From the “Main Menu,<\/strong>” click on “Customer Types (Price Levels)<\/strong>.”<\/p>\n Next, click on “Customer Types (Price Levels)<\/strong>.”<\/p>\n This opens the “Customer Types (Price Levels)<\/strong>” list.<\/p>\n From here, you may add or edit your Customer Types and Price Levels.<\/p>\n “Customer Types<\/strong>” or “Pricing Levels<\/strong>” 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.<\/p>\n To configure multiple price levels for different types of customers, from the “Main Menu<\/strong>,” select the “Customers<\/strong>” button and then the “Customer Types (Price Levels)<\/strong>” button.<\/p>\n You can easily add your own Customer Types by selecting the “Add A New Record<\/strong>” (F3) button.<\/p>\n Name for the Customer Type<\/strong> – Name the record so you can easily identify the price level. For example, “Employee<\/strong>.”<\/p>\n Menu Order<\/strong> – 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.<\/p>\n Price Based On<\/strong> –\u00a0When a markdown percentage is used, this field determines which price the\u00a0percentage amount is subtracted from. This way you can have, for example, regular\u00a0Wholesale customers, with a markdown of 40% from the Retail price, and Premier\u00a0Wholesale customers who get an additional 10% off of the regular Wholesale price. This is\u00a0particularly useful when some items are priced manually.<\/p>\n 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)<\/strong> – 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<\/span><\/a><\/strong><\/span> for more information.<\/p>\n Default Markdown\/Markup<\/strong> – Set this level’s percentage Markdown OR Markup.<\/p>\n Show Markdown As<\/strong> –\u00a0This field determines how the markdown amount is reflected on the Cash Register\u00a0sales screen and on receipts. Select \u201cAdjusted Price<\/strong>\u201d to use the markdown to adjust the unit price.\u00a0Select \u201cDiscount<\/strong>\u201d 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<\/strong>” 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.<\/p>\n![\"\"](\"https:\/\/certek.com\/kb4\/wp-content\/uploads\/2014\/11\/2022-09-07_15h14_30.png\")
<\/a><\/p>\n<\/a><\/p>\n<\/a><\/p>\nWhat are Customer Types and Pricing Levels Used For?<\/h3>\n
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