The Pricing List feature enables you to maintain tailored product and service pricing for each client, providing your business with the flexibility to accommodate special rates, discounts, and contractual agreements without the need for manual price adjustments each time.
Navigate to
Step-by-Step Setup
Go to Clients and select the relevant client.
Navigate to the Pricing List tab.
Activate the Pricing List toggle on the right-hand side.
Add items by importing from your Main Products list or uploading new ones.
Adjust Unit Cost (your internal cost) and Unit Sell Price (price charged to the client).
Review and save changes.
By setting up a Pricing List, you can:
Standardise client-specific pricing so it’s automatically applied to quotes, invoices, and jobs.
Reduce errors caused by manual price entry.
Save time when preparing documents by eliminating repeated edits.
Improve transparency with clients, ensuring the prices they see match what was agreed.
When to Use the Pricing List
If you have VIP clients with special rates.
When different customers require negotiated pricing for the same product or service.
For contract-based work where prices are fixed for a set period.
To manage bulk order discounts for specific clients.
How the Pricing List Works
Create a Pricing List for each client – You can set unique pricing for every client in your database.
Select products/services from your inventory – Either pull from your main product list or import new items directly into the Pricing List.
Set Unit Costs and Unit Sell Prices – Adjust both the internal cost and the client-facing price for each item.
Automatic application – When this client is selected in a quote, invoice, or job, the system will automatically pull in the prices from their Pricing List instead of your general list.
Linked workflow – When a job is converted from a quote, the agreed pricing stays intact with no manual updates needed.
Key Benefits
Consistency – The same client always gets the agreed-upon pricing across all documents.
Efficiency – No need to manually adjust pricing each time.
Accuracy – Reduces the risk of pricing disputes.
Scalability – Easily manage hundreds of client-specific pricing lists without affecting your main inventory pricing.