How to set up price books and per-customer pricing

If you sell at different prices to different customers — dealers, retail, contract accounts — maintaining that by hand is error-prone. Price books let you define each pricing tier once and apply it automatically.

1. Create a price book

Go to Pricing → Price books → New and give it a name (for example, "Dealer pricing" or "2026 contract rates").

2. Add items and prices

Add the products you want to override and set their unit price in this book. Products you don't add fall back to their base price, so you only manage the exceptions.

3. Assign or select the price book

When building a quotation, choose the price book and VynSales fills each line from it. You can still override a single line if a deal needs it.

4. Keep pricing consistent

Because the price flows from the book into quotes, orders, and invoices via snapshots, the customer is billed exactly what was quoted — no manual re-pricing at invoice time.

Tips

• Keep one book per pricing tier rather than per customer where you can — fewer books to maintain.
• Review books before a new pricing year and update in one place.

Price books are available on Pro and above. Start a free trial to set yours up.