A customer's price table: assign it on the profile

Where to find it

In the menu, under Customers. Open the customer's profile and go to the Discounts & Access tab, Settings per Store card. Each of the organization's stores is a row, with the columns Access, Store, Price Table and Discount. On a phone, each store becomes a card with the same fields.

The tab and the table choice belong to the administrator. The seller sees the customer's profile for reference only.

When to assign a table to the customer

Choose the table on the profile when that customer negotiated a price that isn't their group's: a contract, a distributor with its own table, a special customer.

To give the same table to many customers at once (all of a region, or a seller's whole portfolio), don't open profile after profile: create a price rule. See Price rules: table and adjustment by region or by seller.

How to assign the price table

1. Open the customer's profile and the Discounts & Access tab.
2. In the Settings per Store card, find the store's row.
3. In the Price Table column, choose the table.
4. The Price table updated message confirms it. There's no save button: the choice is saved immediately.

To remove the customer's own table, choose Store default: the customer goes back to the normal path (price rule, if any, or the store's default table).

The choice is per store: a customer can have the "Wholesale" table in store A and stay on store B's default.

What the profile's table list shows

The list in the Price Table column only brings that store's active commercial tables. These don't appear:

• inactive tables: activate them in Prices, Price tables tab, if you need them;
• promotional tables: the promotion applies on its own, to whoever is entitled.

When the store has no table, the column shows No table. Create the first one in your account menu, under Prices, Price tables tab.

The profile's table beats the rules

The table chosen on the profile is the first step of the price choice: it beats the seller and region rules and the store's default table. Moving the customer to another seller or region has no effect on their table while there's one chosen on the profile.

The Discount on the same row is something else: it's the customer's automatic discount in that store, applied on top of the table price. The Default Discount, in the card above, applies to stores without a specific discount. See Commercial rules and discount.

How many customers use each table

In Prices, Price tables tab, each table's N buying companies badge counts the customers that have that table chosen on their profile. Before deactivating or deleting a table, look at that number: those are the customers whose price changes.

When an assigned table goes away

• Table deactivated: the customers that had it on their profile follow the normal path while it's inactive; when it's activated again, they go back to it.
• Table deleted: the choice disappears from the profiles, and the customers follow the normal path for good.

In both cases the Price tables tab warns how many customers will be affected before you confirm.

When it goes wrong

"Error saving price table." The choice wasn't saved and the profile goes back to the previous value. Try again.

"The table I want doesn't appear in the list." It's inactive, promotional or belongs to another store.

"I chose the table and the customer still has the old price on a quote." A sent quote or a confirmed order doesn't change price. A draft picks up the new price when it's edited. See Price tables.