Custom Pricing Templates - How to Setup & Use
Overview
Custom Pricing Templates allow you to create reusable pricing rules that can be assigned to multiple customers.
A template can be used when multiple customers have similar pricing requirements. Instead of creating the same pricing rules for each customer individually, create the rules once in a template and assign the template to the appropriate customers.
How Custom Pricing Works
1place pricing uses several components that work together:
Item Price Levels define predefined pricing levels that can be used when pricing items.
Pricing Categories group similar items together for pricing purposes.
Custom Pricing Templates define how items or groups of items should be priced.
Customers are assigned the appropriate Custom Pricing Template.
The overall process is:
Item Price Levels
↓
Pricing Categories
↓
Assign Pricing Categories to Items
↓
Create Custom Pricing Template
↓
Add Pricing Rules to Template
↓
Assign Template to Customers
↓
Test Pricing
1. Set Up Item Price Levels
Item Price Levels are predefined pricing levels that can be used when pricing items.
Examples of Price Levels include:
Retail
Wholesale
Dealer
A
B
C
The names of the Price Levels can be customized to fit the company's pricing structure.
To access Item Price Levels:
Settings → Items → Item Settings → Item Pricing Levels
Item Price Levels can be used as a customer's Default Pricing Method or within Custom Pricing.
Note: The source documentation does not provide the complete procedure for assigning the actual Price Level prices to individual items. Confirm this process in 1place before documenting it as a step-by-step procedure.
2. Create Pricing Categories
Pricing Categories are used to group items together for pricing purposes.
For example, a company could create categories such as:
Bumpers
Headlamps
Fenders
Toyota Bumpers
Items within a specific cost range
A Pricing Category does not represent a price. It identifies a group of items that can later be assigned a pricing rule through Custom Pricing.
To create a Pricing Category:
Open an Item Detail record.
Click the Financial tab.
Locate the Pricing Category field.
Click the magnifying glass next to the Pricing Category field.
Create a unique Pricing Category name.
3. Assign Pricing Categories to Items
After creating the Pricing Categories, assign the appropriate category to each item.
Assign a Category to an Individual Item
Open the Item Detail record.
Click the Financial tab.
Select the appropriate Pricing Category.
Assign Categories to Multiple Items
For a large number of items, the source documentation describes using an Excel export and the Item Import Wizard:
On the Item List screen, export the items to Excel.
Add a column for the Pricing Category.
Enter the appropriate Pricing Category for each item.
Use the Item Import Wizard to update the items.
Make sure each Pricing Category in the spreadsheet matches an existing Pricing Category in 1place.
4. Create a Custom Pricing Template
Once the required Pricing Categories and items are set up, create a Custom Pricing Template.
To create a template:
Main Menu → Sales → Pricing Templates
Click New.
Enter the Template Name.
Enter the Description.
Click Save.
A Pricing Table will appear below the template information.
Examples of templates could include:
Large Customers
Small Customers
Dealer Customers
Wholesale Customers
5. Add Pricing Rules to the Template
The Pricing Table defines how the items will be priced.
A template can contain pricing rules based on:
Pricing Category
Specific Item
Price Level
Discount
Markup
Multiplier
Specific Price
Quantity Ordered From
Quantity Ordered To
Example
A Large Customers template could contain:
| Pricing Category | Pricing Rule |
|---|---|
| Bumpers | 40% Markup |
| Headlamps | 35% Markup |
| Fenders | 30% Markup |
A Small Customers template could use different pricing for the same categories:
| Pricing Category | Pricing Rule |
|---|---|
| Bumpers | 50% Markup |
| Headlamps | 45% Markup |
| Fenders | 40% Markup |
This allows the same groups of items to be priced differently depending on the customer's pricing arrangement.
6. Assign the Template to Customers
After the Custom Pricing Template has been configured, assign it to the customers who should use those pricing rules.
The source documentation indicates that the template is assigned from the Customer Detail → Custom Pricing area.
Note: The source does not provide enough detail to document the exact clicks for assigning a template to a customer. Confirm the current 1place screen before adding the detailed procedure.
7. Test the Pricing
After assigning a template to a customer, create a test Quote to verify that the pricing is being calculated correctly.
For example:
Item Cost: $12.50
Pricing Category: 010
Customer Template: Small Customers
Markup: 50%
Expected price:
$12.50 × 1.5 = $18.75
The source documentation uses this example to demonstrate testing a Pricing Template.
Important: Default Pricing vs. Custom Pricing
Each customer has a Default Pricing Method that determines how items are normally priced.
Default Pricing Methods include:
Item List Price
Discount
Multiplier
Markup
Item Price Level
Custom Pricing provides exceptions to the customer's Default Pricing Method.
When Custom Pricing is configured for an applicable item or group of items, it overrides the customer's Default Pricing Method.
Example
A customer could have:
Default Pricing: 20% Discount
But their Custom Pricing Template could specify:
Bumpers: 30% Discount
The Custom Pricing rule for Bumpers overrides the customer's normal 20% Discount for those items.
Pricing Structure
The Custom Pricing process consists of the following components:
- Item Price Levels — Define available pricing levels.
- Pricing Categories — Group items for pricing purposes.
- Custom Pricing Templates — Define pricing rules for items or item groups.
- Customers — Are assigned the appropriate Custom Pricing Template.
- Sales Transactions — Apply the applicable pricing rules when calculating item prices.
