Managing Client Groups
Client Groups allow you to efficiently manage multiple clients by grouping them together. This facilitates easy handling of:
1. Product pricing for the group
2. Product availability for the group
Pricing Types
Within the client group settings, you can choose from three pricing types:
1. Fixed Price: A stable price that remains constant regardless of other factors.
2. Amount Markup: Adjusts the base product price by adding a specific dollar amount.
3. Percentage Markup: Adjusts the base product price by adding a specific percentage.
Product Availability Settings
There are five types of product availability settings you can configure within a client group:
1. All Products are Available EXCEPT: Specify products that will not be available.
2. No Products are Available EXCEPT: Specify products that will be available.
3. Only Products with Fixed Prices are Available.
4. Only Products with Fixed Prices are Available for Selected Clients.
5. All Line Items are Available EXCEPT: Specify line items that will not be available.
Additional Settings
1. Zero-Dollar Fixed Price Products: Zupply enables a setting to hide products with a $0 fixed price, allowing for more precise control over product and line item availability between different groups.
2. Contract Prices: These take precedence over client group prices.
These customisations provide significant flexibility in managing group and client pricing.
Steps to Create and Manage a Client Group
Task:
1. Create a Client Group:
- Navigate to: Clients > Client Groups > Create a new client group.
- Add clients to the group by clicking the manage button.
- In the top right, click “Add Client”.
2. Add Products to the Client Group:
- Go to the fixed price tab and click “Add New Product”.
- Review the fixed prices by navigating to: `Clients > Client Group Page > Export Prices`.
3. Understand Dynamic Pricing:
- Repeat the process for all three pricing types (Fixed, Amount Markup, Percentage Markup) to understand how dynamic pricing works.
Extra Tasks
Discount Pricing:
- Try the steps again with negative values to understand how discount pricing structures work off the base price.
By following these steps, you'll be able to efficiently manage client groups, customize pricing, and control product availability with ease.
