Preferred Customer Pricing

If you want to offer a valued customer a discount on their purchases, (perhaps you have a regular customer who buys the same products or service each month), you can: 

  • Enter a discounted price for items and services at the time you prepare an invoice

    Note: Depending on the terms you set up, you may simply want to offer an early payment discount for invoices paid within a pre-determined number of days.

  • Create multiple inventory records for items or services you sell at different prices. For example, you may sell an item at regular price if sold individually, or at a lower price when sold as part of a set.
  • Set up a standard customer discount for all items and services purchased.
  • Use price lists to create many different levels of pricing. You can use a default price lists: regular, preferred and Web pricing, or create your own price lists, up to 100 (Sage 50 Premium Accounting).

The first two options are handy for processing a quick sale, but if you want to store data easily on past sales, or assign updates to pricing for multiple items at one time, using price lists will save you time.

To set up a price list:

  1. If you are setting up your own price lists, set up your price lists in the Inventory and Services Settings window. (Sage 50 Premium Accounting)
  2. Enter the regular and other price list prices for each inventory and service item you sell.
  3. In the customer's record, on the Options tab, select the price list you want to use with the customer.
  4. When you create a sales order or invoice, the customer's assigned price list price will appear automatically for each item or service you sell.