Overview
Use the Default Pricing Method to tell 1place how to price items for a customer on sales transactions. For example, you can give a customer 10% off list price or use the prices set up for a Wholesale item price level. If an item has a matching rule in the customer’s Custom Pricing table, 1place uses that rule first.
Steps
Open the customer’s record in Customer Details.
Select the Custom Pricing tab.
Open the Default Pricing Method dropdown and select a method from the table below.
Complete the fields for the method you selected. For example, if you choose Discount, enter the discount percentage. If you choose Item Price Level, select the customer’s level in Pricing Level.
Save the customer record.
Verify the result on a new quote or sales order for the customer. Use an item without a matching custom pricing rule so you can check the default method. If you selected an item price level, use an item with pricing set up for that level.
Default Pricing Methods
| Method | How 1place calculates the price |
|---|---|
| Discount | Reduces the item’s list price by the percentage you enter. A 10% discount on a $100 list price gives a price of $90. |
| Markup | Increases the item’s cost by the percentage you enter. A 25% markup on a $60 cost gives a price of $75. |
| Multiplier | Multiplies the item’s list price by the percentage you enter. A multiplier of 120% on a $100 list price gives a price of $120. |
| Item Price Level | Uses the price set up on the item for the customer’s selected Pricing Level, such as Wholesale. |
| Item Price Level + Discount | Applies an additional discount to the price from the selected item price level. |
| Item Price Quantity | Uses item price level pricing based on the quantity ordered. |
| Item List Price | Uses the item’s standard list price. |
When a custom price applies
1place checks for a matching Specific Item rule first, then a Pricing Category rule. If neither applies, it uses the customer’s Default Pricing Method. For example, if the customer’s default is 10% off list price but a specific item has a fixed price of $85 in the customer’s Custom Pricing table, 1place uses $85 for that item.
For an overview of how 1place calculates item prices and applies customer pricing rules, see How Item Pricing works in 1place (High Level).
