Go to the Lists menu and click Price Level List.How Do I Create and Print a Price Level Report?
You can also apply a price level directly to an invoice instead of assigning it to a customer’s account. Be advised that if you assign a price level to a customer, but you no longer want to apply that price level to anything that customer purchases, you must change it before you create an invoice for that customer.ħ. You can assign a price level to a customer so that it will automatically reduce/increase the price of the item when an invoice is created. If you want to round up the price, choose the rounding option from the Round Up drop down menu.Ħ.
Now choose whether the price should increase or decrease then enter a percentage for the corresponding increase or decrease.ĥ. For example, if your company increases its prices by 5% to its new customers, then create a name called New Customers.Ĥ. You can also press CTRL + N on your keyboard.ģ. To create a Price Level, click Price Level at the bottom left of the window, then click New. Click the Lists menu, then click Price Level List.Ģ. Here is a summary of the steps that were performed in the video below:ġ. To create a Price Level list, perform the steps in the tutorial below: Before you can create a price level list, you must first activate this feature. Either option can be done by creating a price level list to be applied to specific customers. For example, there may be certain customers that receive a 10% discount for various items that your company sells, or you may want to charge certain customers 10% more than the normal rate. The price level list allows you to create a special pricing structure for customers and jobs.
Lesson 9-3: Create A Price Level List – This free QuickBooks tutorial will show you how to create a Price Level list.