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Creating Customer Price Lists

You can create price lists for individual customers in Clik Service. This article will show you the steps to set this up.

First, go to Modules > Price Lists > Customer Price Lists.

Find your customer by typing their name into the filter box. Once you’ve found them, click on ‘Add Product/s’.

Next, select your products. You can hold shift to select groups of products or hold the Ctrl key to select multiple products required.

Click ‘Select Product/s‘ and it will attach to your customer’s accounts.

You now need to edit your products.

Select the product and click ‘Edit Price List Item/s‘.

Select one of the pricing options available, then click ‘Ok’.

You’ll then need to do this for all your products.

Clik Service

Clik Service

Products, Price Lists & Stock

Creating Price Lists By Category
Clik Service

Clik Service

Products, Price Lists & Stock

Updating Product Price Lists With CSV Files

Products, Price Lists & Stock

  • Products Module Overview
  • Creating Products [Video]
  • Creating New Products
  • Batch Change Products [Video]
  • Setting Up Product Suppliers
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