General

Pricing chain

Every customer's price is resolved through this order. The first applicable, non-expired rule wins.

1 Inline price (specific product + customer)
2 Customer % markup
3 Salesperson % markup
4 Vendor % markup (on active vendor cost)
5 List price
6 Product % markup (on highest cost on hand)
7 General % markup

General settings

Salespeople and customers can override this on their own edit page.

Reusable presets of visibility + pricing settings. Apply a template to a customer from the Customers page.

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