Before you start configuring the CRM built-in Special Pricing, it's important to know whether this functionality is right for your business. If you're using Special Pricing setup in your Accounts System and it's working for you, then you should continue using this form of Special Pricing.

However, we understand that this isn't the case for everyone and some Accounting Systems do not offer Special Pricing functionality. In addition, by having the Special Pricing managed via the CRM, it saves your Sales team having to switch between two different systems. So, again, the CRM built-in Special Pricing may be of benefit to your business. 

To configure your Special Pricing, you will require Prospect Administrator rights. If you require these, then please speak to your CRM Admin user or our Customer Services Team. 

Step 1: Navigate to the Settings Centre

To start configuring the built-in Special Pricing you will need to turn it on. Firstly, navigate to the 'Settings Centre' by clicking on the cog icon in the bottom left-hand corner.

Once within the Settings Centre, navigate to the 'Products & Stock' section and scroll down until you reach the 'Built-in Customer Pricing & Discounts' configure option.

Step 2: Select 'Use Prospect Pricing' to Configure Price Bands

By default, this option will be set to 'Use Accounts/ERP Pricing'. To use the CRM built-in Special Pricing, click on the 'Use Prospect Pricing' button. You will then be presented with the option to 'Click to Configure Price Bands'. This will open the configure window for Price Bands. 

In the screenshot below, we can see there are already two Price Lists setup; Gold Partners and Trade Customers. For this example, we're going to add a further Price List called Euro Distribution Price List. To add a new Price List, click the '+' icon in the top right-hand corner.  

Here, you can describe the new Price List that you're adding and the Currency that the Special Prices will show in. Once happy with the information entered, click 'Create'. 

To continue setting up special prices for this new Price List, click on it's 'Description'. 

By clicking on the 'Description', the Price List will be open on the 'Details' page. This will show you the Description of the Price List, Currency and who created this Price List. 

You can setup Special Prices using two different methods; Category Prices or Product Prices. If you have defined product categories setup within the CRM and need to apply a blanket Special Pricing to all products within the category, then use the Category Prices method. Alternatively, if you just need to setup Special Prices for individual products in different categories, use the Product Prices method. This article will show you how to use both methods. 

Setting up Category Prices 

To start setting up Special Prices for product categories, click on the 'Category Prices' page within the Price List. From here, click on the '+' icon shown in the top right-hand corner. 

By clicking on the '+' icon, a Product Category search will appear. Within here, you can search for the category that you wish to setup a Special Price for. Within the example below, we're going to setup a Special Price for our Batteries Product Category. Once you have found the required product category, click on the 'Select' button. 

You can now start setting your special prices for the chosen product category:
Price Type - There are three different types of Special Prices that you can setup; Cost + Margin %, Cost + Markup % and Discount %. Which option you choose will define which % value you enter within the Value field.
Start Quantity - If a Start Quantity is entered, the Sales Ledgers associated with this Price List will only benefit from the Special Price if they purchase the set minimum Start Quantity. For example, customers may get a better price if they buy more of a product. If there is no need for a Start Quantity, just leave it as zero.
Value - This will be the % amount that will be applied to the product's price. For example, if you selected the 'Discount %' under the field 'Price Type' and entered '10%' within the Value field, all products within the category will have a 10% discount applied. 

Finally, you can toggle on 'Use Effective Dates' which is helpful if this Special Price is only going to be available between certain dates, such as a time-limited promotion. If you do not set an Effective Date then this special price will run without an end date and you would need to remove it manually if expired. 

Once happy with all information entered, click 'Create' and this new product category Special Price will be added to the Euro Distribution Price List. 

Setting up Product Prices

To start setting up Special Prices for specific products, click on the 'Product Prices' page within the Price List. From here click on the '+' icon shown in the top right-hand corner. 


By clicking on the '+' icon, a Product Search will appear. Within here, you can search for the product that you wish to setup a Special Price for. Within the example below, we're going to setup a Special Price for our Industrial Alarm System product. Once you have found the required product, click on the 'Select' button. 

You can now start setting your special prices for the chosen product:
Price Type - There are four different types of special prices that you can setup; Cost + Margin %, Cost + Markup %, Discount % and Fixed Price. The option you choose will define what type of value you enter within the 'Value' field.
Start Quantity - If a Start Quantity is entered, the Sales Ledgers associated with this Price List will only benefit from the Special Price if they purchase the set minimum Start Quantity. For example, customers may get a better price if they buy more of a product. If there is no need for a start quantity, just leave as zero.
Value - This will either be the % amount that will be applied to the product's price, or the fixed price value depending on which Price Type has been selected. For example, if you selected the 'Fixed Price' Type and entered 40.00 within the Value field, the product will have a new selling price of £40.00 for Sales Ledgers who have this associated Price List. 

Finally, you can toggle on 'Use Effective Dates' which is helpful if this Special Price is only going to be available between certain dates, such as a limited promotion. If you do not set an effective date, then this special price will run without an end date and you would need to remove it manually if expired. 

Once happy with all information entered, click 'Create' and this new product Special Price will be added to the Euro Distribution price list. 

Now that we have setup our special prices, we need to choose customers that this new Price List will apply to. Using the global search in the top right-hand corner of the CRM, find the required customers that you wish to have access to this price list. 

Once you have the required Division record open, click on the 'Sales Ledger' button within the 'Accounts Summary' section on the 'Details' page. We need to open the associated Sales Ledger as you link Price Lists at this level.

Once the Sales Ledger is open, navigate to the 'Special Prices' page and choose the relevant 'Price Band' from the drop-down list. As you can see in the screenshot below, I can choose 'Euro Distribution Price List' from the drop-down list. By choosing this price band, any Divisions with this Sales Ledger will now have access to the special prices we setup. 

You will notice on the Sales Ledger Special Prices page that you can also setup Special Product Prices and Special Category Prices for this one Sales Ledger. Please note: that you wouldn't be able to use these Special Prices for any other Sales Ledgers, meaning this would only apply to this particular Sales Ledger.

To setup customer specific Special Prices, click on the '+' icon within the relevant Special Price section and repeat the same steps of choosing Product/Product Category, Price Type, Value etc. 

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