Customer pricing software that makes complex pricing simple to manage
Struggling to manage different prices for different customers without errors?
Unleashed automates customer-specific pricing with flexible price tiers, volume discounts, and custom pricing rules. This way, every quote and order reflects the right price, every time.
Best customer pricing software with order fulfilment and inventory control
Set the right price for every customer, every time
Everything you need to manage customer pricing
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Customer pricing FAQs
Contact us today if you have more questions about how Customer Pricing can work for your business.
Which Plan is this available on?
Customer Pricing is available on Core and Pro plans. See our pricing page for more information.
Is there a limit to the number of products that can be added to a customer?
No, there is no limit to the number of products that can be added to the customer’s record.
How can I adjust security and role permissions?
Customer Pricing was released with all Superusers having access to edit the customer pricing, however all other users have been set to have “view only” permissions.
Should you wish for a user to have access to edit this detail, please review their Role Permission to ensure that Customer and Customer Pricing (Sales > Customer > Customer Pricing) has been enabled. Please ensure the “Can Edit” check box is ticked.
Once this has been actioned, the user will be able to access and edit this information.
How does the customer pricing show on the Sales Order?
If a customer price has been set for a product within the customer record, this will reflect in red under the Unit Price field. This will also show a tooltip advising that this is a customer price.
You have the ability to add further discounts at a line level. Please note that Sales Order level discounts will not be applied on top of the special pricing.
How do I use the Customer Pricing feature?
Within the customer record you will now have a new tab called “Customer Pricing”. Here you can search for products that the customer may get special pricing. The price can either be added as a fixed price or be applied by discount.
If you have multiple products that you need to have added to that customer record, or if you wish to add products for multiple customer records, this can be done through a CSV import.
To export the pricing for a specific customer record please go through the following process: View Customers > Select the required customer > Customer Pricing > Import.
To import and export customer pricing for multiple customer records, it can be done under the following screens: Customers > Customer Pricing > Download Customer Pricing template.
Alternatively, use the drop down menu of the export button on the top right hand side to view what has been loaded in your account already.
Can I integrate Customer Pricing with my other platforms?
Currently this information is not passed to any of the native integrations.
If a price is passed from your integrated platform, Unleashed will not override it with the special customer price set within Unleashed.
Does Customer Pricing include quantity price breaks?
At this stage Customer Pricing does not include quantity price breaks. This is a separate feature which we are currently working on for future developments.
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