coreFORCE - Products: User Based Pricing in coreFORCE
coreFORCE Advanced and Enterprise Only
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:
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:
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:
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
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:
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:
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:
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
Updated on: 06/26/2024
Thank you!