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Create a new pricesheet

Goal​

To create a new Pricesheet that can be assigned to one or multiple users (Companies or Contacts) allowing for flexible discounts without being tied to a specific user group. When a user is linked to the pricesheet they receive the discounts defined in that pricesheet.

Step 1: Create a New Pricesheet​

  1. Navigate to Pricing in the side menu.
  2. Click on New Pricesheet.

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Step 2: Fill in Pricesheet Details​

  1. Enter a code which is the ID for the pricesheet.
  2. Enter a priority.
  3. Enter a name.
  4. Enter a description, which can be the same as the pricesheet name.
  5. Click Save to apply changes.

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You cannot proceed with filling in the Discount and Link Table fields without saving the pricesheet general info first.

Step 3: Add Discounts​

Once the general info is saved you can add a Discount item. You can add a discount for an entire Category or for one or more products.

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  1. Click Add discount item, then Product.
  2. Select the product(s) you want to discount.
  3. Click add products.

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  1. Adjust the discount values and settings for each product (value, discount type, quantity, validity period) as needed.

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  1. In the Link Table section assign the pricesheet to one or more users (Companies or Contacts).

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Step 4: Save the Pricesheet​

  1. Once all details are entered, click Save.