Setting Up Price Lists for Trade and Wholesale Customers
How to create and assign price lists in AskBiz POS — setting wholesale, trade, or VIP prices that override standard retail prices for specific customers.
Key Takeaways
- Price lists let you offer different prices to different customer types without changing your standard retail price.
- Assign a price list to a customer record and it applies automatically every time that customer makes a purchase.
- Price lists can be percentage-based (e.g. 15% off all products) or product-specific (set a fixed price per item).
What price lists are for
Most retailers sell at one price to everyone. But many businesses have tiered pricing: a standard retail price for walk-in customers, a trade price for business customers who buy regularly, and a wholesale price for bulk buyers. Price lists in AskBiz let you define these tiers. Assign a price list to a customer and every time that customer is selected at the till, their prices override the standard ones automatically. No manual discounting needed — and no risk of a cashier forgetting to apply the agreed discount.
Creating a price list
Go to POS > Operations > Retail > Price Lists. Click New Price List. Give it a name — 'Trade', 'Wholesale', 'VIP Member', or whatever suits your tiers. Choose the pricing method: Percentage Discount (e.g. 15% off all standard prices) or Fixed Prices (set a specific price per product). Percentage discount is simpler to maintain — when you raise standard prices, the percentage automatically applies to the new price. Fixed prices give more control but require manual updates when costs change.
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Start for free →Adding products to a fixed price list
If you chose Fixed Prices, click Add Products and search for the items you want to include. For each product, enter the price this customer type pays. You don't need to include every product — products not listed in the price list fall back to the standard retail price. This is useful if most of your products are sold at standard prices but a handful (e.g. bulk items or own-brand products) have agreed trade rates.
Assigning a price list to a customer
Go to Operations > Retail > Customers and open a customer record. Find the Price List dropdown and select the appropriate list. Save. From now on, when a cashier selects this customer during a sale (by searching the customer's name or loyalty card), AskBiz applies the assigned price list automatically. The till shows the adjusted prices before the cashier completes the transaction, so both cashier and customer can see the correct amounts.
Reviewing price list performance
In POS Reports, you can filter sales by customer and see what margin you're achieving on trade customers vs standard customers. If your wholesale price list is eroding margin below target, you can adjust it. Open the price list and update the percentage or fixed prices — changes take effect immediately on the next transaction. For businesses where wholesale pricing is a meaningful part of revenue, reviewing price list margin monthly is a good discipline.