Record price agreement for customer

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Price lists are used to set price structures for groups of users and to control VAT. Price agreements can be used to record individual price agreements with your customer(s). 

There are two ways to record price agreements in Yuki:

• with the customer

• with the sales item.

Price agreement for existing customers only

You can only record price agreements for already existing customers. So you must have previously sent a sales invoice to the customer.

Access to customer contact card

To access:

• click on the Contacts icon in the navigation bar
• click on Contacts
• in the now-opened screen, click on the Customers icon
• find and open the customer's contact card.

Record price agreement

To record a price agreement for a customer:

• click on the Price agreements tab
  
  
  On this screen, you can see all existing price agreements for this customer.
  
  
• click on the New button at the top left of the screen.
  
  The following screen is opened:
  
  
  
• select the sales item for which you want to set an agreed different price
• enter the new price (including or excluding VAT)
• specify the VAT rate
• click on the Save button to record the new price agreement with the customer.