Different Price Types

the CRM lets you define unlimited price levels which you are able to assign to customers for easy selling – anything you quote that client will be priced correctly automatically. You can use this functionality to sell products at unique prices to different clients with ease. By default, you’ll have 3 price levels – Retail, Wholesale and Trade.

To edit the price types, head to the Main Menu, Expand the Admin section, Click Settings and scroll down to click Product Settings.

You’ll then reveal a range of customisable lists. To edit the price types, click Price Type, then click Add.

Define a name for the new price level and ensure you check the box beside ‘Is Active’ to make the price type available.

By default, every customer will be assigned ‘Retail’ pricing. To change the customer price type, head to a customer record and click Edit.

Ensure the box beside ‘I Sell to This Customer’ is checked. Then select the desired Price Type from the dropdown menu.

To modify the default price type, head to the Main Menu, expand the Admin section and select General.

Then locate the Pricing section and use the ‘Default Customer Price Type’ field to select a new option. Then scroll to the bottom and click Update.

To edit the pricing policy at each price level, head to the Main Menu and expand the Sales module. Then select Products.

Open the desired product record and locate the Price Breaks tab in the action bar.

You’ll see there is a price column for each Price Type that exists. Simply enter the desired price in each respective field, hit Save Changes, and your pricing will be updated automatically when creating quotes, invoices, sales orders etc. based on the price type assigned to the customer.