9. Pricing & Price Schedules

Follow

What is Price Scheduling?

If you always offer special pricing to specific customers, you can set up a Price Schedule on LeafLink. This means that when that retailer shops or you enter an order on their behalf, their special pricing will replace your usual pricing. This means that you will need to spend less time adjusting pricing as new orders come in from your VIP customers.

How to Create a Price Schedule

To create a price schedule, click Inventory on the LeafLink navigation panel. Then, click on the Price Schedules tab. Then, follow these steps:

  1. Click Create Price Schedule.
  2. Enter the name and description of the new price schedule.
  3. Add the special pricing for each product included in this price schedule.
  4. Click Create Price Schedule.
  5. This will take you to View Price Schedule which provides information on the specific price schedule. You can edit or update the price schedule from this page.

To apply the price schedule to a customer, click Customers in the LeafLink navigation panel. Then, follow these steps:

  1. Click the name of the customer.
  2. From Customer Overview, click Edit Customer.
  3. Scroll down to the field marked Price Schedule. Select the price schedule you would like to apply to that customer.
  4. Click Save Changes.

You can view the price schedule and the customers associated with it in the Price Schedules tab in Inventory. You can edit the pricing details of the price schedule here; however, to edit which customers have a certain price schedule, you will need to make changes in Customers.

Sale Pricing vs Price Schedules

While price scheduling is ideal for customers who always have special pricing, you can also create sale pricing for a short-term discount available to all customers.

To put a product on sale, click Inventory on the LeafLink navigation panel. Then:

  1. Find the product and click on ellipsis-icon.png to its left. Select Edit.
  2. Enter the new price in the Sale Price field and click Save.

This will display a red strikeout on the item on your menu with the new sale price. It will also appear with a strikeout and the new price on your orders and invoices.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.