Customers and special pricing
Keep customer records with contacts and terms, and set special prices and quantity breaks per customer.
Open Customers for the table of companies with their contact count, open quotes and last activity. The detail view holds everything Kabaido knows about one customer.
The customer record
- Contacts, where the primary contact drives the default quote recipient.
- Addresses, terms, VAT, currency and notes.
- External references shown as read-only chips.
- Tabs for Activity, Special pricing and Service items.
Special pricing
The Special pricing tab manages special prices for the customer. You pick a scope and the tab shows a live example calculation so you can see the effect before you save. A special price can replace the unit price with a fixed amount or apply a percentage discount.
Special prices can be scoped to a single product, a category or a schema. The most specific scope wins when more than one matches.
Quantity breaks
Quantity breaks are pricing rules that reward larger orders. They reduce the unit price once the quantity reaches a threshold, by a percentage or a fixed amount. They are set up on the Pricing page under Sales, and apply across customers.
Special prices against quantity breaks
The two solve different problems and they are set up in different places, which is worth keeping straight.
- A special price is about WHO is buying. It lives on the customer record and reflects an agreement with them: this account gets trade terms, this one has a negotiated rate on a range.
- A quantity break is about HOW MANY. It lives on the Pricing page and applies across customers, because a hundred off costs less to supply than one whoever ordered it.
They stack, in that order: the special price resolves first, then the quantity break applies to the result. The exception is a special price that sets a fixed amount rather than a discount. A fixed price is a negotiated figure, so a quantity break is not allowed to move it, and it does not. Pricing rules and resolution order has the full chain.
Importing customers
You can import customers from a CSV with company, contact, email, phone and terms. Kabaido prompts on likely duplicates by email domain and company name, and never creates a customer without your confirmation.