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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 Special Prices from a customer record

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.

- 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.

Working with Special Prices from a Product record

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).

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.

Import Special Prices in bulk

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.

Add Location-Based prices for a customer

You can also add location-based pricing uniquely for the customer in question by following the prompts on the Special Pricing editor.

Then just hit Save and your pricing will update automatically during Quote, Invoice and Sales Order generation.

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