A trade customer gets their own price list and is quoted from it
Who is involved
| Role | What they do |
|---|---|
| Sales manager | Agrees special terms with a customer and asks for them to be set up. |
| Catalogue manager | Creates the price list and assigns it to the customer. |
| Account executive | Quotes the customer. |
Step by step
- Sales manager
Asks the catalogue manager for a Trade price list at 20 percent off for a named customer.
What they see:The request is agreed; nothing changes yet.
- Catalogue manager
Creates a price list with a percentage rule, then opens its Customers tab and picks the customer from the register.
What they see:The customer is listed against the price list.
- Account executive
Starts a quote for that customer and adds a product.
What they see:The line is priced from the customer's own list, not the default.
- Catalogue manager
Opens the product's Pricing tab and asks what the customer would pay.
What they see:The explanation names the list and rule that produced the price.
Who is told what
None are sent; the effect is visible the next time anything is priced for that customer.
Related
- Products & Online Store
- CRM & Sales Pipeline
- Contacts & Partners
- A website booking request reaches the rentals team
- Opening an online store takes a catalogue manager, an administrator and a developer
- With Sales Orders, the warehouse ships the online order
- Rental products and website booking requests become reserved bookings
- Sales orders are priced by the catalogue
- Team workflows