How do I set custom pricing for a specific customer?

Q: How do I set custom pricing for a specific customer?

Think of it in two layers — set the base with a price list, then fine-tune with special prices: Start with a price list (the base). Choose the customer’s price list when you add them, or later on their Pricing tab. Add special prices. Go to Products → Special pricing , click Add special price , choose the customer (or a customer group), then set a Sell $ or Margin % per product. You can give it dates. Use the ⋯ menu → Import from CSV… to do many at once. Both apply automatically when the customer orders. See also: “What are price lists and how do they work?” and “What is a price exception?”

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Think of it in two layers &mdash; set the base with a price list, then fine-tune with special prices: Start with a price list (the base). Choose the customer&rsquo;s price list when you add them, or later on their Pricing tab. Add special prices. Go to Products &rarr; Special pricing , click Add special price , choose the customer (or a customer group), then set a Sell $ or Margin % per product. You can give it dates. Use the &#8943; menu &rarr; Import from CSV&hellip; to do many at once. Both apply automatically when the customer orders. See also: &ldquo;What are price lists and how do they work?&rdquo; and &ldquo;What is a price exception?&rdquo;