How to Use Customer Based Pricing Feature in Retail

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How to use customer based pricing feature in candela

In an Inventory retail software, pricing configuration options are very important. One of our blog posts reviewed how flexible pricing can be used in Candela to suit your business requirements. This post will round out the topic of pricing by focusing on Customer based prices and how they can be used in Candela.

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What is Customer Based Pricing?[spacer height=”20px”]

Customer-Based Pricing is a method of pricing where you segment your customers according to various types and develop a pricing strategy that reflects the value of product or service from the customer’s perspective.

For example, you may group your customers into Retail, Whole Sale, Employees, Reference, etc., customers. You can also further categorize each group into different types and assign different prices to each type.

Developing a consumer-driven pricing strategy in Candela is easy, and we can break down the entire process into a few steps explained below:

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Define Customer Group Types [spacer height=”20px”]

Start by segmenting your customers into various groups.

Go to Configuration>Misc>Customer Group Type

There are two group types hard-coded in the system. You can define new group types according to your requirements, and save.

All Customer groups, both hard-coded and newly defined, will be listed in the grid:[spacer height=”20px”]

Customer group types

[spacer height=”30px”]Define Customer Types for Each Customer Group[spacer height=”20px”]

The next step is to define various Customer Types and configure discounts for each type.

Go to Configuration>Misc>Customer Type

In the example given below, we have defined customer type ‘Top Management’ (for our customer group employees)

customer types in Candela RMS

Similarly, you can define customer types for each customer group: [spacer height=”20px”]

Define customer-type for each customer group

[spacer height=”20px”]Attach Customer Groups and Types to Customers [spacer height=”20px”]

Once you have defined all customer groups and types, you can attach them to each customer on customer definition screen.

Go to Shop Activities>Customer Definition

Define customer and attach Customer Group and Customer Type to the customer: [spacer height=”20px”]

attach customer groups and types to customers

[spacer height=”20px”]Create Customer Type Based Product Prices [spacer height=”20px”]

After attaching customer types to various customers, you can now configure different product prices for each customer type. When you select the customer type and change product price, the price of the selected products will change only for the selected customer type, meaning when this customer type is selected on the sales and return screen, they will be charged the price configured for such customers.

Go to Configuration>Misc>Customer Type Based Product Price [spacer height=”20px”]

Changing the price of one product for a particular customer type [spacer height=”20px”]

Select customer type from the Customer Type list

Click Generate button (the grid will become active) [spacer height=”20px”]



[spacer height=”20px”]Now enter the price in the Product Price Entry field

Enter product code in the product code field or select product by clicking the product help button

The product will load in the grid with the new price

Click Save [spacer height=”20px”]

changing product price of a single product in Candela

[spacer height=”20px”]Changing Price of products under a particular Line Item for a customer type [spacer height=”20px”]

Select customer type from the Customer Type list

Click Generate button (the grid will become active)

Click Select Products button, a new screen will open up

Select the line item

Click Execute button

All products defined under the selected line item will load in the grid

Enter new price against each product

Or from the Action drop-down menu, select action, enter the value in the Value field and click Generate Price

customer types in Candela RMS
changing product prices for customers

[spacer height=”20px”]Configure Candela for Applying Customer Based Prices on Sales Screen [spacer height=”20px”]

After configuring customer based prices, you will configure Candela for applying such prices to the selected customer types.

Go to: Configuration>System Configuration>Product/STR

From Price Methodology drop down menu select ‘Customer Based’ [spacer height=”20px”]

price-methodology in Candela

[spacer height=”20px”]When customer type based product prices are configured, the system will automatically apply such prices to the customer with whom the selected types are attached:

customer based prices on sales screen
selling on customer based prices

[spacer height=”20px”]Blocking Product Discount for Customer Based Prices[spacer height=”20px”]

If you have configured discounts for certain products and customer based prices for such products also exist, you can disable product discount on such products.

Go to: Configuration>System Configuration>Sale tab

Mark the checkbox ‘Block Product Discount under Customer Type Based Prices,’ and update. [spacer height=”20px”]


Conclusion [spacer height=”20px”]

With the customer based pricing feature in Candela, you can not only attach various discounts to your different customer types but can also configure different product prices for each customer type.

What pricing strategy you use? Have you used customer-based prices? You can share your views and experiences in the comments section.

You can watch video tutorials on customer-based prices here.

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