Select a Price Level or Create a New Price Level
From the home page, go to Customers.
Double-click on the customer you're assigning a price level to.
Go to Payment Settings.
Click on the price level dropdown and select an existing price level, or click <Add New>. If you selected an existing price level, click ok to save the change.
If you selected <Add New>, the New Price Level screen will open.
Name your price level. Then select the Price Level Type.
Price Level Type (Add New):
You can choose 'Per Item' or 'Fixed %'.
Option 1: Per Item
If you choose 'Per Item', you can individually select the items subject to a special price under this price level (by adding a checkmark before the item) or select all items by checking the 'Mark All' checkbox.
You can then set a custom price for each item under this price level.
Once you're done with the configuration, click 'Adjust'. Then, click 'Ok'. Click 'Ok' again when exiting the customer screen.
Option 2: Fixed %
If you choose 'Fixed %', you can determine whether to apply a discount percentage or a surcharge percentage, applicable to all standard sale prices under this price level.
To apply a discount, you'd select 'decrease' in 'This price level will'; to apply a surcharge, you'd select 'increase'. Set your percentage rate in the 'item prices by' field.
You can also choose whether you'd like to apply rounding and, if so, by how much.
Once you're done with the configuration, click 'Ok'. Click 'Ok' again when exiting the customer screen.