Setting Custom Product Prices

You can set custom prices for the products in your inventory for selected customers. Custom prices take precedence over regular product prices. This means that they are used in place of the regular product price.


Custom prices can be set up one product at a time from a product's or a customer's Details page. They can also be set up for several products at once by uploading a CSV file in the required format via DEAR Inventory's Import module.


In addition, all products in your inventory as well as all your customers can be loaded at once prior to setting custom prices.


Once set up, a product's custom price can be edited or deleted at any time from either a product's or a customer's Details page.


You can also export custom prices out of DEAR, make changes to them in bulk, then import the file back to DEAR. You can also import the CSV file to a third-party program.


Table of Contents


Setting a Custom Price for a Product or Customer

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This operation can be performed manually from either a Product's Details page or a Customer's Details page. You can also bulk upload different custom prices for several products at once via the Import File module on the main Products page.


Set a Custom Price from a Product's Details Page

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To manually set a custom price for a product:

  1. Navigate to Inventory -> Products.
  2. Search for or select the product to which the custom price is to be added.
  3. On the product's Details page, click the Custom Prices tab, then the button.



  4. Enter and/or select the customer's name from the list, then add the custom price.
  5. Click Save.


Set a Custom Price from a Customer's Details Page

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To manually set a product's price for a customer:

  1. Navigate to Sales -> Customers.
  2. Search for or select the customer to which the custom price is to be added.
  3. On the customer's Details page, click the Product Prices tab, then the button.



  4. Enter and/or select the product's name from the list, then add the custom price. 
  5. Click Save.


Set Bulk Custom Prices via a CSV File Import

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To bulk upload different custom prices for several products at once, you need to download the sample CSV file, and enter the custom prices and other required information on the file before uploading the file back on DEAR.

  1. Navigate to Inventory -> Products.
  2. Click Import -> Custom Prices.



  3. On the Import Custom Prices page, click the custom prices CSV template file button, then save the template file to your PC.



  4. Enter your inventory list and the required information per product on the template file.
  5. Either drag the filled-in template file to the designated upload area, or click the button, select the template file from your PC, then upload the file back to DEAR.
  6. Upon successful upload, click Save

NOTE: If you encounter errors during upload, review the CSV file and make sure that the required information is all there before retrying the upload.

WARNING! Do not edit the column names or you will encounter an error when uploading the CSV file back to DEAR. 



Loading Sets of Products or Customers Prior to Setting Custom Prices

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A more convenient way to set custom prices is to load a set of 100 customers from the Products page or a set of 100 products from the Customers page. Once these products or customers are loaded, you can set the custom prices for each product or customer on the list. You can then repeat the process for the next set of 100 customers or products until all your products or customers have been loaded.


NOTE: DEAR Inventory will only load products or customers that do not have custom prices set for them yet. 


Load Sets of Customers from the Products Page

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  1. Navigate to Inventory -> Products.
  2. Search for or select the product whose custom prices are to be set.
  3. On the product's Details page, click the Custom Prices tab.
  4. Click Auto-Fill, then wait for the customers to be uploaded prior to setting the custom price for each. Repeat for further sets of 100 customers until all custom prices have been set.



  5. Click Save.


Load Sets of Products from the Customers Page

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  1. Navigate to Sale -> Customers.

  2. Search for or select the customer whose product prices are to be set.

  3. On the customer's Details page, click the Product Prices tab.
  4. Click Auto-Fill, then wait for the products to be uploaded prior to setting the custom price for each. Repeat for further sets of 100 products until all custom prices have been set.
     


  5. Click Save.



Editing a Product's Custom Price

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You can edit a custom price from either a product's Details page or a Customer's Details page.


Edit a Custom Price from a Product's Details Page

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  1. Navigate to Inventory -> Products.
  2. Search for or select the product whose custom price is to be edited.
  3. On the product's Details page, click the Custom Prices tab.
  4. Search for the product from the list, click the Custom Price column to the right, then enter the new custom price for the product.



  5. Click Save.


Edit a Custom Price from a Customer's Details Page

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  1. Navigate to Sales -> Customers.
  2. Search for or select the customer whose product price is to be edited.
  3. On the Customer's Details page, click the Product Prices tab.
  4. Search for the product from the list, click the Custom Price column to the right, then enter the new custom price for the product.



  5. Click Save.



Exporting Custom Prices from DEAR

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You can export custom prices for your products to a CSV file, which you can then either edit and upload back to DEAR, or upload to another system.   

  1. Navigate to Inventory -> Products.
  2. Click Export -> Custom Prices.



  3. On the window that opens, click Save, select the download location for the file on your PC, then click OK.



You can then look for the file under the specified download location in Step 3. After editing the file, you can use it to set custom prices by importing it back to DEAR. For more information, see the Set Bulk Custom Prices via a CSV File Import section above.



Deleting a Custom Price for a Product or Customer

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Custom prices can be deleted from either a Product's Details page or a Customer's Details page.


Delete a Custom Price from a Product's Details Page

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  1. Navigate to Inventory -> Products.
  2. Search for or select the product whose custom price is to be deleted.
  3. On the product's Details page, click the Custom Prices tab.
  4. Search for the product from the list, then click the Delete button to the right.



  5. Click Yes on the confirmation message.


Delete a Custom Price from a Customer's Details Page

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  1. Navigate to Sales -> Customers.
  2. Search for or select the customer whose product price is to be deleted.
  3. On the Customer's Details page, click the Product Prices tab.
  4. Search for the product from the list, then click the Delete button to the right.
  5. Click Yes on the confirmation message.

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