Revision as of 00:24, 20 November 2021

HandiFox Online allows shaping a more flexible pricing policy in the app and running promos without fear of giving the wrong price to the wrong customer.

Creating Price Levels

There Are two ways to create a price level: by setting a custom price per item and by changing the price by a fixed parameter.
To start creating a new price level, in the web interface go to Sales → Price Levels → click

HandiFox doesn’t read or record the price levels created in QuickBooks Online. It’s best if you stick to one app when creating sales transactions, either HandiFox or QuickBooks. This way you’ll have more opportunity to trace prices back to price rules.

Selecting Customers

Both the Custom price per item and the Changing price by fixed parameter options require you to select customers to whom the price level will apply. It's done in the Customers tab. If you want to apply this price level to all customers, simply select "All customers" in the drop-down menu.

If you want this price level to apply only to one or several customers, choose the "Select individually" option. You can either add them one by one by clicking Add Line and selecting from a drop-down menu, or you can click on Add from list.
The Add from list feature opens a pop-up window where you can check the necessary customers, which is useful if you want to add them in one bunch. It also allows you to search customers by All Fileds, Name, Company, Currency, and Email.

If you change your mind and decide to delete a customer from the list, simply click on the "x" button on the right side of the customer's line.
You can search among the already added customers by using the search field above the list. You can search by All Fileds, Name, Company, and Email.

Custom Price per Item

Custom price per item allows setting a specific price for items that can be applied to all items and all customers, or only to a select few. It also allows creating a price level that applies only to a specific foreign currency.
First, select a currency that you want this price level to be applied to in the drop-down menu. By default, the home currency is selected.

NOTE: The custom price per item in foreign currency can only be set up for the customers with the same currency. If you have already selected customers and decided to change the currency - the list of customers will be updated.

• Custom prices set in a home currency can be used for all customers, including customers with foreign currencies. In this case custom prices will be converted according to the current exchange rate.
• Custom prices set in a foreign currency can be used only for customers with the same currency. In this case you can enter precise prices for your products in a foreign currency, overriding the exchange rate.

Now you need to select the necessary customers for this price level. Selecting Customers Next, go to the Items tab to select the necessary items.