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Level 1

How do I charge different customers a different price for the same item?

How do I charge different customers a different price for the same item?

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Best answer 12-10-2018

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QuickBooks Team

Hello mike schaul, If you're using QuickBooks Pro, you'll...

Hello mike schaul,

If you're using QuickBooks Pro, you'll have to manually enter the different price for each customer. However, if you're using QuickBooks Premier and Enterprise, you can create a price level. A price level changes the sales price up or down when you do things like invoice. Here's an article on how to create or edit a price level: http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/Core/Pri...

After creating a price level, you'll have to set it up to your customers. Here's how:

  1. Go to Customers, then choose Customer Center.
  2. Double click on the customer's name.
  3. Go to the Payment Settings tab.
  4. Click the PRICE LEVEL drop-down arrow, then choose the price level created.
  5. Click OK.
Let me know if you need something else. Thanks!

View solution in original post

33 Comments
Highlighted
QuickBooks Team

Hello mike schaul, If you're using QuickBooks Pro, you'll...

Hello mike schaul,

If you're using QuickBooks Pro, you'll have to manually enter the different price for each customer. However, if you're using QuickBooks Premier and Enterprise, you can create a price level. A price level changes the sales price up or down when you do things like invoice. Here's an article on how to create or edit a price level: http://support.quickbooks.intuit.com/support/pages/inproducthelp/Core/QB2K12/ContentPackage/Core/Pri...

After creating a price level, you'll have to set it up to your customers. Here's how:

  1. Go to Customers, then choose Customer Center.
  2. Double click on the customer's name.
  3. Go to the Payment Settings tab.
  4. Click the PRICE LEVEL drop-down arrow, then choose the price level created.
  5. Click OK.
Let me know if you need something else. Thanks!

View solution in original post

Level 15

QB Pro has Price Levels, but you can only use % up or % d...

QB Pro has Price Levels, but you can only use % up or % down.

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Kristin,

 

This is not answering the question and issue we are having with PRO.

When creating a new Price Level list you are FORCED to create one as " Fixed Percentage" and cannot select "Per Item" any longer.

You also cannot edit a current Price Level list.

 

Could you address?

Level 15

"and cannot select "Per Item" any longer. You also cannot edit a current Price Level list."

singhberding

 

You likely used to have Premier.

 

QB Pro only ever had % up or down Price Levels.

 

QB Premier and Enterprise offer that and in addition, offer Per Item Price Levels.

 

If you updated QB Year or Version, you seem to have Downgraded the Program "edition."

QuickBooks Team

Re: "and cannot select "Per Item" any longer. You also cannot edit a current Price Level list."

Hi there, @singhberding.

 

Thanks for adding your concern on this thread. I can provide information about creating Price Level in QuickBooks Pro.

 

The feature to set custom prices for individual items when setting up prices for different customer or jobs is only available in QuickBooks Premier and Enterprise. While the ability to assign a Per Item type isn't available in QB Pro, you may increase or decrease the price level to a certain percentage.

 

To further illustrate, please see some attached screenshots.

 

Pro Price Level.jpg

 

Enterprise Price Level.jpg

 Additionally, try verifying the subscription you maybe using before QB Pro, to determine if you're using a different version before. Let's go ahead visit the Customer Account Management Portal Site (CAMPS) to view your subscription information.


Here's how:

  1. Go to Company at the top menu bar.
  2. Select My Company.
  3. Click the Manage Your Account button at the upper right corner.
  4. Sign in to your account.
  5. Under Product and Services, you can find your QuickBooks product info.

The following article contains more information about CAMPS: https://community.intuit.com/articles/1502369.

 

This information should help you clarify things with Price Level in QB Pro. If you have further questions about this, feel free to post a reply. I'll be around to answer. Have a great day!.

Anonymous
Not applicable

Re: "and cannot select "Per Item" any longer. You also cannot edit a current Price Level list."

I have Quickbooks Enterprise and I can only set pricing by % up or % down. No ability to actually add or upload my different price levels. If I am mistaken please let me know how to do this because I have asked Quickbooks for 3 years with no sucess.... 

Level 15

Re: "and cannot select "Per Item" any longer. You also cannot edit a current Price Level list."

@Anonymous

 

Go to Edit menu > Preferences. There are over 400 settings here. You need to review all of them. Go to Sales & Customers, then the Company Menu tab. Did you Enable Price Levels and/or other Custom Pricing options in Enterprise? Some settings will override others, as well, since they would conflict, if Both were available at the same time.

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

We have QuickBooks PREMIER.  

Some of our items are NOT discount-eligible.  We sell to some customers at full price and to other  customers at 20% off on most of our products. A few items NEVER get a discount applied.  

How can I set THOSE select NON-discount-eligible items at ONE FIRM retail price??

Level 15

Re: Price Level Per Item

@MarBat

 

When you select to make a Price Level as Per Item, you do Not Select items that you want to have remain at their Base Price. It's that simple; do not mark that there is any alternative price for them.

