Transcript
Different prices for a customer group or an outlet.
0:00 Introduction
In this episode we look at price books: how to charge a different price to a group of customers, or in one store.
0:08 What a price book is
Every product has one normal retail price. A price book lets you override it for a certain group of customers, or at a certain store, or for a limited time. The normal price is still there. The price book only takes over when its conditions are met.
Open Price books under Marketing. Each row is a book. It has a customer group, an outlet, a schedule, a priority and a status. The first book is Wholesale pricing, for the Wholesale customer group, at all outlets, always on.
0:39 Looking inside a book
Click it to see the prices it sets.
Each row is a product, with its normal retail price, a minimum quantity, the book price, and the difference from retail. The dog food here is twenty five percent cheaper for wholesale customers.
Minimum quantity is how you make quantity breaks. Add the same product again with a higher minimum, say twelve, and give it a lower price. Buying twelve or more gets that price.
1:07 Making a new price book
Now let's make our own. Staff at Harbor Mall should get a discount on t shirts. Go back to the list and click New price book.
Give the book a name that says what it is for.
Customer group is who gets these prices. Everyone means all customers. We choose Staff.
Outlet limits the book to one store. We choose Harbor Mall, so the prices apply only there.
Starts and Ends set a schedule. Leave them alone and the book is always on. They are handy for a sale that runs for one weekend.
Priority matters when more than one book matches. The book with the highest priority wins. We give this one a five. Press Save.
1:52 Adding prices
The book is made, but it is empty. Click Add product.
Search for the product by name, SKU or barcode, and pick it. We will choose the Classic Cotton Tee in medium black.
It is in the book at its normal price. Type the staff price. Nineteen ninety nine.
The last column works out the difference from the normal price for you. Press Save changes to keep it.
2:18 Using it
This book now holds the staff price for that shirt at Harbor Mall. Add more products the same way. Customers are attached to a sale at the register, which season three covers.
To switch a book off without deleting it, use Deactivate at the top. Settings lets you change its group, outlet, schedule or priority.
Price books are for standing prices. In the next episode, we look at promotions and coupons, for discounts that come and go.