This guide will outline create special pricing.

Price book: setting the price for anything other than training.

All special pricing is located within the account object, this guide assumes you have opened the specific Account. If this is not the case, please locate the Account

Select new

• Special pricing name: record the contact details in this field
• Contact type: State in almost all cases (Even National clients)
• Billing account: pre-populated
• Start date: select the date the contract will start
• End date: very important to complete this field, although it is not a mandatory field. The end date will advise the BD team the contract is about to expire.
• Active: This needs to be selected for the Special Pricing to work
• Complete any other details.

Select save

In the activity tab, scroll down to notes and attachments

• Add products to the special pricing (Updating Special Pricing)