1. Selling Price Levels
For this new update, now Financio can maintain up to 5 price levels for your items. User can add in price level inside the Control Panel.
i) Go to Control Panel > Price Levels
ii) Once user clicks on Price Level Icon, the screen below will come out :
iii) Click on New Price Level to set up the new level. Once you click on it the windows below will pop up :
Enter Price Level name and click on Save.
iv) To edit the Price Level Name, click on the View Items drop down > Update.
v) To update the price levels based on items, click on the View items.
Once user clicks on View Items > the existing item list will appear > click on Set Pricing to set the price level based on item.
The Price Level window pop-up, set the Quantity Over and Price amount. Once finished, click on Update.
vi) The user also can set up the price level directly inside the Item itself. Once the user turns on “I sell this product/service” the price level function will appear.
vii) Click on the button and set up the Quantity and the Price amount. To add more click on
viii) Set up the customer price levels in Customer Contacts. Once the user setup the specific price level to their customer (example silver), once record the sales, the amount for that item will follow the silver price level.