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About Price books*

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Written by Natalia Tumoian

Price books enable you to offer special product pricing to groups of customers. These can be used for a wide range of things, so we’ve listed some use cases below.

Use cases

Scenario

How to implement

Special pricing (e.g. Trade / VIP (same for every EG in the table))

A specific customer type gets a special price on all / some products.

  1. Create a new Price group (EG “Trade”)

  2. Create a Price book for this group and upload / add the specific products and prices

  3. Assign customers to the Price group

Location pricing

You have multiple locations, and pricing varies on all / some products.

  1. Create a new Price book (EG “Athens store”)

  2. Select the technicians associated with this location in the Users field of the Price book, and choose All contacts in the Price group field

  3. Upload / add the specific products and prices for this location

Chemicals included servicing

Your regular service fee for some customers includes basic chemicals.

  1. Create a new Price group (EG “Chems included”)

  2. Create a Price book for this group and upload / add the specific products at a €0 price

  3. Assign customers to the Price group

Seasonal pricing

Your per service rate varies, in line with seasonal recurrences.

  1. Create the product (EG Full Service) at the Summer price

  2. Create a new Price book
    (EG “Winter Full service”)

  3. Add the Full Service product, and change it to the Winter price

  4. Adjust the valid dates to suit your Winter period

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