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Assign a Customer Pricing Level
Assign a Customer Pricing Level

Assign a Pricing Level to an individual customer.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over 2 years ago
  • Click on "Customers".

  • Search for existing customers by entering customer name, address, or phone number.

  • Click "Go" or press Enter to view results.

  • Click the desired Customer's Actions Menu (...).

  • Click "View Customer".

  • Click on the "Customer" section.

  • Scroll down to find the Pricing Levels field.

  • Select an existing Pricing Level from the drop down.

Learn how to set up Pricing Matrices here.

Learn how to set Pricing Levels here.

Learn how to set Labor Matrices here.

  • Click "Save" to finish.

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