Customer Types and Pricing Levels are very helpful if you serve a variety of customers. You might have customers who buy in bulk (wholesalers), regular retailer shoppers, or unique groups, like art suppliers or farmers. Whatever the case, you can create Customer Types with accurate Price Levels to help manage them.
Accessing Customer Types (Price Levels)
From the “Main Menu,” click on “Customer Types (Price Levels).”
Next, click on “Customer Types (Price Levels).”
This opens the “Customer Types (Price Levels)” list.
From here, you may add or edit your Customer Types and Price Levels.
What are Customer Types and Pricing Levels Used For?
“Customer Types” or “Pricing Levels” can be used to give different prices based on a customer’s qualification. For example, if they belong to a Loyalty Club and they have earned a specific number of points, you can change their customer type to always give them a certain discount off retail. OR you may set up employees to pay a certain percentage above cost for items they purchase.
To configure multiple price levels for different types of customers, from the “Main Menu,” select the “Customers” button and then the “Customer Types (Price Levels)” button.
You can easily add your own Customer Types by selecting the “Add A New Record” (F3) button.
Name for the Customer Type – Name the record so you can easily identify the price level. For example, “Employee.”
Menu Order – You can set the order of the customer type when it appears in a list by setting the number here. If the menu order is duplicated, then the list will be alphabetized. To remove a record from the list, set the menu order to zero.
Price Based On – When a markdown percentage is used, this field determines which price the percentage amount is subtracted from. This way you can have, for example, regular Wholesale customers, with a markdown of 40% from the Retail price, and Premier Wholesale customers who get an additional 10% off of the regular Wholesale price. This is particularly useful when some items are priced manually.
Similarly, you can set the price for this level to be a Markup above cost which could be used for employees.
Escalates to (Customer Type) – This would be used if you have a Category that has Special Handling set to escalate a customer type when purchased. See the Category Record Basic Tab for more information.
Default Markdown/Markup – Set this level’s percentage Markdown OR Markup.
Show Markdown As – This field determines how the markdown amount is reflected on the Cash Register sales screen and on receipts. Select “Adjusted Price” to use the markdown to adjust the unit price. Select “Discount” to keep the regular retail price and show the difference as a discount. This setting will also affect reporting of discounts in Day End and Month End reports. Select “Price plus Retail Price” to show both prices.
The sales screen will now show the retail price as a note line. It will be included on invoices but not on packing slips.
Ignore Retail Discount – This option allows you to ignore any discounts set in item records or category records for this customer type.
Customer Discount Type – If you have chosen to Ignore Discounts “NO,” you can set the field to either “Don’t Combine with other discounts (each line gets best discount)” or allow “Additional Discount on top of the other discounts.”
Customer ID Required – If this is set to “Yes,” then the customer ID is required to receive this Price Level pricing.
Enable Contract Pricing – Select “Yes” to enable contract pricing.
Required Authorization Level – Select which authorization level this customer type requires to add a customer to this list. An example of what it looks like if a user tries to add a customer to a list without authorization:
