When a customer qualifies for a special pricing tier — such as a VIP discount after purchasing a unit — you can assign a new Price Level directly on their Customer Record. Once updated, all new Customer Orders for Parts & Accessories and Service Jobs will automatically apply the new pricing.
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The Price Level you want to assign must already exist in System Settings > Settings & Controls > Price Levels. If you need to create one first, see System Settings > Settings & Controls > Price Level - Create or Amend Price Levels (no longer available).
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1. Navigate to the relevant Customer Record and review the current Price Level shown on the record.
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2. Click Edit to open the edit screen.
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​3. On the edit screen, scroll down to the Price Level field and click into it.
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4. Select the new Price Level from the list of available options, then click Save.
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​5. The Price Level on the Customer Record is now updated.
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Any new Customer Order created for Parts & Accessories or a Service Job will automatically apply the updated Price Level. For Customer Orders that are already open in the system, the new Price Level will not apply automatically — you need to click Recalculate all Pricing on each open order to apply the new pricing.
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