1. Choose the MANAGE PRICING TIERS option under Price Lists, the following pops up: 2. C lick on the edit button next to LEVEL 1 3. Rename the Level to whatever you want the tier to be called. 4. You can remove excess tiers (not Level 9 – it is the default that customers are imported into). |
2. Make sure you are under the MASTER FACTORY to see your lists.3. Make sure you pick the RETAIL or WHOLESALE price list that you want to attach your tiers to.4. Click the EXPORT to CSV to get a blank spreadsheet you can enter your tiers into:5. In your spreadsheet populate the information you require:
a. Click the CSV Button and choose your CSV from your computer
b. The file name will then appear
c. Click the Import Button
1. Once you have your quote created, you can click on spanner/wrench for the PRODUCTION METHOD for the job:
2. This will bring up different options you can override for a job. In our case, we want to override the Price List to use the Pricing Tiers we created:
3. This will now apply the tier markup based on the BLACK DISCOUNT TIER found in the PRICING TIERS
When managing pricing tiers, we have added a function to allow the user to bulk reallocate the tier against any customer records that use the selected tier.
In this example we have a tier called ‘Tier IQ’:
When deleting a tier that has a customer link, you will be asked to select a replacement tier: