Setting Up Contact Specific Price Lists in BigChange CRM

Managing pricing for different contacts in BigChange CRM can streamline your invoicing process and ensure consistent application of discounts or markups.

This guide will walk you through the steps to set up a price list for a contact, allowing you to apply specific discounts or markups to predefined items or stock.

Setting up a contact specific price list

Navigate to the CRM and select a contact.

• Select the contact for whom you want to set up a price list.
• Navigate to the 'Financial' tab.
• Select the 'Price List' sub-tab.

Adding a New Price List

• Select 'Add' to create a new price list for the selected contact.
• Choose the type of items to which the price list will apply. Options include:
  • All predefined invoicing items
  • Predefined invoicing item
  • All stock
  • Product category
  • Stock

• Depending on the type selected, relevant fields will appear. For example, if 'Stock' is chosen, fields such as 'Model' and 'Product Category' will be displayed.
• Enter the necessary details for the selected type.

Applying Discounts

• You can apply a discount to the selected items by either a fixed price or a percentage.
• For instance, apply a 10% discount to all predefined items.

• Create another entry to apply a 10% discount to all stock.

Applying Markups

• You can apply a markup to the selected items by either a fixed price or a percentage.
• For instance, apply a 10% markup to all predefined items.

To apply a markup you need to enter a minus figure to the Fixed Price or Percentage amount field. For example if you want to markup all predefined invoicing items by 10% you will need to add -10 to the Percentage field, this will add 10% to all predefined items automatically when prodcing financial documents.

• Create another entry to apply a 10% markup to all stock.

Utilising the Price List in Invoicing

• When a job is completed and you invoice the customer, you can add predefined invoicing items and stock to the invoice.
• The system will automatically apply the 10% discount to this contact only, based on the specific price list settings.
• This feature allows you to set customised prices for different contacts.

Conclusion

Setting up a price list in BigChange CRM enables you to manage pricing efficiently for different contacts by applying specific discounts or markups. By following the steps outlined in this guide, you can ensure that your invoicing process is streamlined and consistent. Start customising your price lists today to enhance your customer relationships and pricing strategies.