Customer Pricing
  • 11 Oct 2023
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Customer Pricing

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Article summary

Marlin Tyre and Mechanical Workshop Software enables pricing preferences to be set for individual customers.

Individual customer pricing can be controlled via their master file, which can be accessed by selecting Master Files > Customers > Customers from the menu bar.

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A customer's pricing settings can be viewed and edited by opening their master file from the Search list and clicking on the Pricing tab at the top of the module window.

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The Pricing tab can also be used to add the customer to discount groups.

Customer Sell Price Slots

Master Files > Customers > Customers > [Customer] > Pricing

If there is no selected customer for a customer order, or the customer does not have a preferred sell price slot, the recommended retail price when adding an item will be calculated using the default sell price slot.

A preferred sell price slot can also be set for each customer, so that the associated prices are automatically filled-in when adding items to the customer's orders (where available).

Note

Individual item prices can still be edited after being added to customer orders.

Preferred customer sell price slots can be set using the Pricing Preferences section at the top-left of their master file's Pricing tab.

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Use the Recommended Sell Price picker to select a preferred Sell Price Slot for the customer.


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