Overview
📍Where to find it in the app: Sales > Price Level Manager
👥 Access Permissions: Only users with access to Price Level Manager can view Price Level Manger page. Please review user roles prior commencing.
Guide on how to assign price levels to individual customers or in bulk using the Price Level Manager.
How to assign price level for a customer
Newly created customers appear in the Unassigned pane by default, unless a price level is assigned via Customer > Settings.
Drag and drop the customer’s name to the desired price level.
📝Notes:
Once a price level is assigned to a customer, only that price rate will be applied when adding products using the Start typing to add product function
To view and select other price levels when using Add Product > Product Catalogue, tick Show all price levels.
How to assign price level to customers in bulk
Click the kebab menu (⋮) next to Unassigned or Price Level column
Select
Move all customerChoose the target price level to move all customers from the current column.
