Set Custom Price for Specific Item on Customer Record
Published on
June 12, 2023 at 3:27:40 AM PDT June 12, 2023 at 3:27:40 AM PDTth, June 12, 2023 at 3:27:40 AM PDT
Scenario
User would like to set aCustom PriceforItem/sfor a specificCustomeronly.
Solution
Navigate toLists>Relationships>Customers
Open inEditmode the specificCustomerthat will use theCustom Price
Under theFinancialtab >Item Pricingsubtab, add the desiredItemtogether with the correspondingPrice Level,Currency, andUnit Price
ClickAddthenSave
To verify, user may try to create aSales Orderfor the sameCustomerthen add the item selected on Step #3. TheRatefor theItemon theSales Ordershould default to theUnit Priceset on Step #3.