Customer-Specific Pricing Guide: Set Different Prices for Different Customers with Price Lists

The same case of goods goes for 48 to wholesale buyers, 45 to regulars and 52 to walk-ins: customer-specific pricing is everyday life in wholesale. Relying on memory leads to wrong quotes, so Micro Quotation gives you two ways to remember each customer's prices.

Method 1: Sync the customer's previous prices when billing

Best when you have a few customers and prices change often:

1. Create a bill on "Home" and tap the customer name area above the table to open "Edit Customer";
2. Choose the customer, then tap "Sync [customer name]'s previous quotes";
3. Items in the table with the same name switch to the prices you last charged that customer.

Method 2: Price lists + customer groups (recommended)

Best for fixed wholesale or VIP pricing: create a price list, bind it to a customer group, and customers in that group get those prices automatically.

1. Create a price list

1. "Mine" → "Customer" → switch to "Cus Groups" → "Create";
2. Next to "Price List", tap "Bind" to open the price list page, then tap "Create Price List";
3. Choose a type: Fixed price (set each price yourself) or Discount (e.g. 10% off everything);
4. Set "Is the new product automatically included?" and "Is it public?", select products, and use "Batch Edit Prices" to change prices quickly.

2. Where the prices apply

• Billing and scan-to-bill for customers in the group use the price list;
• Customers see their own prices when they view your quote or place self-service orders;
• In "Quotation", use "View Price Group" to switch and compare anytime.

FAQ

Do price lists cost anything?

Price lists are free. Non-members have a daily limit on "Sync previous quotes"; members get unlimited use.

Are new products added to price lists automatically?

Turn on "Is the new product automatically included?" when creating the price list, and products you add later join it automatically.

No records for "Sync previous quotes"?

That means this customer doesn't have a saved bill with these products yet. Once you save one, you can sync.

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