How do I create a custom price list for a customer?

To create a custom price list for a customer following these steps:

  • Click the left side menu ‘Accounting’ then ‘Price Level List’
  • At the top of the Price Level List click ‘Add Price Level’
  • Create either a ‘Per Item’ or ‘Fixed %’ price level and save
  • Go to your Customers List and open a customer
  • Select the Price Level in the drop down located in the ‘Financial Details’ section towards the bottom of the page
  • Save the customer

Every time you create a job for this customer, the assigned price level be automatically selected for the Job Items added. You have the option to change the Price Level individually for each job item if needed.

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