Create a Pricing Group

1. Navigate to Products, then click on Negotiated Pricing & Notes
2. Click on + New Group, enter a name for your Pricing Group and click Save

Select Customer/s to add to the Pricing Group

1. To add customers to the Pricing Group, click on the Profile name
2. Under the Customers heading, click Manage Customers
3. Click Add customer
4. Use the search bar and click + Add on the customers you wish to have access to this negotiated pricing group. Customers can only be in one negotiated pricing group at a time.

Fresho Tip: To create new negotiated price groups in bulk or to update/import customers in these negotiated pricing groups in bulk - use the customer round trip.

Add Products and Edit Prices

Via Fresho

Navigate to Products > Negotiated Pricing & Notes > Open the group you'd like to edit
Select Manage Prices & Notes
Click + Add Price/Note.
- Search for the product you want to update.
- Once selected, you can:
  - Add a special price in the Price column - this will override the listed Level Pricing.
  - Add a Note - this will appear on the marketplace for that customer, as well as on their invoice and internal picking documentation.
  - Add a Ceiling price - this sets the maximum price the customer will pay for the product. This is useful if you’d like prices to fluctuate with the market but remain capped at a set limit.

In this example, customers in the VIP Customers group will see:

The special price of $5.00 for the red and yellow capsicums
A special note stating they prefer red capsicums from the Fresho Farm
They will never be charged more than $5.80 for green and orange capsicums, even if their level pricing exceeds this

💡 TIPS:

You can add a price, a note, a ceiling price, or any combination of these to a product. If no negotiated price is entered, the customer will automatically see the standard level price.
When you edit a cell and then click out of it (or press Tab/Enter), a green tick will appear to confirm the change has been saved. There’s no need to manually save or publish updates.
To remove a price or note, simply clear the field. To remove the entire product from the negotiated pricing group, click the red trash bin icon.
If your negotiated prices are set by margin, the system will automatically recalculate them when you update the cost price. For large numbers of negotiated prices, it may take a few seconds for margin-based updates to appear.
The % shown beneath the price is the margin. To learn more about what margin is and how it is calculated, check out our Margin vs Markup Help Hub Article.

Via Upload

🚨 REQUIREMENTS - Failure to understand these requirements could lead to deleting your existing negotiated prices permanently. Please email support@fresho.com if you require help.

1. All products that have a negotiated price must be listed within the upload. The Upload replaces (deletes) existing lines in the negotiated price group.

2. Your product list must either have unique product codes (and Unit of Order if applicable) for each line or expect the same price to appear for every product that shares the same product code & Unit of Order

NOTE: The price of the first line will be applied if, on the same negotiated price group you have duplicate product code & Unit of Order

3. You must have already set up your negotiated price groups and customers within those groups separate from this upload.

How to Upload:

1. Use the ‘Export’ of your Negotiated Pricing or fill in the template with the pricing groups you wish to update

2. Fill in the required fields or make the adjustments to your export

Fresho tips:

💡 The negotiated_pricing_group_name must exactly match an already created group name

💡 To make a field update based on margin, enter a % on the price field

3. The combination of product_code and unit_of_order_code must match with product/s that have those exact same product_code and unit_of_order_codes

4. You can fill in the price_ex_tax, product_note or both fields

5. Upload and watch for errors. If errors occur, fix them up and re-upload.

Download Negotiated Prices and Notes

You can download the Negotiated Pricing and use it for bulk price updates or to send a customer a list of their negotiated prices.

For bulk updates
1. Make sure your product list matches the requirements
2. Export your Negotiated Pricing from Fresho
3. Remove any pricing profiles you do not wish to update
4. Make required adjustments to the price_ex_tax or notes fields
5. Import spreadsheet back into Fresho

Downloading Negotiated Pricing for 1 customer

Via CSV:

Export your negotiated pricing from Fresho
Open in Excel (or google sheets) and turn on the filter function
Click the dropdown arrow at the top of column A, deselect all and tick the group/s that you want.
Click in the top right to select everything and copy (Ctrl + C)
Click add a new tab, click in cell a1 and paste (Ctrl + V), then save (Ctrl + S).