Preferred Customer Pricing

If you want to offer a valued customer a discount on their purchases, (perhaps you have a regular customer who buys the same products or service each month), you can: 

The first two options are handy for processing a quick sale, but if you want to store data easily on past sales, or assign updates to pricing for multiple items at one time, using price lists will save you time.

To set up a price list:

  1. Set up your price lists in the Inventory and Services Settings window.
  2. Enter the regular and other price list prices for each inventory and service item you sell.
  3. In the customer's record, on the Options tab, select the price list you want to use with the customer.
  4. When you create a sales order or invoice, the customer's assigned price list price will appear automatically for each item or service you sell.