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    How do I use Price Levels?

    On each item record in Cloud POS backoffice, you have the option to set various levels of pricing.  This allows you to dictate different prices for an item, depending on where in your platform the item is to be sold.  You can also use price levels to provide alternative pricing in-store.

    Price Levels are found on each item record, under the Advanced tab:


    How do they work?

    Price Levels A to E are used for in-store pricing only.  If you have an ecommerce site with Citrus-Lime, these price levels are ignored.

    Amazon Price is the price that will be used as the selling price, if you use the Amazon Integration.

    eBay Price is the price that will be used as the selling price, if you use the eBay Integration.  If this is left blank, we will use the Website Price. If this is also left blank, we will use the MSRP of the item (not the Price or Sale Price).  

    Website Price is the price that will be used as the online selling price, if you have an ecommerce site with Citrus-Lime, and the Website Price is lower than both the standard Price and the Sale Price.

    In the case of Amazon Price, and Website Price, if no price is specified (the fields are left blank) then the lower of either Price or Sale Price will be used instead.

    During in-store transactions, Price Levels will override any percentage discount set on a customer's account:

    If a customer record has both a Price Level and a discount percentage set, the transaction will use the Price Level if one is present on the item, and if not, the discount percentage will be used.


    How would I use Price Levels A to E?

    You can use these price levels to specify up to five alternative prices to the standard Price.  There are two ways you can then use these options:

    1)  You have the option to apply the price level directly to a transaction in POS.  Typically this would be used to provide a one-off discount.

    For example, if the standard price of an item is £2.99, you might set Price Level A to be, for example, £2.75.

    When the item is added to a transaction in POS, it will add at the standard price of £2.99.  You can then go to the Actions menu, then use the Set Price Level function to specify that the transaction will use the Price Level A price for any items which have that price level set:

    Any items which do not have a Price Level A set will be added to the transaction at their regular price (or sale price, if the item is currently on sale).

    Although we have used Price Level A in this example, the exact same principle applies to the other price levels.


    2)  You can set a customer's account to use a particular price level, so that they always pay at that price level whenever they purchase an item which has that price level set.  You might use this option to provide a set discount to members of a club, for example.

    To do this, edit the customer's record in Cloud POS backoffice.  Under the Account Information tab, scroll to the Price Level section, use the dropdown menu to set the price level, and then Save.

    When the customer is set against a transaction in POS, and any items which have that price level are added to the transaction, the items will automatically add at the price level.

    Again, any items which do not have a Price Level A set will be add to the transaction at their regular price (or sale price, if the item is currently on sale).

    NOTE:  If an item is on sale, and the Sale Price is lower than the Price Level applied to the transaction or the customer's account, then the sale price will be used.  Similarly, if the Price Level is lower than the Sale Price, the Price Level will be used.


    Can I set Price Levels in bulk?

    Yes - you can use the Modify Item Price & Sale Price Wizard to modify each of the price fields mentioned above.

    In the example below, we have used the formulas within the wizard to apply different percentage discounts from the standard price of each item:


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