Price Rule setting

Hiroki · ‎July 27, 2021

I would like to setup 2 or more different Price rules in 1 customer's account.

OR

I would like to have a selection of discount level on Estimate/Sales Order/Invoice.

For example, we give 20% discount from the list price for customer A. We applied the 20% discount level to the customer's account. However, sometimes we give 30% discount for a particular item like below:

item 1 List Price $100.00,Customer A's price (20% discount) $80.00

item 2 List Price $500.00, Customer A's price $350.00 (applied price rule is 20% discoount but this time we would like to give 30% off so I want to show $350.00 on Estimate/SO/Invoice)

Thank you,

Yoko

ShiellaGraceA · ‎July 28, 2021

Thanks for getting back to us here, @Hiroki.

I have some information about adding price rules to a customer's account. The Customer Type section is used to categorize your customers in ways meaningful to your business (Example: Retailer or Wholesale). That said, utilizing this portion to add a new price level isn't possible.

You'll want to enter the discount manually on the invoice or on the received payment page as a workaround. Here's how:

To manually add the discount in the invoice, just override the Amount column.

From the Receive Payments page:

Go to the Discounts and Credits menu at the top.
Select the Discount tab, then enter the Amount of Discount.
Choose the Discount Account and Discount Class if you're using this option.
Click Done. See the image below.

Additionally, here's a link that covers all the tasks you can do when using the customer feature: Topics about your company's income and customers.

Have concerns or follow-up questions about price levels? Drop them anytime and I'll be happy to answer them for you. Take care and have a great rest of the week.

View solution in original post

katherinejoyceO · ‎July 27, 2021

Thanks for visiting the Community today, @Hiroki. You can enable to Advanced Pricing in the Sales and Customers Preferences. Then, set up the Price Levels so you can automatically change prices based on customer type.

With this being set-up, you can do the following:

Change the price of all items sold to customers assigned a customer type in the customer center.
Define specific item prices to charge customers assigned to a customer type.

Here's how to enable Advance Pricing:

Go to Edit, then select Preferences.
On the left panel, click Sales & Customers.
Select the Company Preference tab, and under the Custom Pricing section, click the Get started with Advanced Pricing link.
Follow the on-screen instructions.
Click OK once done.

To create a Price Level, here's how:

Go to the Lists menu, then select Price Level List.
Select Price Level at the bottom, then choose New.
Enter a name for the price level on the Price Level Name field, then click OK.

For additional insights about Price Rules in QuickBooks Desktop, read through this article: Use Advanced Pricing.

for future reference, you can browse our QuickBooks Articles hub to search for some relevant topics, tips, and some steps for your day-to-day QuickBooks tasks.

Feel free to comment below if you have any other questions. Wishing you continued business success.

Hiroki · ‎July 28, 2021

Dear KatherinejoyceO,

Thank you for the reply.

I checked company pref at Sales & Customers, it's already checked on "Enable Advanced Pricing".

Please find uploaded PDF.

My question is, is there any way that we can add more than 1 price rule to a customer's account.

In the customer's account, there is only 1 spot where I can set up price rule that I created.

However, I would like to set up 1 or 2 more of those to the same customer.

Is there anyway that I can add the "customer type" spots to the customer's account?

Since we can set only 1 discount level for now, we adjust the amount on SO/Invoice using "adjustment" item code...

Thank you,

ShiellaGraceA · ‎July 28, 2021

Thanks for getting back to us here, @Hiroki.

I have some information about adding price rules to a customer's account. The Customer Type section is used to categorize your customers in ways meaningful to your business (Example: Retailer or Wholesale). That said, utilizing this portion to add a new price level isn't possible.

You'll want to enter the discount manually on the invoice or on the received payment page as a workaround. Here's how:

To manually add the discount in the invoice, just override the Amount column.

From the Receive Payments page:

Go to the Discounts and Credits menu at the top.
Select the Discount tab, then enter the Amount of Discount.
Choose the Discount Account and Discount Class if you're using this option.
Click Done. See the image below.

Additionally, here's a link that covers all the tasks you can do when using the customer feature: Topics about your company's income and customers.

Have concerns or follow-up questions about price levels? Drop them anytime and I'll be happy to answer them for you. Take care and have a great rest of the week.

Hiroki · ‎July 28, 2021

Dear ShiellaGraceA,

Thank you for the message, I understood that it is impossible to have 2 or more price rule to 1 customer's account.

Hope Quickbooks add this feature sometime soon.

Thank you,

Yoko

MariaSoledadG · ‎July 28, 2021

Allow me to provide you some information about the price rule, Hiroki.

I know that having 2 or more price rules to a customer account is beneficial for your business. I'll take note of this and submit a request. You'll also want to submit feedback personally from your QuickBooks account. To do this, you can follow the steps below:

Go to the Help menu, then select Send Feedback Online.
Choose Product Suggestion.

Once submitted, this will automatically go to our developers' team for study and implementation if approved. You may also want to check out this article for additional information: Use Advanced Pricing.

In addition, to get the information you need, you'll want to add information on the header or footer to personalize your report. Read this article for your reference: Customize reports in QuickBooks Desktop.

Keep me posted if you have any questions about pricing rules. Remember, the Community is always open 24/7 if you need further assistance.

Hiroki · ‎July 28, 2021

Dear MariaSoledadG,

Thank you for the message.

Yes, it is very ideal feature that we can have 2 or ore price rules for 1 customer account.

I will send a feedback, thank you!

Yoko

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