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  • Controlling What Pricing A New Customer Sees

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    Triston Merritt

    If you're a business owner who sells primarily to dealers, you may not want random customers who sign up to see your base pricing. Fortunately, there are steps you can take to control this and ensure that only authorized customers can access your pricing information.
    One effective strategy is to create a price adjustment based on tags. For example, you could set up a surcharge price adjustment for companies with the "RetailCustomer" tag. Of course, you can choose to name this tag whatever you like.
    To ensure that only authorized customers are tagged with the "RetailCustomer" tag, you can create a trigger that fires whenever a new account is created. This trigger can be set up to add the "RetailCustomer" tag to the account automatically.
    It's important to note that not all new accounts will be retail customers, so it's a good idea to set up another trigger that alerts an employee whenever a new account is created. This employee can then review the account information and determine whether the account should be tagged as a retail customer or not.
    By taking these steps, you can maintain greater control over who has access to your base pricing information and ensure that only authorized customers are able to view it. This can help you protect your business and maintain your profitability over the long term.

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