 

Price Levels, even if you want 20% discount for a Price Level, can still be Per Item, so that it is Never applied to every item across the listing. It can still be Selectively Assigned, by using the Per Item option.

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

When we establish a customer in QuickBooks PRO, the customer pays either full Retail price OR if discount-eligible, we set the customer up for 20% off.  

PROBLEM is that we have a few items that are NOT discount-eligible. So if a 20% OFF customer buys one of those few NON-discount-eligible items, QB PRO automatically shows the 20%-discounted price of that item in the invoice and if the employee writing the invoice does not catch it, our customer gets that item at 20% off, even though a few items shall stay at full price.  

HOW can I make the Price of those few items "permanent" = NON-discount-eligible??  How do I have to set it up in QB PRO that the system knows "this customer gets 20% on all those many items but pays FULL PRICE on these few items"????

QuickBooks Team

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

Hello there, @MarBat.

 

Allow me to provide additional information on how you can make sure discounts are applied to customers properly.

 

With QuickBooks Enterprise Advance Pricing feature, you have the option to assign the price levels to each individual customer so the prices are automatically adjusted when you create the invoice to a particular customer. 

 

Here's how:

  1. Create the Fixed Price Level.
    1. Go to List.
    2. Choose Price Level List.
    3. Select New in the Price Level drop-down.
    4. Enter the name of the Price Level (i.e. 20%).
    5. Under Price Level Type, choose Fixed %.
    6. Complete the Price Level information.
    7. Click Ok.  
  2. Assigned to the Customer.
    1. Click Customer.
    2. Choose Customer Care.
    3. Select the Customer you want to assign.
    4. Go to Payment Setting.
    5. In the Price Level drop-down, choose the discount you want to apply to customer.
    6. Click Ok.

The ability to create price level lists and assigned them to customers can save you lots of time if you constantly have to customize invoice prices for certain customers.That should do it! 

 

Please don't hesitate to click the Reply button if you have other questions about setting up and managing Price levels in QuickBooks Desktop. I'm always here to help.

Level 15

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

@juVielL

 

Please Learn from the input here.

 

The Advanced Price tools and functions in Enterprise is not the same as Price Levels.

 

All the desktop programs have Price Levels.

 

And Pro does not have Per Item. @MarBat

 

You told us this: "When we establish a customer in QuickBooks PRO"

 

You would move this data file to Premier, because you have come across a function that is Significantly important to you, and Pro is an Entry Level program that doesn't provide for setting up what you want. You would need to Manually Select in the invoice, the item Price from the Base Price, to offset that you thought you would take advantage of the % up or down function, since Pro is limited to only % up and down across all items.

 

"QB PRO automatically shows the 20%-discounted price of that item"

 

Because you have the Wrong QB Program. You need to get the Program that has the tools that meet your request, or have People do the work properly. The function you want is Per Item Price Level, which is not in Pro.

 

Please see my attachment.

Level 2

Re: QB Pro 2017 and price levels

I have QB Pro 2017 (verified on CAMPS).  I am trying to use the simple percentage off price level (for all items) for certain customers.  I have entered the price level (20% off) and assigned it to the customer.  When I create an invoice or a Sales Receipt for that customer, it is not showing the 20% off price for them.  I am a little confused, as I tested this some time ago and it worked, but a couple QB updates have occurred since I tested it. 

 

Thanks-

Moderator

Re: QB Pro 2017 and price levels

I appreciate you checking in with us, WineLaker.

I'd be happy to lend a helping hand with showing off the price level in the invoice.

 

You may want to delete and recreate the price level that you assigned to your customer. Once done and the price level still doesn't show in the invoice or sales receipt, you can reach out to our QuickBooks Desktop Support.

 

Agents have the necessary tools like screen-sharing to get you back up and running. Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

 

You may find this article helpful: https://quickbooks.intuit.com/community/Inventory-and-projects/Use-Advanced-Pricing/td-p/203698.

 

If you need anything else, please let me know. Have a good one.

Level 2

Re: QB Pro 2017 and price levels

@RoseMarjorieA Thanks for replying so quickly.

 

Unfortunately, deleting the price levels and re-entering them did not work.  I will reach out to Desktop Support tomorrow.

QuickBooks Team

Re: QB Pro 2017 and price levels

We can try one more solution to fix the issue with the price levels, WineLaker.

 

Based on your previous reply, you've mentioned that the price level has worked before when you tested it. Let's try to see if the setup of the price level item is damaged. That's probably why it's not working as it's supposed to be on the invoices. The Verify and Rebuild Tool can help us check if this is the case.

