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.

To implement customer specific pricing, head to the Main Menu and select Company.

Then select the company you’d like to apply special pricing to. Scroll down to the action bar and select ‘Special Prices’.

Note: if the Special Prices tab is not visible, you must ensure you’ve set this company as a customer. Click Edit on the company record and ensure the box beside ‘I Sell to This Customer’ is checked. Then hit Save and Close and the tab should appear.

Select Add Special Price.

Then search for the product(s) you’d like to apply a special price to then click Ok.

Once added, select the product from the list and enter the desired pricing details.

You’re able to select a time period in which the special pricing will apply to avoid administrative errors associated with offering discounts for a limited time only.

You can add price breaks for the customer in question by following the prompts on the Special Pricing editor.

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.