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shelley27
Level 1

We like to offer tiered pricing for our customers. Can QB handle multiple prices for the same item? I upload my pricing from excel. Need 3 tiers of pricing for stock.

One tier we will be the deepest discount for out best customers.  Tier 2 will be a little bit more, and tier three will be our straight retail price.  I need to be able to upload all of my inventory at all three of my prices into QB so that I can then have QB sync the pricing to woocommerce.  This way I don't have to manually add it.
3 Comments 3
AileneA
Moderator

We like to offer tiered pricing for our customers. Can QB handle multiple prices for the same item? I upload my pricing from excel. Need 3 tiers of pricing for stock.

Hello, shelley27. 

 

Thank you for reaching out to the Community. We can create a price rule to set the prices of each item. But we need to turn on first your price rules. Here's how: 

 

  1. Click the Gear icon and choose Account and Settings.
  2. Pick the Sales tab.
  3. In the Products and services section, select Edit.
  4. Tap the Turn on price rules Beta checkmark.
  5. Hit Save and then Done.

 

Once it's turned on, let's create a price rule to set multiple prices for the same item. Please follow these steps: 
 

  1. Click the Gear icon and then choose All Lists.
  2. Tap Price Rules.
  3. Pick Create a rule. After your first rule, select the New price rule.
  4. Give your rule a name.
  • Set when the rule is active in the Start date and End date fields.
  • Price rules apply to all of your customers by default. If you want only want it to apply to specific customers, select the Select customers▼ dropdown and then Select individually. Then select Add customer. You can also add a customer type if you have one.
  • Price rules apply to all products and services by default. If you want it to only apply to specific types, select the Select products or services ▼ dropdown. Then select the type.
  • Use the Set sales price or rate byPercentage, and Rounding ▼ dropdowns to decide how much you want to increase or decrease prices.

When you're ready to apply your customizations, select Apply. You'll see the adjusted prices of each item based on your customizations in the Adjusted price column. Select Save and close to save your rule. 

 

For more details, please check out this article: Set price rules in QuickBooks Online. 

 

Once everything is set, you can import inventory items from Excel. Make sure to follow the format so it will import correctly.  

 

Additionally, I'd be adding a helpful article that may help you when you have QuickBooks Online concerns, such as managing your account, setting up and processing payments, etc. This will help to keep your business running smoothly: QBO Help articles.

 

Please know that I'm just a reply away if you need any further assistance managing your inventory in QBO. Have a good one.

shelley27
Level 1

We like to offer tiered pricing for our customers. Can QB handle multiple prices for the same item? I upload my pricing from excel. Need 3 tiers of pricing for stock.

Thank you for the helpful information.  Once I click on create a rule.  I add the new rule name.  Then I try to click on the customer drop down box and it won't let me select a customer.  I think I am missing a step as I don't see anywhere to Select New Price Rule.

ZackE
Moderator

We like to offer tiered pricing for our customers. Can QB handle multiple prices for the same item? I upload my pricing from excel. Need 3 tiers of pricing for stock.

Thanks for following up with the Community, shelley27. I appreciate your detailed information.

 

If you haven't created any rules yet, you'll see a Create a rule button, instead of a New price rule option. After creating a rule, you'll see a New price rule button instead of Create a rule.

 

In regard to your Customer drop-down list not letting you select customers while creating a price rule, I tested this myself in our test drive account. My Customer drop-down allowed me to choose customers.

 

Here's an image showing my experience:

 

Since your Customer drop-down isn't working properly, I'd recommend checking the browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if your Customer drop-down is functioning correctly.

 

Here's how to access incognito mode in some of the most commonly used web browsers:
 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Option P

 

If your Customer drop-down works while browsing privately, it's safe to say this problem's being caused by the browser. It can be fixed by clearing cached data and Intuit-specific cookies.

 

In the event it continues not working properly while you're browsing in incognito mode, you'll initially want to try switching to another browsing application.

 

Here's a list of supported browsers

 

  • Google Chrome - version 78 or newer
  • Mozilla Firefox - version 76 or newer
  • Microsoft Edge - version 75 or newer
  • Opera - version 68 or newer
  • Samsung - version 10 or newer
  • Safari - version 12 or newer

 

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

 

In the event you've found no problems that could be causing this with your browser, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and/or internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:

 

  1. Use the Help (?) icon.


     
  2. Click Contact Us.


     
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.


     
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

I've also included a detailed resource about system requirements for QuickBooks which may come in handy moving forward: System requirements

 

Please don't hesitate to send a reply if there's any questions. Have an awesome Monday!

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