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Create pricing for a Product (based on where you’re selling TO)

If you want your Location specific pricing to be based on the location you’re selling TO, head to the Main Menu > Admin > General.

Then locate the Pricing section and ensure the Location Based Pricing field is set to Sell To. Then scroll to the bottom of the page and click Update to apply the change.

Set up your Sales Regions

The first thing you’ll want to do is set up your Sales Regions. By default, there is a Sales Regions for each Australian State/Territory, however, if you’d like to edit these here’s what to do:

Head to the Main Menu and scroll down to the Admin section. Then scroll down and click Settings and locate the Company Settings tab.

Once you click this, you’ll see a range of customisable lists. To edit the available regions, click Sales Regions.

Click Add and define a name for the new region, then click Save.

Assign your customers to a Sales Region

To assign a customer to a specific sales region:

  • Head to the Main Menu, select Company and then select the customer record you’d like to modify.
  • Click Edit and locate the Sales Region field. Select the desired region from the dropdown, then click Save and Close.

Set your Sales Region pricing for Products

To create location specific pricing based on where you are selling TO, head to the Main Menu > Inventory and select Products or Products I Sell.

Open the desired product record and locate the Price Breaks tab.

You can de-select the Same Price For All Locations box so that you can then see and set pricing for each Sales Region.

You can then edit each Sales Region with the desired pricing.

Once you’ve set up your pricing, click Save Changes and your pricing levels will be automatically updated when you generate Quotes, Sales Orders and Invoices.

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