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      Creating Discount/Markup based Pricing for Customer Groups

      Creating Customer Groups

      1. Click on Customers>Customer Groups 
      2. Type in the name of the group you would like to create and click "Add New Group"
      3. Select the group you would like to populate and then click "Associate Customer to Group"
      4. Select customers to be included in the group and click "Add"
      Creating Product Categories
       
      1. Click on Products>Manage Categories
      2. Type in the name of the category you would like to create and click "Add New Category"
      3. Select the category you would like to populate and then click "Associate Product to Category"
      4. Select products to be included in the category and click "Add"
       

      Creating Global Pricing

       
      1. Click on Products>Global Pricing
      2. Click the "Global Pricing Options and Promotions" tab.  Now, select a group of customers and product categories.  In the "Global Pricing" section, select the discount or markup option and enter the percentage discount/markup.  Then, click “Quick Process” or “Process” to apply the changes. 
        1. Quick Process applies the mark up or discount, but does not replace the customer pricing and does not lock the prices against future changes. 
        2. Process applies the mark up or discount, locks the prices, and replaces customer pricing as necessary.
      3. Once you have processed the discount/markup, you will receive a notification indicating the pricing has been successfully created
       

      Reviewing Pricing

      1. Click on Products>View All Products
      2. Click the edit button at the far right for the product you would like to review 
      3. Click on the "Customer Pricing" tab.  Here you can see all the special pricing rules that you have setup.
      4. You can view customer price lists by clicking Reports>General Reports>Customer Price Lists
      5. Select your criteria for the report and click "Print/Export"

      1. Click on Customers>Customer Groups 
      2. Type in the name of the group you would like to create and click "Add New Group"
      3. Select the group you would like to populate and then click "Associate Customer to Group"
      4. Select customers to be included in the group and click "Add"

      Creating Product Categories
       
      1. Click on Products>Manage Categories 
      2. Type in the name of the category you would like to create and click "Add New Category"
      3. Select the category you would like to populate and then click "Associate Product to Category"
      4. Select products to be included in the category and click "Add"
       

      Creating Global Pricing

       
      1. Click on Products>Global Pricing
      2. Click the "Global Pricing Options and Promotions" tab.  Now, select a group of customers and product categories.  In the "Global Pricing" section, select the discount or markup option and enter the percentage discount/markup.  Then, click “Quick Process” or “Process” to apply the changes. 
        1. Quick Process applies the mark up or discount, but does not replace the customer pricing and does not lock the prices against future changes. 
        2. Process applies the mark up or discount, locks the prices, and replaces customer pricing as necessary.
      3. Once you have processed the discount/markup, you will receive a notification indicating the pricing has been successfully created
       

      Reviewing Pricing

      1. Click on Products>View All Products
      2. Click the edit button at the far right for the product you would like to review 
      3. Click on the "Customer Pricing" tab.  Here you can see all the special pricing rules that you have setup.
      4. You can view customer price lists by clicking Reports>General Reports>Customer Price Lists
      5. Select your criteria for the report and click "Print/Export"