Creating Customer Price Lists

Product

Now greet your VIP customers with special pricings (Price Lists) from the Quantic POS. The Price List comes in handy when you want to set a specific price for some set of customers for a particular range of products. You can create a Price List Category from the backend portal and assign special pricing to that category. The price lists are useful when you want to offer seasonal discounts to a specific set of customers by setting the start and end date to the price list rule.

Key features:

  • Offer discounts to selected customers. 
  • Limit the price list duration with a start date and end date.
  • Create multiple price lists and set priorities.

Turn on the Customer Tier setting

There is a setting “Enable Customer Tier” that can be enabled from the backend. Please follow the below steps.

  1. Go to the Settings section in the backend portal.
  2. Search for the configuration – “Enable Customer Tier”.
  1. Turn on the setting – “Enable Customer Tier“.

Create a Price List

The next step would be to create a price list from the backend portal. Here are the steps.

  1. Go to the backend portal and tap Settings on the left navigation.
  2. Click Setup as shown in the image.
  1. Tap Price List on the left.
  2. Click Edit and click Add New to create a new list.
  3. Add price list name in the Name section.
  4. Select Start and End Date for the price list.
  5. Tap Enable to activate a price list.

Enable Price List for Items

Once you have created the price list, that list should be enabled for the items. Here you can also set the special pricing for different customer categories.

  1. Go to the Catalog section on the left navigation.
  2. Select Items and tap on the item where you want to activate the price list.
  1. Go to the Settings and turn on the Enable Price List setting.
  2. The list of available price lists will appear underneath. Please add the price and set the priority. For example, if you have set $10 price for VIP price list, then all the customers with VIP price list will have this pricing activated.
  3. Once done, click Save.

Assign Price List to a Customer

The customers can be assigned a price list from the POS from the Customer Management section.

  1. Log in to the POS.
  2. Go to the Customer section from the left navigation.
  3. Select the customer to whom you want to assign a price list.
  4. Click the icon next to the Customer Contact Details.
  5. Tap the Price List field, select a price list from the given options and select Save.
  1. Now you can take order for the customer and the special pricing will be applied to the cart. For example, here the price of Hot Wings is $20 for general public but for John Doe it is $10 (special pricing applied).