Do you have special pricing for certain customers or projects? In this article we will explain how to create and use pricelists that are unique to specific customers or projects and how to properly attach them.
Step 1
Go to settings -> Advanced -> Pricelists
Step 2
Click Add
Step 3
Add a pricelist Name and click Save
Step 4
Go back into the pricelist and specify the Department name, Product Group(If any), the product you want to modify the price for.
Select the value type. This will give you the ability to modify prices based on percentage changes, New Price changes, etc.
As an example lets suppose we have a product called "Aluminum" that was previously priced at $0.60 per pound, but we have a client that we want to charge $1.00 per pound.
choose "New Price" and specify the value to 1.00
When finished click "Save" and "Ok".
Step 5
In order to attach a price list to a customer.
Go to accounts
Select the client you want to apply the special pricing.
Look for the field called "Price List" and double click on it.
Step 6
Select the price list you want to attach to the customer and double click it
Click "Save" and "Ok" (Notice Price List now contains "1- Test" in the field)
Step 7
When you create a ticket and select the product (Notice the price is set to the original $0.60/lbs)
Now when you select the customer we attached the pricelist to, the software will automatically update the price to $1.00 set in the pricelist.
**In order to attach pricelists to projects, simply click on projects, locate the price list field and follow the same process we used on client accounts.