Set customer levels
Group customers that share VIP, wholesale, dealer, or other pricing policies.
Manage price levels, date conditions, item exceptions, and minimum quantities as pricing rules. Review the price that applies to each customer and quantity with the order.
Have complex operating rules? Book a consultation
Use predefined rules instead of searching separate price sheets for every order.
Group customers that share VIP, wholesale, dealer, or other pricing policies.
Create level prices and add exceptions for a specific customer and item.
Use effective dates and minimum order quantities to control rule priority.
Apply the matching price candidate in order review and the B2B order portal.
Update rules and CSV data as customer lists and supply prices change.
Manage wholesale and dealer prices shared by multiple customers.
Override one item price for a specific customer without changing the whole level.
Operate contract prices, promotions, and volume prices with effective dates and minimum quantities.
Upload and download pricing rules for bulk setup, review, and maintenance.
See which customer and rule produced the order price.
Yes. Apply a level base price, then add a separate exception for a specific customer and item.
Set a minimum quantity on the pricing rule so its price applies when the order reaches that quantity.
Yes. Effective dates can limit a pricing rule to a promotion or contract period.
Yes. Upload and download CSV files to set up and review pricing rules in bulk.
Apply price levels and item exceptions to sample orders and review the result.