How to apply a pricing plan to a customer account

Offer your customers special discounts by creating and assigning pricing plans to their customer account.

Note: To set up a pricing plan, refer to KBA: How to set up pricing plans and sale lists.

1. Open the Customers module.
2. In the Customer list, select the customer or search for them using Advanced Lookup.
3. Click Adjust Pricing Plans or press F7.
4. In the Adjust Pricing Plans window, in the Available Pricing Plans list, select the pricing plan , click Add.
   Note: To remove a pricing plan, in the Selected Pricing Plans pane, select the pricing plan and click Remove.
5. Click Save or press F12. The pricing plans in the Selected Pricing Plans pane will be applied to the customer account at checkout.