Want to be able to alter item prices in invoices

[CarloPappano]

My salespeople negotiate each item price when doing sales with clients. A global discount on an order isn't sufficient. Is there a way to set a price floor and allow salespeople to negotiate each item price for a sale?

[Minion · Accepted solution]

Hi @CarloPappano 

I'm not sure if there is an easier way to do this, or how many items you need to do this for, but you can try the following.

Navigate to Items & Orders > Items

Select the item you would like to add a price to.

Scroll down to the Variation Section and choose Add Variation

Name the Variation (Variable Price or something), FIll in any other details you may want, but leave the price set to $0.00.

Click Done, then Save.

When creating an Invoice, and once you choose the item in question you will be able to choose from the base price,(regular) or you can choose the variable option, and enter the different sale amount desired.

Hope this helps.

[Minion · Accepted solution]

Hi @CarloPappano 

I'm not sure if there is an easier way to do this, or how many items you need to do this for, but you can try the following.

Navigate to Items & Orders > Items

Select the item you would like to add a price to.

Scroll down to the Variation Section and choose Add Variation

Name the Variation (Variable Price or something), FIll in any other details you may want, but leave the price set to $0.00.

Click Done, then Save.

When creating an Invoice, and once you choose the item in question you will be able to choose from the base price,(regular) or you can choose the variable option, and enter the different sale amount desired.

Hope this helps.

[CarloPappano]

That worked, thanks so much. Now when I do an invoice I can enter in the price manually. Only problem is all the items I created aren't populating into the invoice item library.

[Minion]

Glad that worked out for ya!

As for your items not showing up, do they come up if you start typing/searching for them as if you were adding them to an invoice?  Or are they not showing up at all?

I never pay attention to my items when doing an invoice, as I can usually type it faster than scrolling trying to find it. 

[CarloPappano]

Tried typing them in with no luck, just the same 3 skus show up.

[Minion]

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@CarloPappano wrote:

Tried typing them in with no luck, just the same 3 skus show up.

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Okay, Check out this solution here, and double check your items are assigned to your location . 

[CarloPappano · Accepted solution]

You've answered all of my questions. You really made my day thanks. What are your thoughts on the last two questions I have:

1. A solution for salesman to access square (without admin status) to take orders and send invoices with payment links (I'm thinking I'll have a sales manager input their orders and send invoices).

2. Populating Quickbooks online with the paid invoices from square so we don't have to double enter everything.

[Minion]

Perfect, Glad those solutions worked out for you. 

As for the other two questions, I think you are pretty much spot on. You can use this guide if need be to set up permissions for your team members.  That sounds like it would work the best for you. 

I can't really speak much on the QB Online., but that should work out just fine, just as long as it doesn't do double entries if you transfer it to an external account you should be all set.