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Special prices and customer discounts

Give one customer an agreed price on a product, a category or a schema, or a discount on everything they buy.

Updated 23 September 2026

Why
A special price is about who is buying: the terms agreed with one account.
What
A special price is a percentage discount or a fixed price for one customer, on one scope, with optional dates.
How
Set it on the customer's record or on the Pricing view of the catalogue; both are for admins and owners.

Set one on the customer

  1. Step 1.

    Open the customer at /app/customers and choose the Special pricing tab.

  2. Step 2.

    Pick the Scope and what it Applies to, then the Kind: % discount or Fixed price.

  3. Step 3.

    Enter the Percent off or the Price, and Starts and Ends if it has dates. The example line shows the effect on a base price before you choose Add.

The same rows appear on /app/catalog?tab=pricing under Special prices, where New special price starts with the Customer.

Scopes

ScopeCovers
ProductOne catalogue product.
CategoryEvery product with that category.
SchemaEvery product on that schema.
ServiceLines for one service; percentage only.
Whole customerEvery product, design and service line for the customer; percentage only, set from the customer record.

The most specific scope that fits a line wins, so a product price beats a category discount, and a whole customer discount applies only where nothing narrower does. A Configurator special reaches no line today: a design line takes only the whole customer discount.

With quantity breaks

A special price is about who; a quantity rule is about how many. A percentage special and a break stack, special first. A fixed special price ends the chain.

Removing a special price never changes a quote already priced with it. New lines for that customer go back to the standard price.