Usually, the store has several special customers. Both private customers and foreign customers frequently buy their products. Sometimes, some shops want to treat them differently by selling products cheaper or maybe more expensive than usual.
After you have successfully created a Pricebook, you can also enter the Pricebook that you have created into the customer's contact. This function can be used If you have several customers who get special prices when shopping at your outlet.
This article will explain how to create and use a pricebook for specific customers.
Before adding and using the pricebook in the sell menu, you must activate and possibly configure some pricebook settings first. Learn more about Activate and Configure Pricebook.
I. Add New Pricebook
Step 1. Go to Promotion (Pricebook Tab), then Click Add
Step 2. Fill In Pricebook Information / Detail
Notes :
If you want to apply the pricebook to a specific customer, you must set the minimum quantity to zero.
Step 3. Add Variant to Pricebook
Notes :
Users can add variants via UI or import via CSV.
Add Via UI
Import Via CSV
Notes :
Download the sample provided by our system, edit the file, then upload it to the pricebook.
Step 4. Save Pricebook
Notes :
After saving the pricebook, specific customers will receive the pricebook price or pricebook discount each time they make a purchase.
II. Assign Customer to Pricebook
There are two ways to assign outlet prices to customers.
A. Single Customer
Step 1. Go to Contacts (Customers Tab), then Select Customer
Notes :
Create new customer data if the customer you want to select is not yet on the customer list.
Step 2. Edit Customer
Step 3. Go to Sales & Pricing, Choose Pricebook, then Click Save
Scroll down to the Sales & Pricing tab.
Notes :
The customers will receive a special price based on the pricebook each time they make a purchase from the products in the pricebook.
B. Multiple Customer with CSV
Step 1. Go to Contacts, Export Customer with CSV
Notes :
If you want search spesific customer, you can search customer name/code then export
Step 2. Add a Column Named "Pricebook" on CSV, Then Input the Name of the Pricebook Exist
Step 3. Import CSV on Menu Contacts
Step 4. Check Pricebook on Customer
III. Using Pricebook on Sales
Step 1. Go to Sell, then Add Item to Cart
Step 2. Input Customer Name
Notes :
When selecting a customer who has a pricebook and their products also have a pricebook, the product price will automatically change according to their pricebook.
Related Articles
To find out general information and configure the pricebook, you can check the instructions in the following article Pricebook Price.
To import bulk variants via CSV to the price book, you can check the instructions in the following article Import Bulk Variant to Pricebook
To show the promotion or price-book name when using the promotion or price-book in the sell menu, you can check the instructions in the following article Copy Promotion or Pricebook Name to Item Description
