grid in Companies and Contacts:

• Select the records you would like to update.
• Click on the Update button on the toolbar.
• Select the Sales Region field from the pop-up window and select the desired value.
• Click on Update to apply the change to the records.

If you have a large batch of records, exporting the data to Excel, then updating the value and importing it back into CRM to update the records is a good option.

To create location specific pricing based on where you are selling TO, head to the Main Menu > Inventory and select Products or Products I Sell.

Open the desired product record and locate the Price Breaks tab.

• You can de-select the Same Price For All Locations box so that you can then see and set pricing for each Sales Region.
• You can then edit each Sales Region with the desired pricing.
• Once you’ve set up your pricing, click Save Changes and your pricing levels will be automatically updated when you generate Quotes, Sales Orders and Invoices.