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Fleet accounts, trade Customers and loyal regulars often get different pricing. This article shows you how to set a Discount, Markup or Price Level on a Customer so it applies automatically to every Invoice you raise for them.
Workshop Software accommodates the ability to assign a discount, mark-up or other pricing level to specific Customers, this then applies to or overrides all other pricing on the Invoice.
Access your Customer's Details
- Search for the Customer by typing their name in the main search bar in Workshop Software, located at the top of the page, then double click on the correct search result.
Set Customer Pricing
For each Customer you are able to apply a custom Hourly Rate, Discount, Markup or allocate them to an alternative pricing structure through the Price 2, 3, 4 Product options or a Price Matrix.
Please Note: For more information on setting Price Types please view the guide on adding Products and the article on creating Price Matrices.
| Field | What it does |
|---|---|
| 1. Hourly Rate | If an hourly rate is entered in this field it will replace the Retail Price used for any Labour Products Invoiced to this Customer. |
| 2. Discount | The discount percentage entered here will be discounted from the Retail Price of all Products Invoiced to this Customer. |
| 3. Markup | The percentage here will be applied as a Markup on top of the Cost Price of any Invoiced Products, this Markup replaces the Retail Price of those Products. |
| 4. Price Type | All Products have a Price 2, 3 & 4 field and can be assigned to Price Matrices which modify their Retail Pricing, this field is used to assign one of these alternative pricings to a Customer. |
- When you have entered the new information, scroll to the bottom of the page and click on the green Save button.
