Set up a sales price list for customer groups

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Occasionally, you might want to use the same price and discount conditions for specific groups of customers, such as a chain of retail stores or for wholesalers.

To implement this pricing decision, you need to set up the required group on the Customer Price Group page and then enter the favorable price for the group.

To set up the required customer price group, select the search for page  icon in the upper-right corner of the page, enter Customer price group, choose the related link, and then follow these steps:

  1. On the Customer Price Group page, in the Code field, enter RETAILER.

  2. In the Description field, enter Retail chain stores.

  3. Repeat the previous steps for the WHOLESALE customer price group.

Screenshot of the Customer Price Group page.

You can assign a customer price group to a customer on the Invoicing FastTab of the customer card.

Screenshot of the customer card, showing the Invoicing tab.

Watch the following video for a demonstration of how to set up a special price for a group of customers.