V9 - Assigning price tiers to customers and using price tiers on transactions
SOS Inventory supports price tiers—also known as price groups or price levels—that allow you to have different pricing structures (such as wholesale and retail pricing) for different customers, as well as quantity-based pricing.
Price tiers must be created by a company administrator in the Configuration mode (Tools & settings > Configuration > Lists > Price tiers) before they can be used on transactions. See Price tiers for information on creating and editing price tiers.
Any items not in the price tier will use the default pricing specified for the item.
You can use the Export data (Tools & settings > Export data) and Import data (Tools & settings > Import data) features to edit your price tiers in bulk. See Bulk editing price tiers for information on this process.
Assigning price tiers to customers
To assign a price tier to a customer, go to the Customers list (Operations > Sales > Customers). Add a new customer or open an existing customer record, then select the default price tier from the Price tier dropdown. Be sure to save the customer record.
Once a price tier has been assigned to a customer, any sales transactions you create for that customer will automatically load that price tier by default. You can override the price tier pricing on a sales transaction if desired.
Your price tiers, as well as pricing by item and/or customer, can be viewed in the Price book (Operations > Reports > Sales > Price book). Select the item(s), customer(s), and print or export as needed.
Using price tiers on sales transactions
To view the accompanying video on this topic, see V9 Video tutorial - Using price tiers on sales forms.
SOS Inventory allows you to apply different price tiers to different line items on the same sales transaction—or the same price tier to all line items on that transaction. The difference depends on whether you select the Price tier field's Apply button.
If a customer has a price tier defined in their record, then that tier will come up as the default price tier for their sales transactions. If a customer does not have a price tier defined, the default price tier, List Price, will be displayed.
Applying different price tiers to items on the same sales transaction. Before entering each item on a sales transaction, choose the item's desired price tier from the Price tier dropdown—but do not select the Apply button.
In the screenshot below, the item Austrian Mantel Clock has the default price tier (List Price), so the clock's Discount % is 0. In the second screenshot, the item Sapphire and Diamond Ring, the 10% price tier was selected prior to entering the item (again, the Apply button was not selected). The Discount % column for the ring displays 10, but that of Austrian Mantel Clock remains at 0.
Applying the same price tier to all items on the same sales transaction. Choosing the desired price tier from the Price tier dropdown and then selecting Apply will assign that tier to all line items entered on the transaction. The screenshot below shows the same line items as the previous screenshot—but Apply was selected after the Sapphire and Diamond Ring was entered as a line item. This changed the Discount % for Austrian Mantel Clock from 0 to 10. In addition, any line item entered after the Apply button is selected will automatically have the 10% price tier applied.
