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- Inventory
- Deactivating Products
- Requests For Quote
- Time Products
- Products
- Backorders
- Bay Locations
- Features
- Stock Tracking
- System Products
- Accounting details for Products
- Configuring Product Settings
- Products in Portal
- Suppliers
- Supplier Pricing
- Suppliers & Products
- Multi-currency for Purchasing
- Stock Transfers
- Barcodes
- Product Inventory Details
- Importing & exporting Product data
- Purchase Orders
- Managing Stock
- Stock Locations
- Stocktakes
- Product Batches
- Serial Numbers
- Different Price Types
- Inbound Shipments
- Working with Landed Costs
- Configurable Products
- Variable Products
- Time Billing
- Manufacturers and Suppliers
- FROM Location-based pricing
- TO Location-based pricing
- RFQ Web Templates
- Quantity-Based Price Breaks
- PO Web Templates
- Location-based Price Breaks
- Customer-Specific Pricing
- Deleting Special Prices
- Training
Customer-Specific Pricing
Customer specific pricing lets you to assign special prices for certain products that you sell to a customer. It’s simple and effective – dramatically cutting down on admin.
You can add pricing from:
- A customer record i.e. Company or Contact, either individually or in bulk.
- A Product record, either individually or in bulk.
- In bulk from the main Product screen.
When adding pricing, you can add the following types:
- Quantity breaks.
- Date ranges i.e. a start and end date for a price to apply, after which time it will cease. For example, I could have a special that ran EOFY from 1st of June to 30th of June and then the price would automatically return to normal on 1st July.
- Discounts that are based on either:
- Dollars $ – add or subtract a dollar amount from the standard price.
- Percent % – add or subtract a percentage amount from the standard price.
- Substitute – manually enter in a discounted price in dollars $.
Add prices individually
- From Companies or Contacts open any customer record and go to the Special Prices tab.
- Click on the Add Special Price button.
- A window will then display that allows you to select the Product you would like to enter the pricing for.
- Select as many Products as you require from the list and click on OK to proceed.
- The Products will then show in a list on the Special Prices tab.
- Click on any Product to open a window to configure pricing.
- From this screen you can set up quantity breaks and also date ranges on prices for a Product.
- When you are finished, click on Save to apply the changes.
Add prices in bulk
- From Companies or Contacts open any customer record and go to the Special Prices tab.
- Click on Download Import Template.
- The template download will automatically start (if it doesn’t your browser may be blocking the download).
Following is a sample of price import CSV using several different methods – providing a Discount $, a Discount % and manually entering in a discounted price (Substitute Price), all using Quantity Breaks.
The last price for Cafe Suburban also includes a date range when the price will apply.
You can download a copy of the example file by clicking here.
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- When you are ready to import, you can click on Import from CSV to open the importer.
- Then drag & drop or select your CSV file.
- When you are ready to start the import, click on Upload.
- Once the import has been completed, a confirmation message will show and you can click on Done to exit.
- You can then go and click on a Product to see the updated pricing.
Exporting prices for a customer
- From Companies or Contacts open any customer record and go to the Special Prices tab.
- Click on the Export To Excel button and a download will automatically start (if it doesn’t, your browser may be blocking the download).
- Following is an example of exported customer price data from a customer.
Add prices individually
- From Inventory > Products, open any Product record and go to the Special Prices tab.
- Click on the Add Special Price button.
- A window will then display that allows you to select the customer you would like to enter the pricing for.
- Select as many customers as you require from the list and click on OK to proceed.
- The customers will then show in a list on the Special Prices tab.
- Click on any customer to open a window to configure their pricing.
- From this screen you can set up quantity breaks and also date ranges on prices for a customer.
- When you are finished, click on Save to apply the changes.
Add prices in bulk
- From Inventory > Products, open any Product record and go to the Special Prices tab.
- Click on Download Import Template.
- The template download will automatically start (if it doesn’t your browser may be blocking the download).
Following is a sample of price import CSV using several different methods – providing a Discount $, a Discount % and manually entering in a discounted price (Substitute Price), all using Quantity Breaks.
The last price for Cafe Suburban also includes a date range when the price will apply.
You can download a copy of the example file by clicking here.
- When you are ready to import, you can click on Import from CSV to open the importer.
- Then drag & drop or select your CSV file.
- When you are ready to start the import, click on Upload.
- Once the import has been completed, a confirmation message will show and you can click on Done to exit.
- You can then go and click on a customer to see their updated pricing.
Exporting prices for a customer
- From Inventory > Products, open any Product record and go to the Special Prices tab.
- Click on the Export To Excel button and a download will automatically start (if it doesn’t, your browser may be blocking the download).
- Following is an example of exported customer price data from a Product.
From Inventory > Products you can import prices for many Products and customers at once.
- You will need to download the import template first and add your data to it.
- You can click here to download a copy.
- Or go to the Special Prices tab on any Product and choose Download Import Template.
- Then, in the top right hand corner of CRM, click on the Excel icon and select Import Customer Price Breaks.
- This will open the importer and allow you to drag & drop your file or select it.
- You can then click on Upload when you are ready to start the import.
- When the import is finished, a completion message will show and you can click on Done to exit the screen.