search-icon

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.


Prerequisites

  • Set up Products
  • Set up Customers
  • Users will need the following permissionsto edit custom prices:
    • Sale: Customers List & Editing to set custom prices from the customer page. 
    • Inventory: Products & Families and Prices info to set custom prices from the products page.


Table of Contents


Setting Custom Prices for Products 

[back to top]


Custom Prices can be set from a product page or from a customer page. You can also bulk upload different custom prices for several products at once via the Import File module on the main Products page.


Custom prices can be set for a product from the product detail page.

  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. You can also load the first 100 products that do not yet have a custom price by selecting Auto-Fill. You can then repeat the process for the next set of 100 products until all your products have been loaded.
  4. Enter and/or select the customer's name from the list, then add the custom price. 
  5. Custom prices can be edited by pressing the custom price field, or deleted by pressing the X symbol.
  6. Click Save.


Set Bulk Custom Prices via a CSV File Import

[back to top]


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. 


Exporting Custom Prices from DEAR

[back to top]


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.


Setting Custom Prices for Customers 

[back to top]


Custom prices can also be set from the customer page. 

  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. You can also load the first 100 products that do not yet have a custom price by selecting Auto-Fill. You can then repeat the process for the next set of 100 customers until all your customers have been loaded.
  4. Enter and/or select the product's name from the list, then add the custom price. 
  5. Custom prices can be edited by pressing the custom price field, or deleted by pressing the X symbol.
  6. Click Save.


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.