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
Complete the Add Customer Form
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 amount to apply as an adjustment.
Adjustment Type* [required]
The type of discount you would like to apply.
Discount %: Discount by a percentage amount, eg. 10% off.
Discount $: Discount by a fixed dollar amount, e.g. $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 decrease or increase in pricing, or a specific price for an item when Price Override is selected.
Apply Adjustment
Where to apply the adjustment.
Apply Adjustment To* [required]
Whether you would like to apply the adjustment on all products or just select products for this customer. Select either All Products or Select Products from the drop-down menu.
Categories
The categories you would like to apply the discount to. Leave blank to not apply to any categories. Clicking or typing in the field will bring up a list of your categories to select from.
Products
The specific products you would like to apply the discount to. Clicking or typing in the field will bring up a list of your products to select 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.
Adding Customer Specific Pricing to a Customer Group
To apply customer specific pricing to a group of customers select Customers from the main menu, then click the Groups tab to see the list of your Customer Groups. Select the group you would like to apply the specific pricing to.
Go to the Pricing tab and click 
or Add +.
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 price or discount, select Customers from the main menu, then click on the customer and go to the Pricing tab. Click on the discount you would like to edit.
The Edit Customer Pricing form will appear.
Change any details required, as per the guidelines for adding the pricing.
Editing Customer Specific Pricing for Groups
To edit a price or discount for a customer group, select Customers from the main menu, go to the Groups tab, and click on the group.
Go to the Pricing tab. 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.
Removing Customer Specific Pricing
To remove a discount, follow the Editing Customer Specific Pricing instructions above to open the Edit Customer Pricing form. Click on the 3 dots in the top right corner. Select Remove Pricing.
You will be asked to confirm.
Removing Customer Specific Pricing for Groups
To remove a discount, follow the Editing Customer Specific Pricing for Groups instructions above to open the Edit Customer Pricing form. Click on the 3 dots in the top right corner. Select Remove Pricing.
Last updated