Products and price lists

Keep your catalogue, SST categories and customer-specific prices in one place.

For: Sales managers and admins

Steps

Open Sales → Products & price lists and select New product. Enter the SKU, name, unit, list price in MYR and its SST category.
Create price lists for customer tiers (for example gold or partner) with valid-from and valid-to dates.
Add prices per product, including volume prices (a lower price from a minimum quantity) and discounts.
Set the discount above which quotes will need approval.
When you add a product to a deal, MetriCRM picks the right price for the customer's tier, the date and the quantity.

Still need help? Contact support