What is the Customer Pricing Hierarchy?
FollowCustomer Pricing Workflow
Unleashed follows the below precedence when it comes to applying product prices on a sales order:
- Customer Pricing
- Quantity Price Breaks
- Sell Price Tiers
Look up the sell price tier allocated to the customer (if any).
Look up the relevant product price in that sell price tier.
- Default Sell Price
Customer Pricing hierarchy example
If I create a Sales Order for the customer "1234" selling product "red handbag":
- Unleashed will look at the Customer Pricing section for customer "1234" to see if there are any specific prices added for the product "red handbag" or the Product Group that "red handbag" belongs to.
- If no Customer Pricing is found, Unleashed goes to the Quantity Price section in the product record "red handbag", to see if there are any specific prices added there, with conditions like order quantity, date range, etc. are met.
- If If no Quantity Price is found, we go back to the customer record "1234" and look up the Sell Price Tier allocated to the customer (if any). If a Sell Price Tier is allocated, Unleashed will apply the price provided in that Sell Price Tier's field in the product's Sale tab (in the Sale tab).
4. If no Sell Price Tier is allocated to the customer, Unleashed will use the product's Default Sell Price.