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Price Level Manager

Create price levels and discounts

Updated over a week ago

Price Level Manager overview

Create different price levels/discounts for different Customers.

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

Price Level Manager page features

A searchable, editable table where Price Levels are added to be applied to each of your Customers.

  • Search by Customer Name or Discount name.

Creating Price Levels

Creating a Price Level adds a column to the Price Level Manager table (this could be a discount column):

  • Select add price level

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

Editing a Price Level

Edit any Price Level column, by clicking in the heading name to alter it, or 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

  • Move all Customers listed under the Price Level to another Price Level column.

Delete a 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 Price Level columns

Drag and drop Customers listed under Unassigned to the required Price Level column, or use Move all customers to move Customers in bulk.

πŸ—’οΈ Notes:

  • Assigning Customers to Price Level columns will assign the price in the Price Level column to the Customer

  • Any time you create an Order for the Customer and you add a Product to the Order only their assigned price level pricing will display by default (rather than ALL price levels)

  • Select Show all price levels to view "other" Price Levels when adding Products to an Order.

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

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