A Customer Specific Price List is designed for situations where a customer requires pricing that deviates from your standard or global rates. For instance, this could apply to a contractor who anticipates a high volume of purchases, warranting a volume-based discount, or it might be a price list for a personal acquaintance. These price lists can be created and linked to individual customer accounts. Moreover, there is no restriction on the number of customer-specific price lists you can associate with a single account. This flexibility allows you to establish distinct price lists for different jobs when working with a contractor, catering to their specific pricing needs for each project.
Customer Specific Price Lists can be created in one of two ways:
- Services Page: Toggle to Services Page > Click Into Desired Service Bucket > Click "Create Price List" button > Click the Checkbox "Create Customer Price List" > Select a Customer from the dropdown > Enter the Price List Name > Click "Create Price List" button > Add as many SKUs as you'd like > Click the "Update Price List" button > Price List will now automatically attach to that customer's account
- Customer Page: Toggle to Customer Page > Find the Desired Customer's Account > Scroll down to the Price List section > Click "Add Price Lists" button > Click "Create Price List" button (in upper right hand corner) > Enter Price List Name > Click "Create Price List" button > Add as many SKUs as you'd like > Click the "Update Price List" button > Price List will now automatically attach to that customer's account
Last Updated At: 2/2/2025