At Salesbuildr, we understand that each customer is unique and may require individual pricing strategies. Therefore, we offer you three main options to accommodate these needs.
1: Customer-specific discount rules - This option allows you to manage different prices for the same product category for each customer, providing you with the flexibility to offer tailored pricing depending on the customer's requirements or business relationship.
2: Pricing book - If you're looking to provide a specific list of products at different prices for a particular period, you can make use of the Pricing book. It enables you to create and manage temporary pricing strategies for specific customers, ideal for seasonal offers or promotional campaigns. Read more here.
3: Import to quote - This feature is perfect for those situations where you have a special offer from a supplier that you want to make specific to a customer. By importing this into a quote, you can ensure that these unique deals are passed directly to your customers. Read more here.
Salesbuildr allows you to set up discount groups to offer special pricing to selected customers.
You can apply a rule within each discount group that provides a discount on your markup, or sets a specific markup on the cost price.
Here's how to create a discount group:
Navigate to 'Admin', then 'Quotes Discount Groups' to create a new discount group.
Provide a name for your discount group and proceed to set up a discount group rule.
To set a discount group rule, you need to:Choose a type. It can be either '% Margin Discount' or '% Cost + Markup'.
Specify the percentage amount for the chosen type.
Select the product category to which this rule will be applied.
Pick the customers you want to include in this group from the list available.
By creating these discount groups, you're able to offer preferential pricing to certain customers, enhancing your customer relationship management.