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3 ways to boost sales with customer price lists

You may already be sending your customers updated price lists from time to time, but you can turn these price lists into a powerful selling tool with a few simple tricks by tailoring your price lists to each customer.

You can generate a price list for a customer by selecting Generate Price List under the Actions menu.

 

This price list can easily be printed or emailed to a customer but the default format is not very exciting. Changing the default format is really quite easy, however many NetSuite users shy away from it because it can very quickly start to look like “programming”.

This article will use NetSuite’s Advanced PDF/HTML Templates to demonstrate simple ways to increase the effectiveness of the price lists that you send to customers.

First, make sure you have Advanced PDF/HTML Templates enabled. Go to Setup -> Company -> Enable Features. Under the SuiteCloud tab, make sure “Advanced PDF/HTML Templates” is checked.

Now, make sure your price lists are using advanced templates. Go to Customization -> Forms -> Transaction Forms. Find the Standard Price List form and click “Customize”. Give your form a name and select “Advanced” under Printing Type. Selecting Advanced will allow you to select from Advanced PDF/HTML Templates for this form.

Our first two tricks are based on your customer and item data and won’t require any customization of the price list layout:

1. Focus on Selected Items
It’s easy to fire off a list of hundreds (or thousands) of items in your catalog, but wouldn’t it make more sense to call your customer’s attention to those items that they’re mostly likely to order or which provide the best margin?

On the customer record, find the Item Pricing tab and add the items that you would like to include on a custom price list. You can include list (or base) price items, other company-wide price levels, or custom prices assigned to just that customer. Note that only Custom prices can be specified on the customer’s Item Pricing. Other prices are assigned to the item itself.

Now when you generate a price list, check the box labeled “Assigned Price Levels Only”. The price list will only include items under the customer’s Item Pricing tab. Also make sure you select the custom transaction form that you created earlier.

And here’s our price list:

2. Call Out Quantity Pricing
Customers may be more likely to take advantage of quantity pricing when it stands out on the price list. Fortunately, this is exactly what the default price list format does.

If you assign quantity prices to an item…

…the prices will be shown in a separate section on the price list:

3. Add an Additional Item Information to the Price List
We can easily add other fields from the item record to provide more information of interest to your customers. In this example, we’ve created a custom item field for the MSRP. Now we want to include it on the price list. It’s very easy to add a column to our price list.

Go to Customization -> Forms -> Advanced PDF/HTML Templates and click “Customize” next to the Standard Price List PDF/HTML Template. Click “Template Setup” to give the form a name:

To add a column, right-click in an existing column and select Insert Column After:

Right-click in the new column and select Cell -> Properties to specify a width. 100 pixels will work for us. Now all you have to do is specify the item field to add by using the field name:

This may look like gibberish to the average person, but you can see that we just used the name of the custom field, “custitem_msrp”. The “@label” in the header row indicates that the column heading should be the same as the field label on the item form.

Save the template. You’ll also need to update the custom transaction form to point to the new template you’ve created:

Now let’s look at the price list that we’ve created. The MSRP is shown for items that have that information:

By the way, you don’t have to create a new column to add additional fields. As you can see, the default template includes two fields, the item name and description, in the Item column. You can add other fields or replace the existing ones with whatever you like just by including the standard or custom field name with the notation “${add.fieldname}”. You can also enter your own text if you prefer, for example, “Manufacturer’s Price: ${add.custitem_msrp}”.

This is just a taste of what can be done with price lists and Advanced PDF/HTML Templates, but hopefully it’s enough to enable you to start experimenting with ways to change up your plain old price lists and start generating more sales!

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