Set up Customer Specific Pricing and Discounts 

Why Set Up Customer-Specific Pricing and Discounts? 

Setting up pricing and discounts for customers helps your business stay competitive, honour agreed terms, and encourage repeat sales. It ensures customers are charged the correct rates and helps you manage promotional or volume-based discounts easily. 

How to Set Up Customer-Specific Pricing and Discounts? 

1. Search for Sales Price Lists on the top right-hand corner of the page. Select the related link and the page displays. You can see a list of all Sales prices and discount lists assigned to a type.
    
2. Select +New to set up a new entry.  
3. A new Sales Price List card displays.  
   
4. Fill in the required fields: 
   1. General section:  
       
      1. Code: Give the price list a unique number. If a serial number is set up, you can use that.  
      2. Description: Provide a brief description.  
      3. Assign-to Type: From the drop-down menu, select to include all customers, a specific customer, a campaign or a contact. 
      4. View Columns for: This updates how you view the Lines section. It can be Price & Discount, or Price or Discount only.  
      5. Status: Set to Active when ready to use.  
      6. Starting Date / Ending Date: Define a valid period when this pricing and/or discount applies.  
         
         Note: Enable Allow Updating Defaults to automatically fill in discount settings for new lines. Use Allow Invoice Disc. for discounts based on the total invoice amount. Use Allow Line Disc. for discounts on individual items or lines. 
   2. Lines section: 
      
      1. Product Type: Specify product type. For this purpose, select Items.  
         
         Note: Use Resources to set up non-inventory items, such as services or labour. You can also specify Items as non-inventory.  
      2. Product No: Identify the related product number.  
      3. Minimum Quantity: Enter the minimum quantity required to get the price or discount.  
      4. Unit Price: Update the price associated with the item. This is different from the published price. 
      5. Line Discount %: Define the discount percentage. 
         
         Note: Add one line for each item/customer combination that needs special pricing.  
5. You’ve set up customer-specific pricing and line discounts.  

How to Set Up an Invoice Discount for the Customer? 

Identify which customers offer invoice discounts and note the terms they provide. 

1. On your selected Customer Card, select More Options. Then, select the Related action menu. Select Prices & Discount. Then, select Invoice Discounts.  
   
2. The Cust.Invoice Discounts page displays.  
    
   1. Fill in the required fields to define the terms: 
      1. Currency Code: Specify the applicable currency. Leave this blank if it’s in local currency.  
      2. Minimum Amount: Enter the amount required for the invoice to qualify for the discount.  
      3. Discount %: Specify the discount that applies to invoices when it meets the minimum amount.  
3. You’ve set up customer invoice discounts. 

What’s next? 

Find out how to track delivered items using batch.  

If you have any questions, please reach out to support@wiise.com