Customer Management & Price Lists

Set up customer profiles, create custom price lists with margins for delivery platforms, and manage B2B pricing.

Overview

Stogly's customer management helps you:

• Maintain a customer database (B2B, B2C, delivery platforms)
• Create custom price lists with percentage-based margins
• Assign different pricing for different sales channels (Wolt, Glovo, etc.)
• Track customer-specific discounts and terms

Setting Up Customers

Creating Customers Manually

1. Navigate to Sales > Customers in the sidebar
2. Click + Add Customer
3. Fill in customer details:
   - Name — Customer or company name
   - Email / Phone — Contact information
   - Type — Individual, Business, or Platform
   - Tax ID — For B2B invoicing
   - Notes — Additional information

Importing Customers via CSV

1. Go to Sales > Customers
2. Click Import
3. Upload a CSV with columns:

Delivery Platforms as Customers

Create Wolt, Glovo, and other delivery platforms as customers to:

• Track sales per platform
• Apply platform-specific pricing (with commission margins)
• Generate per-platform reports

Customer Price Lists

Customer price lists let you set different selling prices for different customers or sales channels.

Creating a Customer Price List

1. Navigate to Sales > Price Lists
2. Click + New Price List
3. Fill in:
   - Name — e.g., "Wolt Price List"
   - Customer — assign to the customer
   - Margin Type — Percentage markup
   - Margin % — e.g., 34% for Wolt (to cover their commission)
4. The system automatically calculates adjusted prices for all products

Importing Customer Price Lists via CSV

Margin Examples

For a product with a base selling price of 1130 RSD:

• Wolt (34% margin): 1130 / (1 - 0.34) = 1712.12 RSD
• Glovo (30% margin): 1130 / (1 - 0.30) = 1614.29 RSD
• Walk-in customers: 1130 RSD (base price)

Tips

• Platform margins — set margins that cover the platform's commission so you maintain your target profit
• B2B pricing — create separate price lists for wholesale customers with volume discounts
• Seasonal adjustments — update price lists seasonally without changing base product prices

Need help? Contact support at support@stogly.com