Set up Price Groups

Price Groups are a way to assign particular rates and discounts to customers at the point of sale, based on the user name or role to which the member is assigned. When a new sale is created, we check to see if the customer belongs to any Price Groups. If they do, we'll apply the pricing as defined in the user's highest price group.

Example - Give your staff a special aircraft rental rate:

1. Add a custom Aircraft Rate Type called "Staff Rate"
2. For each aircraft this rate applies to, you'll enter the special "Staff Rate" price on the item for the aircraft
3. Add a Price Group called "Staff pricing" and select all roles that contain your staff & select "Staff Rate" as the Aircraft Rental Rate

To set up price groups, go to Settings > Billing Hub > Memberships & Price Groups > Add New > Price Group

Note that the hierarchy of your list of Price Groups is important. If a user belongs to more than one price group, only their highest group will be auto-applied to the sale. Therefore, make sure you put the price group with the best pricing and/or discount at the top of the list.

• Name: Brief and concise like "Staff Rate"
• Active: You can have a new price group start out as inactive by selecting No
• Account Balance Required: Select Yes if you want to require a minimum account balance before a customer can get the benefits of the price group. If you select Yes, enter the Minimum Balance required.
• Apply to Roles: Select one or more user Roles to automatically apply special pricing for this price group to those roles
• Apply to Users:  Select one or more Users to automatically apply special pricing for this price group to those users
• Aircraft Rate Type: Select the Aircraft Rate Type to use for this price group
• Instruction Discount: To offer a discount on all sales with the Service Type of Instruction, enter the percentage here
• Product Discount: To offer a discount on all sales with the Product Type of Product, enter the percentage here
• Mechanic Labor Discount: To offer a discount on all sales with the Service Type of Maintenance, enter the percentage here (only applies if using MX Hub)
• Parts Discount: To offer a discount on all sales with the Product Type of Parts, enter the percentage here (only applies if using MX Hub)