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Creating and Assigning Price Groups

23
Aug

Korona allows you to create and assign price groups. This is great for having separate prices for different customers as well as different stores.

Creating Price Groups in the Back Office.

Go to the Price Groups screen by navigating Sales > Price Groups.

Once you are at this screen, click on the new button to be taken to the Create Price Group screen.

Here you can give your new price group a name and a number. You can also determine what currency you would like to use with that group. You can also set net price. This is when you need to use VAT prices but still would like to manage their prices as net prices in the back office. The POS will then calculate line item prices that include the tax.

When you have finished creating your price group, you will need to save it. Do so by clicking the save button at the top of the screen.

If you haven’t done so already, you will need to have a customer group ready that you wish to assign the price group to. For more information on how to create a customer group, see the customer group creation manual page

Assigning Price Groups to Customer Groups

Go to the customer groups screen by navigating to Settings > Customer Groups. Once you are on that screen, you will need to select the customer group you wish to assign the price group to or you can create a new one.

Once you have selected the customer group that you wish to edit, assign it to your price group by selecting the price group from the drop-down menu.

Once you have assigned a price group to the customer group, save your changes by clicking on the save button at the top of the screen.

If you haven’t done so already, you will need to have the organizational unit ready that you wish to assign the price group to. For more information on how to create an organizational unit see the organizational manual creation manual page.

Assigning Price Groups to Organizational Units

Go to the organizational units screen by navigating to Settings > Organizational Units. Once you are there, select the organizational unit that you wish to assign the price group to.

Once you have selected the organizational unit that you wish to edit, select the price group you wish to add selecting it from the price group drop-down menu.

Once you have assigned a price group to the unit, save your changes by clicking on the save button at the top of the screen.

You can also assign prices to an organizational unit by editing the product’s store price. For detailed information on how to set store prices, please visit our store price manual page.

Setting Prices in a New Price Group:

Now that the price group has been added to the Store and Customer groups (as needed), you will need to add the price for that price group to the product.

Navigate to the products screen by going to Inventory > Products. From there, select the product you wish to edit.

When you have selected your product, you will notice the newly created price field. In this field, you can set the price you want that price group to pay for that product.

This is also based on the settings you have defined in the earlier sections of the setup process. When you set your price, you will need to save the changes to your product. Do so by clicking the save button at the top of the screen.

Remember: you will need to synchronize any POSes that this price group applies to.