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Managing Pricing for Items

You can use your item library to set pricing and you can use various settings

Pricing Permissions

  • Buying Prices: To view, create and edit buying prices, a user needs need *any* Purchase Permission besides "No Permission" AND "Create & Edit" Pricing Permission
  • List, Tier, and Customer Prices: For a user to set/control all selling prices, they need "Create & Edit" Pricing Permission
    • To view but not edit pricing, a user would have "View Only" set for the "Pricing Permissions"
    • If you do not want a user to view prices, set it to "No Permissions"

Types of Pricing:

  • Buying Price: the standard price you would like to buy the item for from vendors, you can change this as often as you like. This price can be auto-filled into the purchase form (depending on your settings)
  • List Price: the standard price you would like to sell the item for to customers. This price can be auto-filled into the sales order form (depending on your settings)
  • Price Tiers: Prices for specific groups of customers, ex: Restaurants, Retailers, or Wholesalers - any subset of customers who should get the same price
  • Special Item-Customer Prices: Prices set per item/customer combination which ensures a specialized selling price is set for the customer when sales orders are made. Read more.
  • Special Item-Vendor Prices: Prices set per item/vendor which ensures a specialized buying price is set for the vendor when purchases are made. Read more.

Here's an video demonstration for setting up each of these prices:

How To Create Price Tiers

In the web app, navigate to Settings > Sales Orders > Price Tiers

You will notice the list price is already setup there, this is not removable.  Click "Add Pricing Tier."

  • Give your tier a name
  • Set whether you want the tier price to be created automatically based on a % above/below the list price OR if you'd like to "Set price per item" - which means entering a price manually vs. using a % calculation
  • Then enter the percentage above or below if needed (you need to enter a "-" to generate a % below list price)
  • Save your tier
  • Then click edit on your tier and click "add" next to customers you'd like to assign to the tier
    • You can view any tier assignments on the customer page as well on the pricing tab
  • Navigate to the Inventory/Items page
  • If any tier is set up to "Set Price Per Item" this is where you would enter tier pricing