Manage customer and group pricing
Apply pricing rules for selected customers or groups.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Set up the relevant customer/group and stock variants before creating pricing rules.
Step by step #
- Open Customer & Group Pricing.
- Add or edit a rule and choose its customer/group scope.
- Set the item applicability and pricing values exposed by the form.
- Save the rule.
- Open a sales transaction for a matching customer and inspect pricing.
Understand the fields #
- Customer/group: who qualifies.
- Item/variant applicability: what qualifies.
- Pricing values: the configured rate or adjustment for this rule.
Check the result #
Check a matching and nonmatching customer. Review the final calculation together with offers.
If something goes wrong #
If a rule is ignored, verify scope, validity, status and competing rules in the amount breakdown.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.