Customer Type Pricing allows the store to apply different pricing levels based on the type of customer they are working with, such as residential customers, builders, or designers. This helps the store maintain the correct pricing strategy for each type of buyer. By assigning pricing based on customer type, the system can automatically apply the appropriate price during the quoting and ordering process. This reduces the need for manual discounts and ensures consistent pricing across the sales team.
Creating Customer-Type Pricing in Point of Sale System
Objective
This SOP outlines the steps to set up customer-type pricing in the point of sale system, ensuring consistent pricing for different customer types.
Key Steps
Access Customer-Type Pricing Settings 0:10
Navigate to the Point of Sale section.
Go to Settings to find Customer Type Pricing options.
2. Review Base Pricing 0:19
Check the base pricing for the store, which is set up by price tag and uses website price tags.
3. Add Customer Type Pricing 0:28
Click on the option to add customer type pricing.
Select the customer type you want to set pricing for (e.g., Builder).
5. Choose Pricing Basis 0:39
Decide what your pricing will be based on:
Price tag
Price sheet
Price level
For this example, select 'Price Tag'.
6. Select Price Level 0:50
Choose the appropriate price level for the selected customer type.
For example, select the 'Builder' price level that offers a 10% discount off MSRP.
7. Save Changes 1:07
Click 'Save' to apply the new customer type pricing.
8. Assign Customer Type 1:33
Ensure that customer types are assigned at the customer level in the customer information section.
Cautionary Notes
Ensure that customer types are correctly assigned to avoid pricing errors.
Double-check the base pricing before applying customer type pricing to prevent inconsistencies.
Tips for Efficiency
Regularly review and update customer type pricing to reflect any changes in pricing strategy.
Train team members on how to navigate the point of sale system to minimize errors.