With Scoro, you can easily create custom billing rates for different client types using price lists and client profiles. This allows Scoro to automatically apply the negotiated prices for products and services when compiling a sales document (quote, invoice) for the customer, leaving no room for human error.
Creating custom price lists for your clients
- Start by creating client profiles and linking them to relevant contacts (persons or companies).
- Create different price lists.
- Link relevant products and services with different price lists by adding the selling and buying prices for each price list. This will ensure that pricing information is automatically filled out when adding a product/service to a sales document and linking the document to a specific customer.
Note! If you leave the selling or buying price for a price list empty, the product won't be listed when creating a document.