Hello Everyone - We just upgraded our QB Enterprise to include Advanced Pricing. It brought our discounts over as expected. However, when I go to add a customer to a rule, I can search the customer, selected the customer but when I click okay to change that customer, it wipes out all other customers for that rule. I was able to work around it by scrolling down to the customer I want to add but this is difficult with 5000+ customers. In addition , if I do not select inactive customer, it will wipe their them off of the rule also. I found the same thing happening when I set up price overrides. I tried to set on up for a customer who buys 10 or 12 product so I searched the product name, selected it, then searched the next name and selected it but it forgot the first product name. This makes this extremely cumbersome and it means the search function is almost worthless. This is not how the search function works on report to customize them. Please advise if I have something setup wrong or is this an issue with QB or maybe it is just the way it is. If it is just the way it is, we are likely to downgrade our subscription because we survived for 10 years without this feature and have made some mistakes along the way but not too many. Thank you, Anthony
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I look at what you're trying to achieve, and this is not the experience that I want you to have, @aiannarelli.
You're correct about what you have bumped when setting up customers and overrides to a price rule. I also get disappointed when the feature I operate doesn't coincide with the expectation that I want to experience.
In the meantime, I suggest submitting feedback to our engineers to notify them about this. In that manner, they'll make sure to fix this in future updates and won't have to include the customers manually and use the Search field without the system removing other customers/jobs/items that you added recently.
Here's how:
I'm also sharing this article for more details: Use Advanced Pricing. This includes how to put an adjustable discount for items as your customers buy them to a specific quantity.
If you have other concerns to add or need help with using the Advanced Pricing in QuickBooks, feel free to let us know. I'm looking forward to helping you more. Stay safe and well!
I look at what you're trying to achieve, and this is not the experience that I want you to have, @aiannarelli.
You're correct about what you have bumped when setting up customers and overrides to a price rule. I also get disappointed when the feature I operate doesn't coincide with the expectation that I want to experience.
In the meantime, I suggest submitting feedback to our engineers to notify them about this. In that manner, they'll make sure to fix this in future updates and won't have to include the customers manually and use the Search field without the system removing other customers/jobs/items that you added recently.
Here's how:
I'm also sharing this article for more details: Use Advanced Pricing. This includes how to put an adjustable discount for items as your customers buy them to a specific quantity.
If you have other concerns to add or need help with using the Advanced Pricing in QuickBooks, feel free to let us know. I'm looking forward to helping you more. Stay safe and well!
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