Do you sell your products at negotiated rates to some of your customers?
Do your customers buy your products at specific prices depending on the volumes sold?
Would you like to record these negotiated prices in your customer files and invoice directly at the right rate?
With the"Negotiated customer rates" app, add your sales prices by customer and invoice at the negotiated rate.
Find out the prices associated with each of your customers at any time, and control your invoicing by avoiding any risk of error in the prices indicated in your quotations and invoices!
Activating the "Negotiated customer prices" app, adds the following elements to your application and offers two entries to list the prices of negotiated products:
- On the product sheets of your product catalog: a "Negotiated customer rates" block, to list the special rates obtained by each of your customers.
- On contact sheets: a "Negotiated customer prices" block to add negotiated products and prices, and view a list of all the customer's negotiated products, together with the price charged in relation to the standard price.
- On commercial documents such as quotations and invoices: the addition of products bearing the words "negotiated customer rate" linked to the customer you are invoicing.
1. To add a negotiated customer rate to a product in your catalog:
- Go to your product catalog in the "Products" menu , then " Products for sale " and " List ".
- Open the product sheet by clicking on its name.
- Select the customer's name in the "Customer" field of the "Negotiated customer rates" block.
- Indicate the price negotiated for this item by the customer (rate, discount, quantity).
- Click on "Add" to save the information
2. To add a negotiated rate from the customer file :
- Go to your contact directory in the "CRM" menu
- Open the customer file by clicking on the customer's name
- Search for the product name or select a product category in the "negotiated customer rates" block.
- Indicate the price negotiated by the customer for this item or the entire product category (price, discount, quantity).
- Click on "Add" to save the information.
3. Use negotiated rates on commercial documents:
When creating a quotation or invoice for a customer who has negotiated a price, proceed as usual. Call up your item by entering the first few letters of its name in the magnifying glass.
In the list of proposed items, the one with the customer's negotiated rate is displayed:
- With the words "customer rate".
- With a reminder of the customer's name for confirmation
Click on this negotiated-rate product to add it to your quote or invoice.
4. App settings :
Several options are available in the app's "Settings" tab.
Some parameters concern the display of negotiated rates in commercial documents, with the possibility of :
- Display only one tariff if there is more than one,
- Set the order in which products are displayed
- Show prices for product categories found. If specific discounts are indicated on product categories.
Other parameters are specific to the addition of negotiated tariffs, with the option to designate a replacement name for the item specifically linked to the tariff, or even to be able to enter negotiated tariffs in TTC rather than HT.
Finally, the software allows you to manage specific conditions for the use of negotiated rates on minimum quantities or on revenues generated by commercial documents.
5.Related app:
In addition to the "Negotiated customer rates" app, the "Rate grid" app lets you assign negotiated rates to different customer segments.
