How to add a price exception

A price exception overrides the price of a single product for a single customer, without changing your price lists.

1. Select Products & Pricing in the menu, then Price Exceptions.

2. Select the + beside the search box, next to Import. (It is above the customer list on the left, not in the top right corner of the screen.)

3. Choose By Customer for one customer, or By Group to apply the same exception to a customer group.
4. Search for and select the customer.
5. Search for the product, then set either a Sell $ or a Margin % — use the Price / % toggle to pick which. The Visible switch controls whether that customer sees the product at all.
6. Use + Add another product to keep going, then Save exceptions.

The Import button takes a spreadsheet if you have a lot of exceptions to set at once.