Price Segmentation
Last updated
Last updated
'Price Segmentation' allows you to set multiple prices per product. Depending on the type of customer, the segment they belong to, the appropriate price is retrieved and displayed when creating a proposal or an invoice to that particular customer.
To activate price segmentation:
Navigate to the top right corner of the screen (email address) and select 'Apps and Integrations' in the menu.
Check the list of 'Apps and Integrations Related to Customers'.
Click the green button 'Activate' on the line mentioning 'Price Segmentation'.
Price Segmentation has to be
activated (click the green button 'Activate')
configured (click the yellow button 'Configure')
In this window, click the green button 'Add Price Segment' (top right). The names of the price segments can be chosen at will and are never visible to the customer. Often used categories may be consumer prices (B2C) or prices for other professionals (B2B). Naming and using price segments is determined by your own price setting policies.
After creating a price segment, you have to connect the right segment to the right customer(s). To do so, navigate to a customer file. If you're going to 'Edit' a customer file, an additional field will emerge -> 'Price Segment'. It will display the different price segments that you created earlier:
Select the preferred segment and click the yellow button 'Save' at the bottom. For every invoice that is now created for this customer, BestInvoicing will use the chosen price segment.
In order to be able to use price segments, you need to set the appropriate price for each segment on the level of the product/service itself. In order to do so, open a product file:
On the right side, a new title has appeared: Price Segments. Click the yellow 'Edit' button next to it to modify. You will now see the different segments you've created, and next to those is the price of the original product or service.
You can now change the price per price segment. Example:
(no segmentation)
120
10%
132
B2B
100
10%
110
B2C
130
10%
143
Would you like to set a specific price for each customer? In that case, create a separate price segment per customer and then connect your customer to it in order to set a separate price.
Are your price segments based on a certain discount percentage? In such case, you might want to consider using direct discount in BestInvoicing. This way the discount amounts are automatically calculated and you don't have to add them all manually.
