Overview
👥 Access Permissions: Only users with access to Price Level Manager can view Price Level Manger page. Please review user roles prior commencing.
📍Where to find it in the app: Sales > Price Level Manager
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.
