Customer Specific Pricing
Customer-specific pricing lets you set discounts for customers or groups, applying negotiated rates to select products.
You can set custom pricing for individual customers or customer groups.
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 & Customer Groups document) or the customer has placed an order with you in Supply'd already.
Adding Customer Specific Pricing to an Individual Customer
To apply customer specific pricing, select Customers from the main menu.
Select the customer. Go to the Pricing tab and click Add Pricing.
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 amount to apply as an adjustment.
Adjustment Type* [required]
The type of discount you would like to apply.
Discount %: Discount by a percentage amount, e.g. 10% off.
Discount $: Discount by a fixed dollar amount, e.g. $5 off.
Increase %: Increase by a percentage amount, e.g. 10% increase.
Increase $: Increase by a fixed dollar amount, e.g. $5 increase.
Price Override: Override the price to a new price, e.g. $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.
Save
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 Add Pricing.
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 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.
Removing Customer Specific Pricing
To remove a discount, follow the instructions to open the Edit Customer Pricing form (Customers, select the customer, the Pricing tab) . Click on the 3 dots in the top right corner. Select Remove Pricing.
You will be asked to confirm.
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