Overview
Assigning Price List in Customer's tab| Excerpt |
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Price list will affect the customers that are linked to them, this section will teach you how to easily do it.
Customer's Tab
You can assign price lists to one or multiple customers; for the price list to apply, they need to be linked to a customer(s). |
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ImportantThe price list will apply only when the Price B is set up as the Default Price in the Advanced Customer Account Setup . |
Table of Contents
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From the Customer's Tab
To link a price list to a customer, please follow the steps below
Go to Setup > Customers, search for the customer
you want to associate
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with a particular price list, and under the Actions column, click on Edit.
On the tab Price Lists, select a price list for a particular type of inventory and save.
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A single customer can have different price lists but keep in mind that the seasons must have different date ranges, and these cannot overlap. |
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Once you associate the price list to your customers the system will suggest the price on the screen depending on the type of inventory you selected: Prebook, Standing Orders, Order Entry and E-commerce. |
From the Price List Tab
To assign the Price List to a specific customer in
the Price List
tab, go
to the Actions column > Click on Associate Customers.
A pop-up called "Associate Customers to Price List" will appear.
Then, select the customers that you want to associate
with the Price List. You can select them one by one.
Just click on the customer
you want to select and then click on the transfer key pointing towards the Selected Customer field box.
You can also select them all at once. Click on the key with two arrows that
point to the right side, and the system will move all the available customers.
To unselect a customer already selected, you can use the key with one arrow pointing back to
the Available Customers field box, or you can
use the key with two arrows to unselect all of them at once.
Finally, Click on Save, and a yellow confirmation pop-up window will appear.
Additional Filter for Multi-Location Companies
There is an option in the Customer Settings for activating a filter that allows searching for customers with the same main location associated with the Customer Advanced Setup.
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