Overview
Price levels help businesses apply a controlled pricing rule across customers or selling situations. Instead of changing item prices manually for every customer, QBM can use a price method or a defined price level when a customer is selected.
Main purposeApply repeatable pricing rules without manual price changes every time.
Works withCustomer pricing setup and sales document item pricing.
Business valueFaster sales entry and more consistent pricing control.
Where To Find It
Common Paths: Inventory > Price Level List / Price Level Detail and Customers > Customer Details > Pricing Area
The screen names commonly appear as Price Level Detail, Price Level List, and pricing options inside Customer Details.
How Price Levels Work
A price level defines a pricing rule that can increase or decrease price by a percentage or fixed amount. Once the price level exists, it can be selected on customer pricing where the customer should receive that pricing rule by default.
- Increase raises the base price by the value entered.
- Decrease reduces the base price by the value entered.
- Percent uses a percentage change.
- Amount uses a fixed value change.
Price Level Fields
| Field | What It Means |
|---|---|
| Name | The label of the price level, such as wholesale, VIP, project, or another company-defined pricing class. |
| Action | Defines whether the price is increased or decreased. |
| Type | Defines whether the change is a percentage or a fixed amount. |
| Value | The amount of the increase or decrease. |
| Note | Internal explanation of how the price level should be used. |
| Inactive | Stops normal use of the price level while keeping history and setup reference. |
Customer Pricing Options
Customer records can hold a pricing preference that tells QBM how to choose prices when that customer is used on a sales transaction.
| Customer Pricing Option | What It Means |
|---|---|
| Normal Price | Uses the standard selling price as normally maintained for the item. |
| Minimum Price | Uses the minimum price strategy where your company controls sales to a minimum allowed level. |
| Market Price | Uses market-based pricing where your setup depends on market value or market price rules. |
| Price Level | Uses one selected price level for the customer. |
Tip: Choose the customer pricing method first, then select the specific price level only if the customer is meant to use price-level-based pricing.
Recommended Workflow
- Create the price level and give it a clear business name.
- Select the action as increase or decrease.
- Select the type as percent or amount and enter the value.
- Save the price level and review the note so other users understand its purpose.
- Open the customer record and set the customer pricing option.
- If the customer should use a price level, select the correct price level on the customer.
- Test the pricing on a sales transaction before wide use.
Best Practice
Best practice: Give price levels business names that users immediately understand, such as retail, wholesale, project, or VIP.
Important: Review the pricing result on a sample transaction before assigning a new price level to many customers.
- Avoid creating multiple price levels that do almost the same thing.
- Use inactive status for old price levels instead of deleting them abruptly.
- Keep customer pricing aligned with your company pricing policy and approval rules.