 

Here's how:

  1. Click Windows at the top, and select Close All.
  2. To Verify the data file, click File Utilities Verify Data.
  3. To Rebuild the data file, click File Utilities Rebuild Data.
  4. Click OK when you get the message Rebuild has completed.
  5. Run Verify Data again to check for remaining data damage (follow step 2).
  6. If there are additional damages, you'll have to manually fix. Locate the error within the qbwin.log and search for a resolution at the QuickBooks Desktop Support site (or enter the error in the Comments section below so I can give you the troubleshooting steps).
  7. If your error cannot be found, you can try restoring a recent backup. Choose File Restore. Make sure that you do not overwrite your existing company file. Any information entered in the company file since the backup was created must be manually reentered after you restore.

Then, kindly create an invoice again, assign a price level, and see if it takes the 20% off. If it's not working, please proceed with giving us call.

 

Just keep me posted if you need anything else, and I'll get back to you. I appreciate your patience on this.

Level 2

Re: QB Pro 2017 and price levels

@SophiaAnnL - thanks for something else to try!

 

Unfortunately, the verify showed no damage.  I ran the rebuild as well, just in case.  No issues.  Tried the invoice/sales receipt again and still not working.  Can you verify Basic Price Levels (Not the advanced Pricing or Pricing Rules in the Enterprise version) are still in the QB Pro version?  The Pricing level list is still there and the option to assign a customer to a list is there.  It just seems to be ignoring it.  Or could there be a setting (that I did or a recent update did) somewhere that is overriding it?

 

Thanks

-WineLaker

Level 15

Re: QB Pro 2017 and price levels

@WineLaker

 

You can Tell if this is working: in the invoice or sales receipt, at the top with the Name, you see the Price Level in parenthesis when you assigned the customer the Default for their sales. In the Rate field for the item(s), you would not even see a little dropdown unless you have set Price Levels in this file. And use that little arrow to see your Different Prices, including Base Price.

 

Please see my attachment.

Level 1

Re: How do I charge different customers a different price for the same item?

Any tips for this if we're on Quickbooks Essentials Online?

QuickBooks Team

Re: How do I charge different customers a different price for the same item?

Hi there, lisag123456.

 

Thanks for posting in the Community. I'm here with some insight to provide that you may find helpful.

 

You can visit our Apps Center, and look for a third-party app that'll let you set a different price for customers on specific items. Once you've found it, just select the app and click Get app now, then follow the on-screen instructions to integrate it with QuickBooks.

 

Lastly, you may also want to consider upgrading your subscription to QuickBooks Online Plus. It has a feature called Price Rules that works similarly to the Price Level option. For additional insight about this and the steps on how to set it up, you can check out this article: Set pricing rules

 

I hope this response finds you with a smile today. Let me know if there's anything else I can do for you, I want to make sure you're taken care of. Thanks for reaching out, wishing you and your business the best!

Anonymous
Not applicable

Re: How do I charge different customers a different price for the same item?

Hi Lisa,

 

i had the same same issue and ended up using the Price List feature in quickbooks along with the Transaction Pro Importer app.  1st you set up your Price List names in the Price List section i.e. Retail, Wholesale, Discount Wholesale, etc... next import your pricing using the Transaction Pro software.  Lastly to connect a specific price level to a customer, go to the customers account in quickbooks and in the payment setting tab select the appropriate price list from the drop down..  I hope this helps, it works great for us. 

Level 1

I need to have different pricing for my distributors than my customers - can I do that in QB online?

I have QB online Plus - how do I have one pricing for distributors and another pricing for retail customers for the same item?  I currently have the two different prices listed in my "rates."

 

One price is called: Retail Price and one is Wholesale Price

 

I would like to be able to "check"  or "click" or somehow identify my wholesale customers so the price will automatically revert to wholesale price when it is a distributor - right now we are having to change it manually.  Thanks, Wendy

QuickBooks Team

Re: I need to have different pricing for my distributors than my customers - can I do that in QB ...

Thank you for reaching out here for support, @Wendy.

 

You'll be happy to know that you can set pricing rules in QuickBooks Online Plus. I'd be glad to help you with this.

 

First off, we'll need to turn on the price rules feature. Here how:

 

  1. Click the Gear icon, then select Account and Settings.
  2. Select Sales.
  3. Click the Pencil icon next to Products and services.
  4. Put a checkmark in the box Turn on price rules Beta.
  5. Select Save and then Done.

Secondly, let's create a price rule. Please follow these easy steps below:

 

  1. Click the Gear icon, then select All Lists.
  2. Choose Price Rules.
  3. Select New price rule.

Then, you'll need to create a customer type. Let me guide you how:

 

  1. From the left panel, click Sales, then select Customers.
  2. Select Customer types, then enter your desired customer type.
  3. Click Save.

Also, you can read through this article for the detailed steps and information: Set Pricing Rules.

 

If you have additional questions about pricing rules, leave me a comment. I'll be right here to answer them for you. 

Level 1

Re: Hello mike schaul, If you're using QuickBooks Pro, you'll...

What if you'd like to have multiple price levels for one customer. For example, we have fees for dumping, however, there is different charges depending on the size of the load and some of each may be on the same invoice. How can we apply multiple price levels to one customer?

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