/
Create Price Groups

Create Price Groups

Owned by Keith Mangold
Last updated: Dec 24, 2024 by Jay Pace
2 min read

Price Groups are used to create a collection of Customers that will be priced in a similar fashion using Order Templates.

Pre-Requisites

  1. None

Step-by-Step Guide

  1. Access the Master module.
     

    image-20241224-132738.png

  2. Click Pricing.

    image-20241224-132757.png

     

  3. Click Price Group.

    image-20241224-132821.png



  4. Click Insert.

    image-20241224-133258.png



  5. Specify a Price Group value (such as a short code).

    image-20241224-133704.png



  6. Specify a Description.

    image-20241224-133943.png

  7. Click Save.

    image-20241224-134103.png

     

  8. You can now assign this price group to customers on the Customer Master. See also pricing setup.

    (This image from the customer master screen)

    image-20241224-134941.png

     

  9. You can now use the new price group to create a pricing template that will apply to all customers that are assigned to the pricing group.

 

Related content