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BCTCC
Level 1

Price levels

I am running QB enterprise solutions: Accountant 16.0

 

I have different price levels per customer.

For eg, my customer John has a price level of less 50%.

So if i invoice John, his price on the invoice automatically comes up as the selling price less 50%. 

This is for all items created upto a couple of months back. 

 

Then all of a sudden, all new items that are created comes up on the invoice as the FULL selling price. 

Meaning Johns price level of less 50% is not being applied to the prices of all new items created in the past few months. 

The old items are still correctly applying the price levels though. 

 

I hope this makes sense. 

 

I dont know why the new items are not applying the customer price levels but i need to fix this. 

 

Please assist

 

TIA. 

3 Comments 3
AlcaeusF
Moderator

Price levels

Welcome to the QuickBooks family, @BCTCC.

 

I can get this figured out for you in no time. When creating price levels, you get to choose which specific items it'll take effect.

 

For now, I highly suggest reviewing the price rule created to determine if the problem is setup related. You can make changes by clicking the List tab and selecting the Price Rule List or Price Level List option.

 

I'm adding the detailed steps below:

 

  1. Open QuickBooks Desktop.
  2. Click the List tab at the top menu bar and select Price Rule List or Price Level List3.JPG
  3. Look for the price rule, then double-click to open.
  4. Next to the Item Name drop-down, press Multiple
  5. Put a check mark on the items you want to include. 
  6. Hit OK.

If the problem continues, please try to create a new price rule and check if it works.

 

For additional information, I've attached an article you can use to learn more about the feature such as setting conditions: Use Advanced Pricing.

 

Feel free to let me know in the comment section below if you have any other questions. I'll be around to help. Have a great day ahead.

BCTCC
Level 1

Price levels

Thank you for your reply and assistance.

It seems to have sorted the issue out. 
 
What about for future items created, how will i activate the price levels for those new items automatically?
Charies_M
Moderator

Price levels

Thanks for coming back, BCTCC.

 

Let me continue to help you in setting up a price level for new items in QuickBooks Desktop.

 

When you create new items, you'll have to manually add them to the Price Rule List or Price Level List of your choice. You can just follow the same steps provided by college Alcaeus to activate the price levels for your future items.

 

  1. Go to List and choose Price Rule List or Price Level List.
  2. Select the specific price level and double-click.
  3. Check the box beside the new item.
  4. Hit OK.

You can also refer to the article about Advanced Pricing which is also previously shared above.

 

If I can be of help with something else, just leave me a reply below. I'm always around to further assist. Take care and have a good one.

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