If you’ve ever needed to charge different customers different prices, tiered pricing in Fergus is the tool for you. It lets you set up multiple pricing tiers that you can assign to your customers. Super handy if, for example, you want different pricing for residential and commercial jobs or maybe you offer discounts to your regulars.
You can also use this section to adjust your default sale prices, markups, and discounts.
To get started, head to settings, then click on tiered pricing on the left. This will bring up a full list of your items, whether they’re from a supplier price book or your own custom price book.
Before we start editing, here’s a quick tour of what you’re looking at. Use the search bar to find a specific item. Use the drop down menu to filter by supplier.
Click on favorites to only see your selected group of items and hit tiers to create a new pricing tier, edit or delete current ones and set a default tier. Just click edit and tick the default tier option. You can also move through the item pages and click the columns button to show or hide info in the table.
Now by default, Fergus uses sell prices from your price books, but if you’d rather base things off cost plus markup, no problem. Just go to the tiers section, click Edit and switch it to cost plus markup.
If you want to change the pricing for just one item, you can easily update the sale price, markup or discount right here.
Quick tip, if you want to update the sales account code for that item, just click the little icon on the left hand side.
Want to update a bunch of items at once? Here’s how. Tick the boxes next to the items you want to change and then click bulk actions. From there, you can change markup, delete any rules attached to these items, add a discount, adjust tax rates, update sales account codes, and even copy changes over to another pricing tier.
Just remember, these updates will only apply to the items you’ve selected.
Now, let’s look at creating a pricing tier and applying it to a customer. Let’s say your usual pricing is cost plus thirty percent markup, but you’ve got a few loyal customers you want to charge cost plus twenty percent instead. Click the tiers button at the top, select create tier, Choose whether to base it on retail price or cost plus markup. We’ll go with cost plus markup here.
Give it a name that makes sense, like returning customers twenty percent. Add your markup and hit create tier. That’s it.
Once your new tier is ready, you can assign it to a specific customer.
First, go to the customers tab, find the customer and click their name. Click the pencil icon in the top right corner, scroll down to the customer settings section, choose the tier you want to assign, then click save customer at the bottom right. You can also do this from a job card if that’s easier. Just head to the job summary, click the pencil icon next to the customer’s name and assign the pricing tier from there.
And that’s it. You’re all set up with tiered pricing. Next time you’re quoting or invoicing, Fergus will automatically apply the right prices based on the tier assigned to that customer.
