Creating custom price lists for different clients

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. 

1. Requirements for creating custom price lists for different clients

Creating custom price lists for different clients involves the following Scoro functionalities, which may be limited to certain core apps, core app add-ons, and legacy plans:

• People contact management and linking people to companies is available in the Sell core app and across all legacy plans (Essential, Pro, Standard, Ultimate, Core, Growth, Performance, Enterprise).
• Price lists: available in the Sell, Estimate, Spend, and Invoice core apps and in the legacy Pro, Ultimate, Performance, and Enterprise plans.
• Client profiles: available in the Advanced Finance core app add-on and in the legacy Standard, Pro, Ultimate, Growth, Performance, and Enterprise plans.

Learn more about our Plans & Pricing.

2. Creating custom price lists for your clients

1. Start by creating client profiles and linking them to relevant contacts (persons or companies).
2. Create different price lists. 
3. 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.