Price Categories allow you to tailor pricing for different customer types. Once set up, pricing is automatically applied based on the account’s category. This helps streamline pricing management and ensures consistency across orders.
Define Price Categories
Go to System Setup
Access List Values
Locate Price Category
Add Value
Click Add or New to create individual price categories (e.g, Standard, Premium, Wholesale).
Give each category a clear and descriptive name.
Assign Price Categories to Accounts
Go to Accounts:
Navigate to the Accounts section (Customers).
Edit an Account:
Select the Account to which you want to assign a price category.
Set Price Category:
In the account details, find the Price Category field.
Choose the Price Category from the dropdown list.
Save Changes.
Define Product/Service Rates by Price Category
Go to Products/Services:
Edit a Product/Service:
Set Prices for Each Price Category:
In the pricing section, you’ll see options to define price for each Price Category.
Enter the appropriate price for each category.
Save Changes.
Use Price Categories in Orders
Create a New Order:
Select an Account:
Choose an account that has a Price Category assigned.
Add Items to the Order:
When you add products, this will automatically apply the pricing based on the account’s Price Category.
Review and Confirm:
Ensure the correct prices are applied before finalizing the order.