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Pricing Levels

If you have multiple customer groups with different pricing structures, Pricing Levels can be used to set a standard pricing structure for each individual group.

Once the pricing level has been created, they can be allocated individually to each customer record. This then determines the selling price of materials and/or labour charged on a Job for that customer.

While the Pricing Level defaults from the customer record, it can also be changed on the Job, Quote, and/or Invoice.

Note: Tradify is setup with a Default Pricing Level called Standard. If you want to use the same prices for all customers, there is no need to create additional Pricing Levels.

 

Contents:

Adding a new Pricing Level

Setting your Default Pricing Level

 

 

Adding a new Pricing Level

Click on Settings > Pricing Level

 
Click on "New Pricing Level" button​.

Enter a description for the Pricing Level in the Display Name field.

Enter the Markup percentage to be used when calculating selling prices on price list items that are using the pricing method "Calculate prices using purchase cost + markup". You can find out more about pricing methods here.

Pricing_Level.png


Click "Save".

 

 

Setting your default Pricing Level

The Default Pricing Level will be assigned to new customer records as the default. This will then flow through to the Job, Invoice, and/or Quote created against the relevant customer. 

To change the default Pricing Level, click on Settings > Pricing Level > click the drop down under Default Pricing Level.

Pricing_level_1.png

 

 

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