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 set up in your Accounts System and it's working perfectly fine for you, then you should continue using this form of special pricing.

However, this isn't the case for everyone, as some Accounting Systems don't offer special pricing functionality. Plus, by having the special pricing managed in the CRM, it can save your Sales team time switching between 2 different systems.

Firstly, navigate to the Settings Centre by clicking on the settings drop down, then select System Settings.

Once within the Settings Centre, navigate to the Products & Stock page on the left-hand side, and scroll down until you reach the Built-in Customer Pricing & Discounts configure option.

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. Then, choose 'Click to Configure Price Bands'. 

In this example, we can see there are already 2 Price Lists setup; Gold Partners and Trade Customers. We're going to add a further Price List called Euro Distribution Price List. To add a new Price List, simply click the plus icon in the top right-hand corner.  

Here, you can describe the new price list that you're adding and choose from the Currency drop-down to specify what currency 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. 

The price list will automatically open on the Details page, and will show you the Description of the price list, currency, and who created it. 

You can set up special prices using 2 different methods; Category Prices or Product Prices. If you have defined product categories set up 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 only need to set up special prices for individual Products in different categories, use the Product Prices method.

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 in the top right-hand corner. This will bring up the Product Category search. 

Within here, you can search for the category that you wish to set up a special price for. In this example, we're going to setup a special price for our Batteries Product Category. Once you've found the required category, click on the 'Select' button.

You can now start setting your special prices for the chosen Product Category:

Finally, you can toggle on 'Use Effective Dates' which is useful if this special price is only going to be available between certain dates, such as a time-limited promotion.
If you don't set one, then this special price will run without an end date and you'll need to remove it manually if expired. 

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

To start setting up special prices for specific Products, go to the Product Prices page within the price list. From here click on the plus icon in the top right-hand corner to open the Product search.

Here, search for the Product you wish to set up a special price for. In this example, we're going to set up a special price for our Industrial Alarm System Product. Once you've found the correct Product, click 'Select'. 

You can now start setting your special prices for the chosen Product:

Finally, you can toggle on 'Use Effective Dates' which is useful if this special price is only going to be available between certain dates, such as a time-limited promotion.
If you don't set one, then this special price will run without an end date and you'll 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've set up 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 customer that you wish to have access to this price list. 

Once you've opened the required Company, 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. In this example, we can choose 'Euro Distribution Price List' from the drop-down. By choosing this price band, any Companies with this Sales Ledger will now have access to the special prices we set up. 

You'll notice on the Sales Ledger Special Prices page that you can also set up Special Product Prices and Special Category Prices for this one Sales Ledger. Please note: 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 set up customer specific Special Prices, click on the plus icon within the relevant special price section and repeat the same steps of choosing Product/Product Category, Price Type, Value etc. 

Please Note: When deleting any CRM Built-in Special Pricing Price Bands, they'll be deleted from the database. This means you cannot restore deleted Price Bands. Instead, they'd need to be recreated.