Overview
Use a Pricing Template when multiple customers share the same pricing rules. For example, you can create a Wholesale template that gives customers 15% off bumpers and sets a fixed price for a specific headlamp. When you apply the template to a customer, 1place adds its rules to that customer’s Custom Pricing table.
Steps
1. Create the template
- Go to Sales > Pricing Templates.
- Click New.
- Enter a Template Name and Description that identify who should use the template.
- Click Save. The pricing table appears below the template information.
2. Add pricing rules
In the pricing table, add a row for each rule. Choose a Pricing Category to cover a group of items or a Specific Item to price one item.
Enter the pricing value for that row, such as a Price Level, Discount, Markup, Multiplier, or Specific Price. If the rule applies only to certain order quantities, enter the range in Quantity Ordered From and Quantity Ordered To.
Review the rules before applying the template. For a category rule, confirm that the relevant items have that Pricing Category on the Financial tab of Item Details. For a price level rule, confirm that pricing is set up for the selected level on the items it covers.
3. Apply the template to a customer
Open the customer’s record and select the Custom Pricing tab.
Choose the template in Add Custom Pricing Template, then click Go.
Review the rules added to the customer’s Custom Pricing table.
Create a test quote for the customer and add an item covered by the template. Confirm that 1place calculates the expected price.
A Specific Item rule takes priority over a Pricing Category rule. If neither applies, 1place uses the customer’s Default Pricing Method. For example, if a bumper lists for $100 and the template gives 15% off bumpers, the quoted price is $85. If the customer also has a Specific Item price of $80 for that bumper, the quoted price is $80.
4. Update a template already in use
Open the template in Sales > Pricing Templates and make your changes.
To apply those changes to customers assigned to the template, click Update All Customers Using This Template.
Open an affected customer’s Custom Pricing tab and verify that the expected rules were updated.
If a customer has a negotiated price on a row added from the template, use the padlock under Actions on that customer’s Custom Pricing tab to protect the row from future template updates.
For an overview of how 1place selects and calculates prices, see How Item Pricing works in 1place (High Level).
