Price lists are given to customers from the customer register
What moves
Customers are chosen from the shared register (never typed again); renames refresh the catalogue's copy, and a merge of two customers moves the loser's price list to the survivor.
Before you start
- Contacts & Partners (included in every plan)
- Permission to read customers (the Catalogue manager is given it)
- Products & Online Store in your plan
Step by step
- Catalogue managerProducts & Online Store
Opens a price list's Customers tab and picks a customer from the register.
You see:The customer now has that list as their own.
- SystemProducts & Online Store
Uses it first whenever that customer is priced on a quote, order, till sale or online basket.
You see:The customer sees their own prices.
- Contacts administratorContacts & Partners
Merges two duplicate customers.
You see:The register keeps one.
- SystemProducts & Online Store
Moves the removed customer's price list to the survivor, unless the survivor already has one of its own.
You see:The right price list follows the right customer.
Related
- Products & Online Store
- Contacts & Partners
- Product pictures and downloads live in Documents
- Quotes are priced from the product catalogue
- Rental products and website booking requests become reserved bookings
- A shopper sends goods back, the store answers, the warehouse receives, the refund follows
- A shopper's review is held until a person publishes it
- Connections between modules