How Pricing Works
Pricing follows a hierarchy:- Customer-specific price (highest priority): Custom price for a specific customer
- Tier-specific product price: Custom price for a product within a tier
- Tier discount: Percentage discount applied to base price
- Base price (default): Standard product price
Pricing Tiers
Pricing tiers let you offer automatic discounts to customer groups.Creating a Tier
1
Go to Pricing Tiers
Navigate to Settings → Pricing Tiers
2
Create New Tier
Click New Tier
3
Configure Tier
Enter name (e.g., “Wholesale”) and default discount percentage
4
Save
Click Save to create the tier
Example Tier Setup
| Tier | Default Discount | Description |
|---|---|---|
| Retail | 0% | Standard pricing (base price) |
| Wholesale | 25% | Standard wholesale customers |
| Distributor | 40% | High-volume distributors |
| VIP | 50% | Strategic accounts |
Assigning Customers to Tiers
- Open a customer’s profile
- Find the Pricing Tier field
- Select the appropriate tier
- Save changes
Product-Level Tier Pricing
Override the tier discount for specific products:1
Go to Pricing Tiers
Navigate to Settings → Pricing Tiers
2
Select a Tier
Click on the tier you want to configure
3
Find the Product
Search for the product to customize
4
Set Custom Price
Enter a specific price instead of using the percentage discount
5
Save
Click Save to apply
Customer-Specific Pricing
For negotiated or contract pricing with individual customers:1
Open Customer Profile
Navigate to the customer’s profile
2
Go to Pricing Tab
Click the Pricing tab
3
Add Custom Price
Click Add Custom Price and select a product
4
Enter Price
Enter the specific price for this customer
5
Save
Click Save to apply
Price Calculation Example
| Customer | Product Base Price | Tier | Tier Discount | Custom Price | Final Price |
|---|---|---|---|---|---|
| Acme Corp | $100 | Wholesale | 25% | — | $75 |
| Best Buy | $100 | Distributor | 40% | — | $60 |
| Special Co | $100 | Wholesale | 25% | $70 (custom) | $70 |
Viewing the Price Matrix
To see all pricing at a glance:- Navigate to Settings → Pricing Tiers
- Use the matrix view to see prices across all tiers
- Identify gaps or inconsistencies
Best Practices
Name Tiers Clearly
Use descriptive names that match your sales terminology
Document Exceptions
Add notes when setting custom prices explaining why
Review Regularly
Periodically audit custom pricing for consistency
Start Simple
Begin with 2-3 tiers and add more only if needed
FAQ
Can a customer be in multiple tiers?
Can a customer be in multiple tiers?
No, each customer is assigned to one tier. Use customer-specific pricing for exceptions.
What if a customer has no tier assigned?
What if a customer has no tier assigned?
They receive base pricing (no discount) until assigned to a tier.
How do I handle volume discounts?
How do I handle volume discounts?
Use unit levels (Each, Pack, Case, Pallet) with different prices, or create separate tiers for volume buyers.
Can pricing sync with Shopify or QuickBooks?
Can pricing sync with Shopify or QuickBooks?
Base prices sync with integrations. Tier pricing is Buddy-specific and applied on top of synced prices.