coreFORCE - Products: User Based Pricing in coreFORCE

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

Updated on: 06/26/2024