Introducing Customer Type
Updated 12/19/2017: A new feature added with Price Rules is Customer Type. You can define define customer types (like “Consulting,” “Retail,” and “Wholesale” in my example), assign a customer type to your customers, and then use them in the price rules. Manage these by clicking the Customer types button in your customer list.
They Customer types list is simple. Just a list of the type names. You can add a new customer type with the button in the upper right, or use the link in the Action column to edit it, or make it inactive. Note that there is no way to delete a customer type.
Here’s the add/edit window, not a lot here.
When you edit a customer you can assign the customer type in the Additional Info tab.
Now you can use Customer Type to specify the customers to be selected in a price rule.
Problems, and Suggestions
There are a lot of features that can be built into price rules, and I know that Intuit is working on expanding the capabilities of this feature. They are actively requesting feedback from users during this beta test.
I do have some issues that I would like to point out, and some suggestions. Keep in mind that I’m reviewing a particular release of a beta test product, so it is possible that some of these things will be addressed by the time you see the feature. Some may already be addressed by the time this article is published!
Some features I would like to see:
- I would like to have an option to base prices on cost in addition to the base price. This is a bit complicated, because it is hard to define what cost is, and you have to pay attention to how cost is updated. There is a cost field for inventory items, but for non-inventory and service items you have to check the box for “I purchase this product/service from a vendor” to get a cost In any case, there are many businesses that want to base their price levels on cost.
- As I mentioned earlier, I would like to see the multiple rate icon be sticky in a sales transaction, so that it appears even if you aren’t editing that specific transaction detail line. I’m very concerned that people will not notice when an item has multiple rates possible, and QuickBooks Online doesn’t apply any price rule.
- I would like to have an option for the rate to go to the lowest possible price when there are multiple overlapping price rules. It defaults to the base rate now, that isn’t my first choice.
- It would be nice to have an option to set a rule precedence, or to have one rule that always is implemented if there are multiple rules.
- It is also very important that this feature includes a good set of price level reports, as I outlined earlier. At the very least we need a customer price list.
- How about quantity pricing? If I’m going to ask for everything that price rules could do, I would love to have quantity pricing.
One big concern that I have is how the adjusted price is handled in the Products and Services list for a price rule. When you create a rule, you can enter an overriding value for any particular item. This can be done in any rule, not just those that are set to be a custom price.
Can you see which item has a custom price in this screen shot?
Sure, you can go down the list and compare the sales price with the adjusted price, but if you have a long list of items it can be difficult to see. And it is possible that I just accidentally changed something here without noticing it.
At the very least I would like to see a notification that there is a customized value on a particular item. Highlight the box in red, put an asterisk by it, something!
Along with that, if I decide to change the percentage used in the rule (for example), and I click the apply button, any customized price I have here is overridden. On one hand, that is good, it lets me fix those accidental price overrides. On the other hand, I have no idea which overridden prices will be changed, if there happens to be an override that I want to keep. A notification would help. A report that shows which prices are customized would also be very helpful.
All in all, I like the direction that Intuit is going with this feature. They have a good set of the basics (other than reporting), and there is a lot of interest on their side in building this out. It works!
So, what would you like to see added to this feature?