What's New?

You can now manage customer pricing and vendor pricing separately. The 'Pricing' tab under Records has been renamed to 'Customer Pricing', and a new 'Vendor Pricing' tab has been added specifically for managing pricing with your vendors.

This separation makes it easier to organize and maintain different pricing structures for the companies you sell to versus the companies you buy from.

‍

Why This Matters

• Clearer organization – Customer and vendor pricing are now in separate, dedicated areas
• Easier management – No more mixing customer rates with vendor rates
• Faster access – Quickly find the pricing information you need without filtering through unrelated records
• Better clarity – Immediately see whether you're viewing what you charge customers or what vendors charge you

How It Works

Customer Pricing Tab

• Shows pricing for companies you do business with (your customers)
• Does not include vendors
• Works the same way as the old 'Pricing' tab

Vendor Pricing Tab

• Shows pricing for companies marked as preferred vendors
• Only displays vendor pricing information
• Uses the same interface as Customer Pricing for consistency

How to Use It

To manage customer pricing:

1. Go to Records → Customer Pricing
2. View or add pricing for your customers
3. Click 'Add Customer Pricing' to create new customer rates

To manage vendor pricing:

1. Go to Records → Vendor Pricing
2. View or add pricing from your vendors
3. Click 'Add Vendor Pricing' to create new vendor rates

Notes

• Companies must be marked as "Preferred Vendor" to appear in Vendor Pricing
• Companies with "Does business with" flag appear in Customer Pricing
• All your existing pricing records remain unchanged—they're just organized into two tabs now

‍