Creating custom price levels

Your software has a pricing matrix for you to structure your pricing according to customer status and sales quantities.

For example, a level-three customer might pay $140 for a single quantity of the item, but if they purchase five units of the item, they will only have to pay $100 each for them.

note : Volume discount

The volume in the Volume Discount % field in the Selling Details view of a customer’s card applies to a sale in addition to the quantity‑break price levels you set up.

To name your price levels

Go to the Lists menu, choose Custom Lists & Field Names and then Price Levels. The Custom List and Field Names window appears.

Enter names for the price levels. These names will appear in the Selling Details view of the Item Information window.

Click OK.

To specify price levels and quantity breaks for an item

Go to the Inventory command center and click Items List.

Select the item and click Edit. The Item Information window for the item appears.

Click the Selling Details tab.

The base selling price you entered for this item in the upper section of the Selling Details view appears at Level A (or whatever you have chosen to label this field).

In the remaining fields (Levels B to F, or whatever you have chosen to label them), type the selling price of this item. Make an entry for each price level you want to use.

If you want to specify quantity breaks for a price level:

Type the first quantity break in the first Over field and enter the price for orders over the quantity break.

In the next Over field, type the new quantity break. Assign the price for this quantity break for each level.

Continue to enter up to five quantity breaks and assign up to six price levels. Note that each quantity break must be greater than the previous quantity break and less than the next.

Click OK.

To assign a price level to a customer

Display the customer’s Card Information window and click the Selling Details tab.

In the Item Price Level field, select the price level you want to assign to the customer.

You can assign one of the six price levels or the item’s base selling price to the customer.

The selected price level, and any associated quantity breaks, will now determine the price this customer is charged for the item.

Click OK and then click Close.