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B2B Transaction: How to create customer specific price-lists
B2B Transaction: How to create customer specific price-lists

Learn the process of process for creating customer-specific price lists for a POS system

Updated over a year ago

A customer-specific price list allows businesses to offer individualized pricing to their clients based on factors such as volume discounts, negotiated contracts, or specific customer agreements.

One of the primary benefits of customer-specific price lists is the ability to nurture customer loyalty. By tailoring prices to individual customers, businesses can incentivize repeat purchases, increase customer satisfaction, and build long-term relationships. It also allows companies to reward high-volume customers with volume-based discounts, encouraging them to continue doing business and potentially increasing their order sizes.

With DizLog implementing customer-specific price lists, businesses can define and manage pricing rules, assign specific prices to customers or customer groups, and track and update pricing information as needed. DizLog also provides the flexibility to accommodate changes in customer requirements, market dynamics, or business strategies.

To Create and Manage Payment Terms for Customers:

💡 You may get to this page by following the instructions in the following help center articles.

Ensure your have the following prior creating price list

  • Products in your inventory/catalog

  • The customer added/saved on the account

Choose which App you are using:

  1. Click Inventory/Catalog dropdown list and click Price List

  2. Click +Add new price list at the top part of the page

  3. Enter a Name for your pricelist

  4. Start adding product by clicking Manage

  5. Add products that you would like to change prices for specific customers

    1. Once added you can manually adjust the product price by clicking on the price field and entering the new price value

    2. if you just want to have all products added to have a certain percentage increase or decrease in price, just at the value percentage on the Overall adjustment field

  6. Click the arrow back to edit other details.

  7. Next add a customer whom this prices will be applied during checkouts. To do so click on Add business customer

  8. Check the status- choose either its active or inactive

  9. Click on Save Changes

    💡You can easily update or delete the pricelist by clicking on the " pencil" or ":🗑Trash can " icon.‘


💡To edit Pricelist currency - you can do the following steps:

  1. Go to settings

  2. Select the customer price list

  3. Click on the edit pencil icon of the selected price list

  4. Update the currency and save.

Add Pricelist under Customer Profile page

You may also add Pricelist to the customer profile directly here's how:

  1. Click Customers dropdown and Click Customer's list.

  2. Click the pencil icon across customer's name

  3. Click Add Price list and select which price list for the customer

How to Sell to B2B Customers with created Pricelist.

  1. Go to POS

  2. Open Catalog

  3. First Select the products and add to cart.

  4. Select the Customer name to avail the price from the pricelist created.

    💡The price from the pricelist is now showing in the catalog as long as the customer in the pricelist is selected.

Remember, the specific implementation of customer-specific price lists may vary depending on your business's requirements. It's advisable to consult with your IT department, pricing experts ensure a smooth and accurate implementation process.

  1. Go to Inventory / Catalog > More > Price List

  2. Tap + New Price List at the top part of the page

  3. Enter a Name for your pricelist

  4. Start adding product by clicking + Add Product Select adding products

    By Products
    By Category
    By Supplier

    Once added you can manually adjust the product price by clicking on products qty and then adjusting the price field and entering the new price value

    If you just want to have all products added to have a certain percentage increase or decrease in price, just at the value percentage on the adjustment amount field

  5. Next add a customer whom this prices will be applied to during checkouts. to do so click on "manage customer"

  6. Check the status- choose either its active or inactive

  7. Also review the location on where it will be applied to

  8. And same goes on updating the currency

  9. Tap Save to apply changes

How to Sell to B2B Customers with created Pricelist.

  1. Go to POS

  2. Open Catalog

  3. First Select the products and add to cart.

  4. Select the Customer name to avail the price from the pricelist created.

    💡The price from the pricelist is now showing in the catalog as long as the customer in the pricelist is selected.

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