Usually, the store has several special customers. Both private customers and foreign customers frequently buy their products. Sometimes, some shops want to give them a different treatment 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.
I. Make Special Price Pricebook
Step 1. Go to Promotion (Pricebook Tab), then Click Add
Step 2. Fill In Pricebook Information / Detail
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
Users can add variants via UI or import via CSV.
Add Via UI
Import Via CSV
Download the sample provided by our system, edit the file, then upload it to the pricebook.
Step 4. Save Pricebook
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
Step 1. Go to Contacts (Customers Tab), then Select Customer
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.
The customers will receive a special price based on the pricebook each time they make a purchase from the products in the pricebook.
III. Sell Product with Special Special Price
Step 1. Go to Sell, then Add Item to Cart
Step 2. Input Customer Name
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.
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