Customer-specific price lists in Koho
Koho can be used to define customer-specific prices for products. This enables individual pricing of products for different customers – for example, the product "Expert work" can cost customer X €50/h and customer Y €75/h.
Content of the instructions:
Create a price list
Functions:
Go to Settings > Products view.
Open the Catalogs tab.
Press the + Catalog List button.
Basic price list information
At the top of the window that opens, fill in the following fields:
Field | Description |
|---|---|
Name | A recognizable name for the price list. |
Description | Optional additional description for the price list. |
Validity | An optional period when the price list is active. |
Person in charge | The person who is responsible for the price list. Available for filtering. |
Category | Use a group to categorize a price list. Categories are managed with the "Groups" button. |
Pricing priority | Specifies the priority of the price list if the same product is also priced elsewhere (e.g. on a project-by-project basis). |
Importance | Specifies the order of the price lists if the customer uses more than one price list. (By default, only one price list per customer is used.) |
Rounding of the % price | Specifies the nearest value to which percentage changes are rounded (e.g. 1 = rounding to the nearest euro). |
Product prices
Below the price list settings, you can find a list of products:
The default price of the product is shown in gray.
Enter a new price for the product – the font will become bold.
Hover over the price to see the original price in the pop-up window.
By clicking on the € sign, you can change the pricing to percentage-based (% sign). E.g. The value "20" means +20% of the original price.
Percentage changes are automatically updated if the base price of the product changes.
Negative percentages can be used to determine discounts.
Note: For percentage pricing, it's a good idea to use the % price rounding setting to keep prices clear.
Price changes by product group
You can also make price changes for the entire product group at once:
Enter a price or percentage value in the product group field – the change applies to all products in the group.
Associate customers with a price list
Below the product list, it is defined which customers are covered by the price list:
Select customers individually or by groups (customer groups / special groups).
After selecting, scroll up and press Save.
The price list will take effect for the specified customers immediately after saving.
Editing, copying, and deleting a price list
Modification
Go to Settings > Products > Catalogs.
Click the price list that you want to edit.
Make the necessary changes and press Save.
If you want to add products to the price list, use the "Show/Hide blanks" button to see the full product listing. By default, only products with adjusted prices are shown.
Customers can be added or removed from the price list in edit mode.
Copying
Select the price list to open edit mode.
Press the + Copy button at the top of the window.
Make the changes to the copy and save – a new price list will be created as a template using the original.
Abolition
Open the price list in edit mode.
Click the Delete button at the top of edit mode.
Mikäli sinulla herää kysymyksiä, voit olla yhteydessä Kohon asiakaspalveluun sähköpostitse osoitteessa: asiakaspalvelu@kohosales.com, voit myös halutessasi jättää arvostelun artikkelille alapuolelta.