Create a Pricing Group

Pricing Groups are optional and allow you to customize client pricing by combining accounts into a single group and set pricing for that account group based on factors such as sales volume and purchase history.  

Before you begin

Accounts and products must be added to Sales before a pricing group can be created. 

Create a pricing group

1. Go to the Clients menu in the Sales sidebar and click Pricing Groups.                                   
2. Click Add.
   • The Add Pricing Group pop-up window will open.                                                                         
3. Type the Pricing Group Name.                                                                                       
4. Click Confirm. 
   • After the Pricing Group is created, you will be taken to the Pricing Group page to format the pricing group by adding products and clients.                                                                                 

Add products to the pricing group

1. Click Add on the Categories tab.       
   • The Add Product Categories to Pricing Group window will open.

     Products must first be added to Sales before they will be available for selection to add to a pricing group.

     
2. Click the Choose Product Categories drop-down and select the categories to add to the pricing group.                                       
3. Click Confirm to add the selected categories.                                                                                     
4. Type the pricing group price for each added category in the category's Price column.

   For Off the Shelf products, the price entered will be the price per unit and

   for Made to Order products, the price entered will be the price per weight.

   
5. To set an optional price per strain for made-to-order products, click Add Strain Price.
   • The Add Strain Price window will open.
6. Click the Choose Strain drop-down and select the strains.                                          
7. Click Confirm.
8. Type the price per strain in the strain's Price column.   
9. Click Save New Prices to save the pricing group prices.   
10. Click a category's x icon to remove it from the pricing group.   

Add clients to the pricing group

1. Click the Clients tab. 
2. Click Add.

   Accounts must first be added to Sales before they will be available for selection to add to a pricing group

   
3. Click the Choose Retailers drop-down and select the clients to add to the pricing group. 
4. Click Confirm to add the selected clients.
5. To remove clients from the pricing group, select the clients and click Remove.