Overview
The Price Level Manager page displays price levels in preferred order, along with a list of customers assigned to each level.
📍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 main page. Please review user roles prior commencing.
Key features
Search
Searchable by customer name or price level name.
Unassigned pane
Displays customers not yet assigned to a price level. The total number is shown for quick reference.
Price levels
Price levels appear in a set order, reflected in the Pricing tab of each product in the Product Catalogue (if enabled), and can be reordered via drag and drop.
Price Level Manager page
Pricing tab in Product Catalogue
Add price level button
Click to create a new price level.
⋮ Kebab menu
Located next to each price level. Options include:
Price level colour option
Allows selection of a colour for visual differentiation. Choose from preset colours or enter a HEX code.
Move all customers option
Transfers all customers from the selected price level to another.
Delete price level option
Permanently removes the selected price level.