Price Levels
Price Levels in CustomBooks™
Price Levels allow you to group customers for customized pricing and reporting. With Price Levels, products can be automatically priced based on the customer selected in a sales document. This feature enables you to apply special pricing for loyal customers, generate customer reports grouped by price levels, and even limit the view of invoices in lists. Each customer can be assigned one price level, though it’s optional.
Viewing Price Levels
To view the list of Price Levels:
- Navigate to Lists > Price Levels or Sales > Price Levels.
Creating Price Levels
- Go to Lists > Price Levels or Sales > Price Levels.
- Click Create > New.
- Enter a description or name for the Price Level.
- Click Save or Save and Close.
Associating Price Levels to a Customer
Price Levels are linked to customers on their Company (Customer/Vendor) card.
To assign a price level:
- Open the company card under Lists > Companies, Customers, or Vendors.
- On the card, go to the Financial tab and select the appropriate Price Level.
Deleting a Price Level
- Navigate to Lists > Price Levels or Sales > Price Levels.
- Select the Price Level to delete.
- Click More Actions > Edit > Delete, or right-click the Price Level and select Edit > Delete.
See How to Create and Use Price Levels
This video shows how to create Price Levels in CustomBooks, assign a Price Level to a customer, and use Price Levels with the Price Matrix tool.
Video Summary
To create a Price Level, go to Sales > Price Levels, select Create > New, enter a description, and save it. You can then assign the Price Level to a customer from the customer's Financial tab. Price Levels can also be used in the Price Matrix with options such as Item Category + Price Level and Item + Price Level.
Key Takeaways
- Create Price Levels from Sales > Price Levels.
- Enter a description for the new Price Level and save it.
- Assign a Price Level to a customer from the customer's Financial tab.
- Use Price Levels in the Price Matrix with Item Category + Price Level or Item + Price Level.
＋ Read the Full Video Transcript
In this video, we are going to show you how you can create Price Levels for your customers and how they are used in CustomBooks.
To start, let's click on Sales and then choose Price Levels. You will see all the Price Levels that you have set up displayed, and if you need to add a new one, click Create and select New. You will need to enter a description and then Save.
To see Price Levels in action, first we will show you how you can assign a Price Level to a customer. If you go to Sales, this time we will select Customers. After we open up a customer record, on the Financial tab we have a field for Price Level where we can assign the correct Price Level to the customer.
Finally, we can use the Price Levels in the Price Matrix tool. When we click on Sales and select Price Matrix, we can see a list of all of our Price Matrix entries.
If we click Create, there are two options where we can use the Price Level: Item Category + Price Level and Item + Price Level.
We have a full video dedicated to our Price Matrix tool where you can see this in action.