Set customer prices and salespeople

Customer price lists decide which price Books suggests when you add a catalogue item to a quote, order or invoice for that customer. Salespeople let you see who brought in each sale.

Before you start

• You need the Books right Manage sales documents and payments to change prices or assign a salesperson.
• Item prices come from your catalogue in Inventory.

Set a customer's prices

1. Open Books → Customer price lists.
2. Choose the customer and select Show.
3. Under Default product price, choose Customer setting, Retail price, Wholesale price or Offer price, and select Save.
4. To give one item its own price, go to Add customer price, choose the item, type the Unit price and select Add customer price.
5. To stop using an item price, clear Active on it and select Save.

When you add an item to a draft with Add item, keep Price level on Customer price lists to use these prices, or choose a price level to override them.

Assign a salesperson

1. Open a draft quote, order, delivery note, invoice or credit note.
2. Choose a person in Salesperson.
3. Select Save · Draft.

Good to know

• Customer setting follows the customer's retail or wholesale setting. A missing wholesale or offer price falls back to the retail price. An item price of zero is allowed.
• Prices are in your base currency. On a document in another currency, Books converts the price at the document's rate. Whether the price includes VAT depends on the document's Prices include VAT box.
• A customer price applies only when you add an item. It never changes lines already saved, copies, conversions or recurring invoices.
• If an item's unit changed since you set its price, Books asks you to review the price before using it again.
• Customer price lists are not shown on the customer's link.
• The salesperson is an internal note: it does not appear on the customer's link and does not calculate commission. Copies, conversions and recurring invoices keep it, and it stays on issued documents when the person leaves.
• Only active team members can be chosen. See Invite your team.
• See sales per salesperson in Books → Business activity, report Sales by salesperson: see Run financial reports.