User Based Pricing in coreFORCE

Created by Ezra Weinstein, Modified on Tue, 23 Aug 2022 at 05:01 PM by Ethan Harris

To set up special pricing for specific user types take only a couple of steps


First we need to set up the new User Type, go to:


1) Contacts > Users > Types


Click the Add button in the upper right of your screen


A choose a name for your User Type



Then we need to add the user you wish to this type in:


2) Contacts > Users > Users


In the details tab assign them the User Type you just created.  



Finally we need to create a pricing structure for this User Type, go to:


3) Products > Pricing > Pricing Structures 


Click the Add button in the upper right of your screen


Fill in the code and description


and select the User Type you created and then set the discount parameters you wish 



After the pricing structure is created you will need to return to the User Type and apply the pricing structure there as well

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