Sell to a customer with their own prices
Pick the customer on the sell screen so the sale is in their name and their price list is applied, then take a card payment.
Most sales are to walk-in customers. When you know the customer, pick them: the sale is listed on their account, and if they have a price list (for example Wholesale) its prices are used automatically.
Steps
-
Click Walk-in customer at the top of the cart.
Pick the customer -
Search for the customer and pick them from the list.
Search and pick -
Add the products. With a price list, the customer's price is shown with the normal price crossed out. Quantity breaks apply as you add more.
Their prices apply -
Take the payment. Click Card when they pay on your card terminal: the sale is completed at once.
Pay by card
Note Price lists are set up in Sales & Invoicing → Price lists and chosen on the customer.
Good to know
- The customer's name is printed on the receipt and the sale shows on the Sales tab with it.
- Clear empties the cart; New sale goes back to a walk-in customer.