Price Levels
Price Levels
Price Levels in CustomBooks™ is a way to group customers for the purpose of pricing and reporting. Using Price Levels, products can be automatically priced based on the customer entered on the sales document. With this feature, you can price products differently for your loyal customers, generate customer reports grouped by levels or use them to limit the view in a list of invoices. Each customer can be assigned one price level, but it is not required.
Creating Price Levels
Navigate to Lists → Price Levels. A list of previously created Price Levels is displayed.- Click Create.
- Enter a Name / Description for the Price Level.
- Click Save and Close.
Creating Price Levels
Associating Price Levels to Customers
Price Levels in CustomBooks™ are associated to customers on the Customer / Vendor card. See Creating a Customer/Vendor to learn more.
Editing Price Levels
To edit a price level:
- Navigate to Lists → Price Levels.
- Double click the Price Level to edit in the list.
- Make any changes and click Save and Close.
Editing Price Levels
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