Custom Pricing – How It Works

1. Verify Custom Pricing Tab

Log in as an office user.
Go to Customers and open any profile.
Click on Edit Contact.
Confirm that a new Custom Pricing tab is visible.
The default discount will now appear under this tab.

Custom Item Pricing for Specific Customers

You can now set a custom price for a specific item (service, part, or equipment) for a specific customer.

✅ This pricing rule applies only to individual items, not entire categories.
✅ You can customize prices for each customer, based on your needs.
❌ This does not affect category-wide discounts or pricing.

📌 Example: You can give Customer A a special price for “AC Filter” without changing the price for other customers or the whole “Filters” category.

2. Add Category Discount (Percentage)

Go to Customer > Custom Pricing.
Select category Services.
Set discount = 30%.
Save changes.

7. Create an invoice for the same customer.
8. Add multiple service items.
9. Each service item should automatically show a 30% discount.

3. Add Category Discount (Dollar)

Go to Customer > Custom Pricing.
Select category Services.
Set discount = $10.
Save changes.
Create an invoice for the same customer.
Add multiple service items.
Each service item should automatically show a 10$ discount.

4. Add Category-Based Discount to a Single Service item (Percentage)

Item-level discount currently does not show on the estimate view.
Item-level discount is applied when an invoice is created.

Go to Custom Pricing.
Select a specific service item.
Set discount = 5%.
Save changes.
Create an invoice for the same customer.
Add a service item.
The service item should automatically show a 5% discount.

5. Add Category-Based Discount to a Single Service item (Dollar)

Go to Custom Pricing.
Select a specific service item.
Set discount = $5.
Save changes.
Create an invoice for the same customer.
Add the same service item.
The service item should automatically show a $5 discount.

6. Add Discount to All Services and Override for One Specific Service

Go to Custom Pricing.
Select Category = Services.
Set a default discount = 10% for all service items.
Save changes.
Add another discount rule in the same customer profile:
- Select a specific service item (e.g., “Labor for 200 amp service”).
- Set discount = $30.
Save changes.
Create a new Invoice for this customer.
Add the specific service item (Labor for 200 amp service) to the invoice.
Add another different service item (e.g., Service for testing) to the invoice.
Expected Result:
- The Labor for 200 amp service service item should show a $30 discount.
- The Service for testing service item should show a 10% discount (default category discount).

7. Multiple Items with Different Discounts

Point 1: Manual Discounts Are Preserved When Converting Estimates to Invoices

If you apply a manual discount to an item while creating an estimate, and that item also has a discount rule under Custom Pricing, the manual discount will stay when the estimate is converted to an invoice.

Note: The system no longer overrides your custom input with the pricing rule.

Point 2: Discounts from Custom Pricing Now Show on Estimates

Previously, item-level discounts from Custom Pricing only applied when creating an invoice.
Now, these discounts will also appear automatically on the estimate when you add the item.

Note: This gives your customer an accurate view of pricing before the invoice is even created.

Go to Custom Pricing.
Add 2 different items (e.g., “Labor for 200 amp service” and “Service for testing”)
Set discounts = 15% and 20%
Save changes
Create an invoice for the same customer
Add both items
Each item should apply its specific discount (15% and 20%)

8. Discounts Across Warehouses

Go to Custom Pricing.
Select the Inventory category
Set a 20% discount and save changes
Create an invoice for the same customer
Add the same inventory item, but select it from Warehouse A
Add the same inventory item again, but select it from Warehouse B
Add the same inventory item again, but select it from Warehouse C
Add the same inventory item again, but select it from Warehouse D
The inventory item from all warehouses should automatically show a 20% discount.

9. Remove a Rule

Deleting a discount from discount rules does not impact existing invoices.

Go to Custom Pricing.
Click on the three dot menu and select Delete to remove the discount.
Create invoice with the same item.
The item should no longer have any discount applied.

When item/category level discounts are updated before converting an estimate to an invoice, the invoice reflects the updated discounts instead of the previous discounts from the discount rule.
Changing a discount rule does not impact existing invoices.