Setting Customer-Specific Pricing
Every customer in DailyStak has a discount rate — the percentage off MSRP they pay for products. By default, all customers use the account-wide discount you set in Settings > Pricing. You can override this for individual customers.
How It Works
- Default discount — Set in Settings > Pricing. Applies to all customers unless overridden.
- Per-customer override — Set on the customer's profile. Overrides the default for that customer only.
The discount slider ranges from 0% (patient pays full MSRP) to your partner discount (the maximum discount you can offer).
Setting a Custom Discount
When Adding a Customer
On the Add New Customer form, use the Discount slider to set a custom rate before creating the customer.
When Editing an Existing Customer
- Go to Customers and click the three-dot menu on the customer's row.
- Select Edit.
- Adjust the Discount slider.
- Click Save Changes.
Understanding the Trade-Off
| Scenario | Customer Discount | Your Commission |
|---|---|---|
| No discount | 0% off MSRP | Maximum commission |
| Moderate discount | 10% off MSRP | Good balance |
| High discount | 25% off MSRP | Lower commission |
Example: With a 30% partner discount and a product at $100 MSRP:
- At 0% customer discount: Patient pays $100, you pay $70, you earn $30.
- At 10% customer discount: Patient pays $90, you pay $70, you earn $20.
- At 25% customer discount: Patient pays $75, you pay $70, you earn $5.
tip
Consider offering a moderate discount (10-15%) to keep prices competitive for patients while maintaining healthy margins.