To change pricing options for a customer, go to the Customers tab in the navigation sidebar. Select the customer account from the list and go to the Terms / Pricing tab.
Select Edit to activate the fields and add details as required:
- Price Level - choose the price level required for the customer from the drop-down menu.
- Default Discount (%) - enter a percentage to apply a discount to all product lines on invoices for this Customer.
Save to complete.
Settings established within the Terms / Pricing tab apply to all invoices created for the customer.
Customers may also have Contract Rates setup for them offering specific pricing for products or product groups.