Price Level

Hi Everyone,

I`m using my QB2005Pro in plumbing store. I`ve got a few category of customers here. When I was creating my data base i put some prices into this base as a "Sales Price". I uderstand, that this price is good for walk in customers, but not for my better clients. For them I need to create some "price levels" which are not so high as a "walk in prices". So I`ve got a question. How can I connect my costumer (e.g. John Smith) with a few price level, for example -15.0% for one category of items, -20.0% for another??

Thx 4 any answers.

I.Ch.

Reply to
TEDDY KUMMA
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Most programs default to one price level, and allow you to over-ride that on an as-needed basis. That is the way QuickBooks works. The best you can do, is set the price level for that customer at the most commonly used level (say 15%) and then over ride for those items which they get an additional discount. To set the initial price level, open the customer card and you will see "Price Level" there. Of course, you should set up the Price Levels first. Menu->Lists->Price Levels.

Reply to
Gary E

You can setup a price level named say Better Customers.

Set the the price level type to "Per Item"

Use the "Adjust Selected Prices" button to set a custom price of 15% lower than std for some items and 20% lower for other items.

Assign this Better Cusomers price level to your better customers.

When you create an invoice for a better customer, the default price will be the better customer price which will reflect the 15% or 20% discount depending on the item they purchase.

NOTE that adjustments to the base or std price will not be automatically reflected in the price level list so you will need to adjust the price level prices each time you change the std or base prices.

Reply to
Karl Irvin

My Bad, I was thinking of versions prior to QB2005. Karl is correct.

Gary

Reply to
Gary E

I cannot set the the price level type to "Per Item" in my QB. This option is inactive. I can fixed my price level only by %. I don`t know why. Maybe it`s a problem of my prefereces setings. HELP!!! :)

Reply to
Teddy Kulma

Thx Gary. :) Now I must say it to my Boss.

Reply to
Teddy Kulma

I don't have QB2005, but in the version I have the help file says "The Per Item price level is only available if you have QuickBooks Premier or higher."

If you have QBPro you might be out of luck.

Gary

Reply to
Gary E

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