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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article