Use price management for items

Set customer-specific or project-specific prices for items and hour types.

Use price management when the same item needs a different price for a specific customer or project.

This lets you override the default item price without changing the catalog itself.

How price management works

A price agreement links an item or hour type to:

• a customer or project
• a fixed price or discount
• a start date, and optional end date

When the agreement applies, OutSmart uses that price on quotations, invoices, and work orders.

Create a price agreement

1

Open price management

Go to Settings → Price Management.

Click Add.

2

Select the item or hour type

Choose the item or hour type.

The default price fills in automatically.

3

Select the customer or project

Choose the customer or project that should receive the special price.

4

Set the new price

Enter a fixed price or a discount percentage.

Set the Start date.

Add an End date if needed.

5

Save the agreement

Save the price agreement.

Use the item on a matching work order, quotation, or invoice.

Important behavior

Select the customer before adding items.

If you add the item first, the special price may not apply immediately.

The app uses the original item price when items are added there. Use automation if you need price agreements applied later in the process.

Frequently asked questions

Can I set a different price for one customer only?

Yes. Create a price agreement for that customer and item.

Can I use a percentage instead of a fixed price?

Yes. You can use either a discount percentage or a fixed price.

Does price management also work for hour types?

Yes. You can create agreements for items and hour types.

Related topics

• Create an item
• Add items to quotations and invoices
• Introduction to Items and Materials