Customer Specific Pricing
Customer-specific pricing lets you set discounts for customers or groups, applying negotiated rates to select products.
Customer-specific pricing allows you to set unique prices for individual customers or customer groups, giving you flexibility to tailor deals, reward loyalty, or meet contract requirements. Instead of applying the same standard price list to everyone, you can assign special rates that automatically apply when that customer places an order. This makes managing agreements simple, reduces manual adjustments, and ensures accuracy at checkout.
This document will guide you through:
In order to apply customer specific pricing to a single customer you will need to ensure you have added the customer (see the Adding Customers, Leads & Customer Groups document) or the customer has placed an order with you in Supply'd already.
Adding Customer Specific Pricing to an Individual Customer
Click Add Pricing or Add+
Click 
, or Add + in the top right corner.
The 
button will only appear if the customer does not already have specific pricing set.
The Add Customer Pricing form will open.
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
Complete the fields as per the guidelines below:
Adjustment
The type of adjustment and the amount to apply to the customer’s pricing.
Adjustment Type* [required]
Select the type of adjustment you would like to apply.
Discount %: Discount by a percentage amount, eg. 10% off.
Discount $: Discount by a fixed dollar amount, eg. $5 off.
Increase %: Increase by a percentage amount, eg. 10% increase.
Increase $: Increase by a fixed dollar amount, eg. $5 increase.
Price Override: Override the price to a new price, eg. $9.90.
Discount % / Discount $ / Increase % / Increase $ / Price Override
This field will depend on what is selected in the Adjustment Type field. Enter either the percentage or dollar amount for the price increase or decrease, or a specific item price when Price Override is selected.
Apply Adjustment
Choose where the adjustment should be applied. This determines whether the pricing change applies to all products, specific categories, or individual items for that customer.
Apply Adjustment To* [required]
Select whether you want the adjustment to apply to All Products or only Select Products for this customer.
When Select Products is selected, extra fields - Categories and Products - will appear
Categories
Select the categories to which you want to apply the price adjustment. Leave the field blank if you do not want to apply it to any categories.
Clicking or typing in the field will display a list of your categories to choose from.
Products
Select the specific products to which you want to apply the price adjustment.
Clicking or typing in the field will display a list of your products to choose from.
You can apply pricing adjustments to both entire categories and individual products at the same time. This is useful when the same adjustment applies to a full category and also to specific items from other categories. You don’t need to filter by category first - just select the category and any individual products you want, regardless of where they belong.
Take care to avoid conflicting pricing rules, since the system will apply the first eligible rule in the list when you create a sales order. For example, if you have a 10% discount on all products listed before a 50% discount on selected items, the system will apply the 10% discount.
Adding Customer Specific Pricing to a Customer Group
To apply customer specific pricing to a group of customers:
Click Add Pricing or Add+
Click , or Add + in the top right corner.
The Add Customer Pricing form will open. Complete the form as per the guidelines above for Adding Customer Specific Pricing to an Individual Customer .
Editing Customer Specific Pricing
To edit a pricing for a customer:
Select Customers from the main menu to open the Customers page.
Click on the customer you would like to edit the pricing for.
Go to the Pricing tab and click on the discount you would like to edit.
The Edit Customer Pricing form will open.
Change any details required, as per the guidelines for adding the pricing.
Click the 
button to update the pricing for this customer.
Editing Customer Specific Pricing for Groups
To edit a pricing for a customer group:
Select Customers from the main menu to open the Customers page.
Go to the Groups tab and click on the group you would like to edit the pricing for.
Go to the Pricing tab and click on the discount you would like to edit.
The Edit Customer Pricing form will open.
Change any details required, as per the guidelines for adding the pricing.
Click the button to update the pricing for this customer group.
Removing Customer Specific Pricing
To remove a customer pricing:
Select Customers from the main menu to open the Customers page.
Click on the customer you would like to edit the pricing for.
Go to the Pricing tab and click on the discount you would like to edit.
The Edit Customer Pricing form will open.
Click on the 3 dots in the top right and select Remove Pricing. You will be asked to confirm.
Removing Customer Specific Pricing for Groups
To remove a pricing for a customer group:
Select Customers from the main menu to open the Customers page.
Go to the Groups tab and click on the group you would like to edit the pricing for.
Go to the Pricing tab and click on the discount you would like to edit.
The Edit Customer Pricing form will open.
Click on the 3 dots in the top right and select Remove Pricing. You will be asked to confirm.
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