Configure Pricing

Problem: You need to control who pays what — standard tiers for everyone, and special pricing for specific customers.

Price levels

1. Open Price Levels and click +.
2. Enter a Name (max 20 characters, e.g. Retail, Wholesale), then Save.
3. On a customer, set their default Price Level. It flows onto every order for that customer.

Contract pricing

1. Open Contracts and click +.
2. Enter a Description (required) and, optionally, a Start date and End date.
3. Under Products, add a row: pick the Product and enter a Formula:
   • a flat price — 25.50
   • an adjustment — 5.00, +5.00, 10%, +10%
   • an expression — =amount * .7 + 5.00
4. Link the customer(s) to the contract.

A contract price overrides the customer's price level for the products on that contract.