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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 price exceptions:
- Start with a price list (the base). Assign the customer a price list to set their general pricing level. You can apply it when adding the customer, or from the customer record.
- Customise with price exceptions. For products that should differ, go to Products & Pricing → Price Exceptions, find the customer (or add them with +), and set the custom price per product. Use Import 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?"