How do I create a custom Price List for a Customer?

Every time you create a job for a customer, a Price Level column will display in the Job Item List. You have the option to change the Price Level for each individual Job Item.

To create a custom Price List for a Customer follow the steps below:

  • Enter the Customer name for the Price Level ‘Name’
  • Select ‘Per Item’ as the type
  • You have the option to modify each Item price for this Price Level
  • Save the Price Level
  • Repeat 1 – 5 to create a Price Level for each Customer that you want a custom Price List
  • In the Customer tab open the Edit Customer page for a Customer
  • Select the Price Level for that Customer in the drop down in the ‘Financial Details’ section towards the bottom of the page
  • Save the Customer
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