Customer Specific Pricing (Supply'd Hub)

Customer-specific pricing lets you set discounts for customers, applying negotiated rates to all or select products.

Customer-specific pricing allows you to set unique discounts or prices for individual customers, giving you flexibility to tailor deals and reward loyalty. 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

• Editing Customer Specific Pricing

• Removing Customer Specific Pricing

To apply customer-specific pricing to a single customer, you must first connect with or add the customer.

👉 See the Connecting to Customers (Supply'd Hub) doc for details on connecting with or adding customers.

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Adding Customer Specific Pricing

1

Go to the Customers Page

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

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2

Select the Customer

Select the customer you want to set specific pricing for.

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

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3

Go to the Pricing Tab

The Pricing tab lists any customer-specific pricing that has been added for that customer, such as special discounts or price overrides, as well as any pricing offered to retailers when Offers (Supply'd Hub) have been sent.

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4

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 any 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:

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5

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.

Additional fields will appear depending on the selection in this field.

• 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.

  

  

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Apply Adjustment

Choose whether the pricing change applies to all products, specific categories, or individual items for that customer.

Apply Adjustment To* [required]

Select whether you would like 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 you want to apply the price adjustment to. Leave the field blank if no categories should be applied.

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

Products

Select the specific products you want to apply the price adjustment to.

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.

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6

Click Save

Click to add the pricing for this customer.

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

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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.

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Editing Customer Specific Pricing

To edit a pricing for a customer:

1

Select Customers from the main menu.

2

Click on the customer you would like to edit the pricing for.

3

Go to the Pricing tab and click on the discount you would like to edit.

The Edit Customer Pricing form will open.

4

Change any details required, as per the guidelines for adding the pricing.

5

Click the button to update the pricing for this customer.

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Removing Customer Specific Pricing

1

Select Customers from the main menu to open the Customers page.

2

Click on the customer you would like to remove the pricing for.

3

Go to the Pricing tab and click on the discount you would like to remove.

The Edit Customer Pricing form will open.

4

Click on the 3 dots in the top right and select Remove Pricing.

You will be asked to confirm.

Click .