How To Set Default Manual Price Agreement Method
Learn how to establish the default manual price agreement method in a quick and efficient manner.
Written by Ryan Osborne
Updated at January 15th, 2025
Table of Contents
If you frequently create the same types of manual price agreements, you can streamline the process by setting a default pricing method. This small adjustment can save time and simplify the creation of new agreements.
To do this you will need to log into your Merchanter system with the Prime user account.
Go to Settings > Ledger Info > Pricing.
From the Default Price Agreement Type Drop down select your required option.
Scroll to the bottom of the page and click save to ensure your selection is saved before exiting the settings screen.
the selection options are:
Set Price - Set the price for the manual pricing agreement
Discount Percentage - Make a percentage discount from the base price
Set Margin - set the exact margin to be achieved from the manual price agreement.
By setting this default, the system automatically selects your preferred pricing method each time a new price agreement is created, saving valuable time and reducing repetitive tasks.
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