Add customers to a price list
Description

Create price lists to set up different product prices and apply them to certain customers. Group customers who purchase at a discounted price, or tailor prices to a customer who purchases at trade prices.

NOTE: Price list and special price lists are available in Sage 50 Accounts Professional. If you'd like to upgrade, simply leave your details and we'll be in touch.

For steps on how to add customers to a price lits, follow the steps below.

Cause
Resolution
  1. Click Customers then click Price lists.
  2. Select the price list you want to amend then click Edit.
  3. In the Customers window click Add,select the required customers then click OK.

    To add multiple records, hold down the Ctrl Key to select specific records. Hold down the Shift Key to select a range. For example, holding down the Shift key and clicking on the first record and then the last will select all records in that range.

    A customer may only belong to one price list. If a customer's already a member of a price list, a confirmation window appears prompting you to move them to the current price list.

  4. Click Save then click Close.


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