Customer Price Tables

This article will show how you can add a price table to provide discounts to a customer that are not included in promotions

How to Create a Price Table

  1. From the Main Screen > Inventory > Price Tables
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If Price Tables does not show on your menu, please follow the steps below to activate this:

       • Setup > Business > Details
       • Click on the option to allow Price Tables
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    2. Add new price table
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  • Enter Title of the Discount
  • Date Range of how long the discount will be available to this customer
  • Sales / Purchase Price Tables. Select Sales if this will be for a customer and Suppliers for a supplier/wholesaler discount
  • Loyalty - If you would like Loyalty to be exempt on top of the discount, select to turn this off
   3. Items > Add Items

 

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  • Enter the Start and End dates
  • Retail (R) or Cost (C) Price is the price that the discount will be deducted from
  • % Change - enter a minus and then the number -10 for 10% discount, -15% for 15% discount etc..
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  • Select Products
  • Find which product the discount will be applied for
  • Enter From Date, To Date, % Change then Add
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  • Save

Product groups can also be added. Therefore if a customer purchases any items within that particular Product Group, the discount will be applied

  • Add Items > Product Groups > Select Groups > Enter From Date, To Dates and % change
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  • Save

How to Apply Price Table to a Customer

  • From the Main Menu > Customer > View Customer
  • Scroll down to Loyalty and select the price table you just created
  • Save
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Now that you have applied the price table to the customer, the discount will show when purchasing that product or product within that group

  • Open your POS
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For the discount to be applied, the customer will need to be added before the product

If the price table has been linked to the customer, it will display it

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  • Add the Product and you will see that the price has been amended accordingly
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This item was priced at 8.00 but it is now showing at 7.20 due to the 10% discount being applied

Employee Discount

Price tables can also be useful if you offer your employees a discount. For example, if they are charged at 20% on Cost Price, you can add a price table as shown below

When adding Products to the Price Table, change to C for Cost Price and enter 20 to the % change

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This is the end of the Article