Price Level Manager

Create price levels and discounts

Updated over a week ago

Price Level Manager overview

Create price levels and discounts for your Customers.

Locating this section in app: Sales > Price Level Manager.

Price Level Manager page features

A searchable, editable table where discounts are added to be applied to each of your customers.

  • Search by Customer Name or Discount name.

Creating Discounts

Creating a Discount adds a column to the Price Level Manager table:

  • Select add price level

  • Add a name of a price level i.e. 10% discount, > Add

Editing a Discount

Edit any Discount column via the kebab/other options menu to:

Set a price level colour

  • Select from pre-assigned colours or add a HEX code, or drag your cursor to set a desired colour.

Move all customers

  • Moves all customers listed under the Discount column to the chosen column.

Delete the price level

  • Selecting Delete will remove all related pricing from every product where this price level exists.

πŸ—’οΈ Note: This action cannot be undone.

Assigning customers to Discount/s (columns)

Drag and drop customers listed under Unassigned to the required Discount column, or use

Move all customers to move customers in bulk.

πŸ—’οΈ Note: assign Customers to discount columns to assign a price level.
Any time you create an order for them, when you add products to that order only their assigned price level pricing will display by default (rather than ALL price levels).

πŸ—’οΈ Note: customers can be moved from any column to another with drag and drop.

Linked resources

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