Your can also learn more about Suppliers here.

Supplier pricing can be configured from:

• Supplier records
• Product records

Configuring pricing from a Supplier

Per Product

Note that you must first have linked your Products to your Suppliers before you perform this step – if you haven’t, see this guide.

Open a Supplier record and go to the Supplier Prices tab and click on an item.

This will open a Supplier Prices Breaks pop-up where you can enter in:

• Quantity-based pricing
• Date-limited pricing i.e. a price that only applies within a set start and end period.

Click on the Add Break button to add a new line.

When you are done, click Save.

In bulk for many Products

This feature is particularly handy when a Supplier updates a price list or multiples prices at once.

Open a Supplier record, go to the Products tab and click on Download Import Template. The download of a .csv file will start automatically. If it doesn’t check that your browser isn’t blocking the download.

Open the .csv file, add the details and save it.

You must populate the Supplier Part Number field as CRM uses this to search for your Product and update the price. 

Then on the Products tab click on the Import Price List button, which will open the import wizard box.

Add your .csv file and follow the prompts to import your data.

Configuring pricing from a Product

Note that you must first have linked your Products to your Suppliers before you perform this step – if you haven’t, see this guide.

Open a Product record and go to the Supplier Prices tab and click on an item.

This will open a Supplier Prices Breaks pop-up where you can enter in:

• Quantity-based pricing
• Date-limited pricing i.e. a price that only applies within a set start and end period.

Click on the Add Break button to add a new line.

When you are done, click Save.