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

1. Go to Lists > Price Levels or Sales > Price Levels.
2. Click Create > New.
3. Enter a description or name for the Price Level.
4. 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:

1. Open the company card under Lists > Companies, Customers, or Vendors.
2. On the card, go to the Financial tab and select the appropriate Price Level.
   
   

Deleting a Price Level

1. Navigate to Lists > Price Levels or Sales > Price Levels.
2. Select the Price Level to delete.
3. Click More Actions > Edit > Delete, or right-click the Price Level and select Edit > Delete.