Price Levels and Special Pricing

Understanding Price Levels

Price Levels allow businesses to assign different pricing structures to customers based on specific criteria, such as veteran status, student discounts, commercial accounts, or any other customized pricing strategy.

Price Levels act as containers that store alternate pricing for inventory and services. Once a customer is assigned a Price Level, all eligible items in their orders will reflect the corresponding Special Pricing.

Managing Price Levels

Adding a New Price Level

  1. Click the blue "Price Levels" button on the right.
  2. A new screen titled "Price Levels" will appear.
  3. Enter a name for the new Price Level in the Price Level Name field.
  4. Click the blue "Save" button to finalize.


Editing an Existing Price Level

  1. Open the Price Levels screen.
  2. Select the Price Level name from the list. The selected name will appear in the Price Level Name field.
  3. Modify the name if necessary and click Save to update.


Deleting a Price Level

  1. In the Price Levels screen, locate the Price Level to delete.
  2. Hover over the Price Level name until a red trash can icon appears.
  3. Click the trash can icon to remove the Price Level permanently.

Exiting the Price Levels Screen

Click the "Done With Price Levels" button to return to the Inventory page.


Assigning Special Pricing to Items

Special Pricing allows items to have alternate pricing structures within a specific Price Level. This feature ensures customers receive the correct price based on their assigned Price Level.

Adding Special Pricing to an Item

  1. Navigate to the Inventory page.
  2. Click on the item's button to open its Item Properties popup.
  3. Scroll to the Special Pricing section near the bottom.
  4. Select a Price Level from the dropdown list.
  5. Enter the Special Price for that Price Level.
  6. Click the "Create Special Price" button to save the changes.

Assigning Special Pricing to Customers

Adding Special Pricing to a Customer Profile

  1. Navigate to the Customers page.
  2. Open the Customer's profile.
  3. Look for the Price Level section near the bottom.
  4. Select a Price Level from the dropdown list.
  5. Save the profile information.

Editing or Removing Special Pricing

  • To update a Special Price, select the Price Level in the Special Pricing list, modify the price, and save.
  • To delete an existing Special Price, hover over the Price Level name and click the red trash can icon.

Assigning and managing Price Levels ensures customers receive personalized pricing based on their profile, making it easier to implement discounts, special offers, and business-specific pricing structures.