CoreBridge gives you flexible control over pricing at the Customer level. You can manage pricing in three ways: by assigning a Pricing Tier, setting Part Price Overrides, or setting Machine Price Overrides.


Updating a Customer’s Pricing Tier adjusts their placement on the Discount Chart (for Market-Based Pricing) or the Margin Chart (for Cost-Plus Pricing), affecting all Parts and Modifiers. Part Price Overrides let you set a specific Pricing Tier or retail price for individual parts. Machine Price Overrides allow you to assign a custom retail price when that Customer uses a particular Machine.


Note:  Customer Pricing Options affect BOTH Market-Based and Cost-Plus pricing.



Table of Contents



Accessing Pricing Options


Pricing for Customers can be customized by selecting Pricing Tiers and overriding pricing. 


To view and edit a Customer's pricing options, navigate to Sales Module / Customers and select the appropriate Customer. Click on the Pricing Options tab.  


Note: Clicking on a hyperlink of any Customer's name will bring you to that Customer's information page.




Customer Pricing Tier 


When a new Customer is created, they are automatically placed in Pricing Tier 1, which represents your standard retail pricing. You can update this by selecting a different tier from the dropdown menu.


Customer Pricing Tiers determine how pricing is applied across all Parts and Modifiers for that Customer. Depending on your pricing method, tiers are reflected in either the Discount Chart (Market-Based Pricing) or the Margin Chart (Cost-Plus Pricing). In general, higher tier numbers provide greater discounts in Market-Based Pricing or lower margins in Cost-Plus Pricing.




Overriding Part Price 


This section allows you to set a Price Tier or fixed retail price on a specific Part for this Customer.


Note:  Price settings in this section override settings elsewhere in the system. 


Changing Pricing Tier on a Part 


1. Select the Part Price Overrides tab.

2. Select a Part Category from the dropdown menu.

Note:  A Part must be assigned to a category in order to receive a part price override. For more information on assigning Parts to Categories, please see Part Categories.

3. Select a new tier from the Tier Override dropdown menu.

4. Click Save for each part.



Note:  When you click Save Changes, a flag will appear next to the updated price, indicating that it has been set as an override.




Applying a Fixed Part Override


1. Navigate to the Part Price Overrides tab.

2. Select a Part Category from the dropdown menu.
Note:  A Part must be assigned to a category in order to receive a part price override. For more information on assigning Parts to Categories, please see Part Categories.

3. Type in the desired retail rate for the selected Part. Type in the Percent of retail charged for the second side, if applicable.

4. Click Save for each part.




Overriding Machine Price


This section allows you to set a fixed retail price on a Machine profile specifically for a Customer.


Note:  Machine overrides set here will take priority over all other pricing settings in the system, including those on the Part Price Overrides tab.


1. Navigate to the Machine Price Overrides tab.  

2. Entered the desired Retail Price per unit.

3. Enter a Percent of Retail Charged for Second Side, if applicable.

4. Click Save.


Note:  Changes are saved by Machine Profile. If you want to allow a price override for a Machine with multiple profiles, you must repeat the steps above for each profile.