I was aware that we had this (I think bespoke facility against the sales ledger) however this is great that we can have a company wide price list or at least bands for this price list.
Can you confirm that if we have a price list say "Key account" and one of the "Key Accounts" have a bespoke special price for them against the sales ledger that the Sales ledger price will take preference?
Also is there a way that we can upload the special prices from a spreadsheet rather than having to do individual product add?
Hi Rob. Are you aware that you can already switch to using CRM pricing? And, that this already has quantity break functionality? Search the settings window for "price" to find it. It's called "Built-in Customer Pricing and Discounts". If you enable this then all the pricing is managed in the CRM. Worth explicitly adding that this pricing is completely seperate to Cin7 pricing, and isn't pushed to Cin7 - if you enable that option, the special pricing only works in Prospect.
I was aware that we had this (I think bespoke facility against the sales ledger) however this is great that we can have a company wide price list or at least bands for this price list.
Can you confirm that if we have a price list say "Key account" and one of the "Key Accounts" have a bespoke special price for them against the sales ledger that the Sales ledger price will take preference?
Also is there a way that we can upload the special prices from a spreadsheet rather than having to do individual product add?
This looks great though.
Hi Rob. Are you aware that you can already switch to using CRM pricing? And, that this already has quantity break functionality? Search the settings window for "price" to find it. It's called "Built-in Customer Pricing and Discounts". If you enable this then all the pricing is managed in the CRM. Worth explicitly adding that this pricing is completely seperate to Cin7 pricing, and isn't pushed to Cin7 - if you enable that option, the special pricing only works in Prospect.
See http://docs.prospect365.com/en/articles/2847084-configuring-crm-built-in-special-pricing for more details.