What are price levels doing?
MarketMan allows you to set different price levels, and assign them to clients as needed.
This way you can control the pricing by "groups": areas, volume, etc.
HOW TO SET UP A PRICE LEVEL - Step by Step
- Go to "Customers" > "Price Levels"
Click on "Add" to create a new price level, or click on the price level name to edit an existing one.
- The price level automatically collects the list-price of your items, whether at cost or manually entered on the sale items. If the list-price shows 0, you need to change that on the sale item!
- At the top, change the name for this price list.
You can control the over-all percentage discount rate. If you're looking to add a percentage markup, just add the percentage number as negative!
Then select rounding if you want- this means MarketMan will keep your prices as whole numbers!
This is how a negative discount will act:
- You can also change a specific price- either by applying a different percentage or by applying a manual price.
Hover over the discount rate / price, then click on "edit" link that comes up to edit the discount rate or the final price. If you want to revert back to the price-level default, just click on "Reset"!
Don't forget to hit "save"!
HOW TO ADD/CHANGE PRICE LEVEL FOR CUSTOMERS - Step by Step
- Go to "Customers" > "Customers" and click on the customer name
You'll see all the fields available for edit, one of them is "price level"!
- From the drop-down, select the price level and save!
Mastering price levels - Importing price lists from Excel
If you have a price list in Excel you can upload it into MarketMan!
- Inside the price level, click on "Actions" > "Import from Excel"
- The import screen will come up - here you can download the sample file!
- This file is very simple- you only need your sale item code, same and the new price you'd like to have it listed as!
You can download the list of your sale items by going to "Inventory" > "Sale items" and clicking on the arrow down button.