# Customer Specific Pricing

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:

* [#adding-customer-specific-pricing-to-an-individual-customer](#adding-customer-specific-pricing-to-an-individual-customer "mention")
* [#adding-customer-specific-pricing-to-a-customer-group](#adding-customer-specific-pricing-to-a-customer-group "mention")
* [#editing-customer-specific-pricing](#editing-customer-specific-pricing "mention")
* [#editing-customer-specific-pricing-for-groups](#editing-customer-specific-pricing-for-groups "mention")
* [#removing-customer-specific-pricing](#removing-customer-specific-pricing "mention")
* [#removing-customer-specific-pricing-for-groups](#removing-customer-specific-pricing-for-groups "mention")

{% hint style="warning" %}
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](/customers/adding-customers-leads-and-customer-groups.md) document) or the customer has placed an order with you in Supply'd already.
{% endhint %}

***

## Adding Customer Specific Pricing to an Individual Customer&#x20;

{% stepper %}
{% step %}

#### Go to the Customers Page

Select **Customers** from the main menu. The **Customers** page will open, showing a list of all your customers.

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

![](/files/HtOLsOt5NmMYdwNQBcBP)

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Select the Customer

Select the customer you want to set specific pricing for.

<figure><img src="/files/ohXEB2H8QQD7KiCCPCqQ" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/pVa5MMQkn4xOrmhuC8uY" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ohXEB2H8QQD7KiCCPCqQ" alt=""><figcaption></figcaption></figure>

The selected customer’s page will open, displaying all of their details.

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/nbVICjPDZTl45CgXWApe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Go to the Pricing Tab

The **Pricing** tab lists any customer-specific pricing that has been added for that customer, such as special discount.

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/HYzKPjeG61I55P5DavbW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Add Pricing or Add+

Click <img src="/files/C5qtMl8RQNDQBmBq3kkK" alt="" data-size="line">, or **Add +** in the top right corner.

<figure><img src="/files/986PY5PmrxYF3npY9y5P" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The <img src="/files/C5qtMl8RQNDQBmBq3kkK" alt="" data-size="line"> button will only appear if the customer does not already have specific pricing set.
{% endhint %}

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/LsNs78yJAjOFDDc5EcUv" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

The **Add Customer Pricing** form will open.

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/prxuswCj8aizlkOYyvsd" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/986PY5PmrxYF3npY9y5P" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
To open or close the sections on this form click the little arrows to the right of the titles (as circled in red above).
{% endhint %}

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

Complete the fields as per the guidelines below:

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Adjustment

The type of adjustment and the amount to apply to the customer’s pricing.

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/FnWM6gK05INRaP8v2OXB" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mvjKSVQJGan1OlVD7GFe" alt=""><figcaption></figcaption></figure>

**Adjustment Type\* \[required]**

Select the type of adjustment you would like to apply.

<figure><img src="/files/986PY5PmrxYF3npY9y5P" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/5jKMTYsk3rIdrvoTD120" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/986PY5PmrxYF3npY9y5P" alt=""><figcaption></figcaption></figure>

<br>

* **Discount %:** Discount by a percentage amount, eg. 10% off.<br>

  <figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/boy5uGjIuOFaAwyiVtRx" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/q63WB2AyttatCZHZ025N" alt=""><figcaption></figcaption></figure>

* **Discount $:** Discount by a fixed dollar amount, eg. $5 off.<br>

  <figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/7etEoR5FZurBv4KNPFRM" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/kyaKZ8rPl2Q2i9ZC8W2q" alt=""><figcaption></figcaption></figure>

* **Increase %:** Increase by a percentage amount, eg. 10% increase.<br>

  <figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/95AfwSICzkhZNquvzByw" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

* **Increase $:** Increase by a fixed dollar amount, eg. $5 increase.<br>

  <figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/2nhcHowI78FXmoyLPLKW" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

* **Price Override:** Override the price to a new price, eg. $9.90.\ <br>

  <figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

  <figure><img src="/files/lDx5ob5H0gBpbZRCPJRh" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="/files/ohXEB2H8QQD7KiCCPCqQ" alt=""><figcaption></figcaption></figure>

***

#### 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.

<figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/2QQJ3rAGJWEDcYeFlwta" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

**Apply Adjustment To\* \[required]**

Select whether you want the adjustment to apply to **All Products** or only **Select Products** for this customer.

<figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ccukCtEB3sDGQ2n2VAlC" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

When **Select Products** is selected, extra fields - **Categories** and **Products** - will appear

<figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/ACyonuLbhLX77YIgLGsH" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/QVVPUnMDjrYz9jsWZSNY" alt=""><figcaption></figcaption></figure>

**Categories**&#x20;

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.&#x20;

Clicking or typing in the field will display a list of your categories to choose from.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

**Products**

Select the specific products to which you want to apply the price adjustment.&#x20;

Clicking or typing in the field will display a list of your products to choose from.

<figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
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.
{% endhint %}

<figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Save <a href="#save" id="save"></a>

Click <img src="/files/b0q09MIhJOTfYsmb0tgX" alt="" data-size="line"> to add the pricing for this customer.

<figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

The customer Specific Pricing will be listed under the customer’s **Pricing** tab.

<figure><img src="/files/ohXEB2H8QQD7KiCCPCqQ" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

{% hint style="warning" %}
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.
{% endhint %}

***

## Adding Customer Specific Pricing to a Customer Group

To apply customer specific pricing to a group of customers:

{% stepper %}
{% step %}

#### Go to the Groups Tab

Select **Customers** from the main menu, then click the **Groups** tab to see the list of your **Customer Groups**.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/e39vfhpYQrcuuqkIbGjE" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Select the Group

&#x20;Select the group you would like to apply the specific pricing to.&#x20;

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/FZ6vnCJJDvZey4PJ0Kbl" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

The **Groups Members** page will open.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/0GiExNxgTH8IXqFRBGi1" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Go to the Pricing Tab

The **Pricing** tab lists any customer group specific pricing that has been added for that customer, such as special discount.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/zNF7hMMzmUQWBySpYTaV" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

***

{% endstep %}

{% step %}

#### Click Add Pricing or Add+

Click <img src="/files/C5qtMl8RQNDQBmBq3kkK" alt="" data-size="line">, 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](#adding-customer-specific-pricing-to-an-individual-customer "mention").

{% endstep %}

{% step %}

#### Click Save <a href="#save" id="save"></a>

Click the <img src="/files/b0q09MIhJOTfYsmb0tgX" alt="" data-size="line"> button to add the pricing for this customer.

<figure><img src="/files/j6s1GLhfZl0sD4E6fCwA" alt=""><figcaption></figcaption></figure>

The customer group specific pricing will be listed under the group’s **Pricing** tab.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

&#x20;

## Editing Customer Specific Pricing

To edit a pricing for a customer:

{% stepper %}
{% step %}
Select **Customers** from the main menu to open the **Customers** page.

{% endstep %}

{% step %}
Click on the customer you would like to edit the pricing for.

{% endstep %}

{% step %}
Go to the **Pricing** tab and click on the discount you would like to edit.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/0Qrr2dp50Pe4s7pg9qT8" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

The **Edit Customer Pricing** form will open.

{% endstep %}

{% step %}
Change any details required, as per the guidelines for adding the pricing.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/zKBwcTRC37WCb4i7z6yM" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
Click the <img src="/files/b0q09MIhJOTfYsmb0tgX" alt="" data-size="line"> button to update the pricing for this customer.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## Editing Customer Specific Pricing for Groups

To edit a pricing for a customer group:

{% stepper %}
{% step %}
Select **Customers** from the main menu to open the **Customers** page.

{% endstep %}

{% step %}
Go to the **Groups** tab and click on the group you would like to edit the pricing for.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/qBwERgQVMEbKDW2N6rc6" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}
Go to the **Pricing** tab and click on the discount you would like to edit.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/cYkQgLaWY2SEKI13zCav" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

The **Edit Customer Pricing** form will open.

{% endstep %}

{% step %}
Change any details required, as per the guidelines for adding the pricing.

{% endstep %}

{% step %}
Click the <img src="/files/b0q09MIhJOTfYsmb0tgX" alt="" data-size="line"> button to update the pricing for this customer group.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## Removing Customer Specific Pricing

To remove a customer pricing:

{% stepper %}
{% step %}
Select **Customers** from the main menu to open the **Customers** page.

{% endstep %}

{% step %}
Click on the customer you would like to edit the pricing for.

{% endstep %}

{% step %}
Go to the **Pricing** tab and click on the discount you would like to edit.

The **Edit Customer Pricing** form will open.

{% endstep %}

{% step %}
Click on the 3 dots in the top right and select **Remove Pricing**. You will be asked to confirm.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7Pn2tmMW1coKmWaF5j5k" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

{% endstep %}
{% endstepper %}

***

## Removing Customer Specific Pricing for Groups

To remove a pricing for a customer group:

{% stepper %}
{% step %}
Select **Customers** from the main menu to open the **Customers** page.

{% endstep %}

{% step %}
Go to the **Groups** tab and click on the group you would like to edit the pricing for.

{% endstep %}

{% step %}
Go to the **Pricing** tab and click on the discount you would like to edit.

The **Edit Customer Pricing** form will open.

{% endstep %}

{% step %}
Click on the 3 dots in the top right and select **Remove Pricing**. You will be asked to confirm.

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/7Pn2tmMW1coKmWaF5j5k" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/KfaXIwCr23wkCZVXgJfT" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}


---

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```
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