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Xero Customer Price Levels

Customer price levels can be set-up based on the Xero standard sell price or standard cost price.
 
If you want to base a customer price level on the cost price, first make sure that your Web Ninja contact has imported the cost price to a user field.
 
 
Option 1: Setting Set Price Levels
The first option allows you to set a price level across all products on your site. This can be based on a percentage or additional value to the cost or sell price.
 
Log into the admin area and navigate to 'Modules' and select Price 'Manager' then 'Price Levels'.
 
 
Here you can set a new price level, based on either the sell price or cost price. Note that it is important to make sure that the required customer type/s are setup first by your Web Ninja contact. You can view the customer types in the customer list under the Account Setup for each customer. There should be a customer type for every different price level you wish to set-up i.e. Wholesale, Retail, Contractor etc.
 

 

The price manager will allow you set a new price level by adding or subtracting a percentage of the sell or cost price. You can then assign this new price level to different customer types. In the example below, I've set-up a 100% markup on the cost price for each product for a customer type called 'Wholesale Test'.

 

Once configured, you can view the price book and this price level will be assigned to all products for this customer type.

 

 

Note that the Price Levels feature allows you to only set an entire price level to a customer. Also, do not select 'Fill Prices' unless you want the default price for every customer to be this new price level. It is not recommend to do this.

 

Option 2: Special Price

This option allows you to set individual prices for

Click on 'Modules' then select 'Price Manager' from the drop down list, then 'Special Prices'.

Field 1: You can set the special price to apply to all customers, a particular customer using their account number or a particular customer type.

Field 2: Set the special price to apply to all products, a category of products or an individual product using the product code.

Minimum Quantity: Applies the price based on the quantity

Start Date: Select the date the special price will apply from.
End Date: Set this a long time in the future unless it expires on a particular date

Calculation: Set the special price based on a percentage or value in relation to the current price, cost price, sell price or contract price.

Click 'Save' to complete the set-up and then go ahead and test it.

Important Note: You need to set-up one Price Level to activate the Special Price level as being a 'special price' module, it will use the standard sell price if the the special price is set higher than it. To fix this, set-up a price level that is 100% or more of the standard price.



 

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