Pricing

List of paragraphs:

In the Hanna CRM system, you can apply pricing to contacts. There are several ways you can assign pricing to a contacts.

Where to assign pricing to a contact?

You can assign pricing to a contact by selecting View Contact Profile and clicking Sales > Pricing:

Percentage discount

This method applies if you have an agreed percentage discount on all goods with the customer. In this case, enter the discount to the contact in the Discounts field:

When preparing sales documents for this customer, all goods will be assigned a fixed discount:

Pricing by quantity of goods

This pricing applies if you have agreed with contact discounts on the quantities of goods purchased.

In this case, click the New Pricing button:

Select the product and specify the quantity from - to and indicate what price or discount should be applied to the product when purchasing from - to the quantity of goods in the ranges:

Price level groups

This pricing method is most convenient if you group the prices of goods according to customer levels (for example, for VIP customers - the price is one, for Silver customers - the other). In this case, you can assign prices to the goods according to these levels and indicate to which level your customer is assigned.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us