Pricing Tiers

How to Set Up Pricing Tiers

Overview

Use pricing tiers to create a set of tiered percentage markupThe percentage added to the cost price to achieve the total sell price. levels. These levels can be applied to catalogue items, catalogue groups and subgroups, customers, contracts, and or jobs.

Pricing tiers set at certain levels override pricing tiers set at other levels. For example, the pricing tier set for a job overrides the pricing tier set as a default in System Setup. You can add pricing tier levels to customers, customer contracts, catalogue items, catalogue groups and subgroups, and jobs. See the diagram below to ensure that pricing tiers are set at the correct levels to override other pricing tiers.

A diagram displaying the hierarchy of pricing tier defaults: System Setup > Customer > Contract > Job > Pre-Build > Item.

If you have moved from Service to Enterprise, any previous markups that were created (for items, customers and jobs) have been migrated with the upgrade to ensure that previously set defaults are maintained. This means that the tiered pricing system does not affect existing items, customers or jobs.