Glance Card
Getting Started with Rundoo · Setup
The VIP Treatment
Assign a rep, keep notes, and set a customer's own price. It all lives on the Relationship tab and rings automatically at the counter.
Three things you do on the profile
1
Assign a rep
Give the account one owner. Powers sales-by-rep reports.
Relationship → edit
2
Log a note
Visits, calls, texts. Stamped with date and author for the whole team.
New interaction → Save
3
Set a price
A standing deal on the products they buy most.
Products → Custom prices
Add a custom price in 4 steps
- Products → Custom prices → + Add custom price.
- Assign to the customer, then By product and add the item.
- Pick a Pricing strategy: Dollar, Discount off a tier, or Margin.
- Set the schedule and location, then Save.
At the counter
Rings on its own
The custom price shows with the tier price crossed out and the savings called out. No cashier input needed.
Stacks on tiers: only the products you cover ring at the special price. Everything else still rings at the customer's tier, so you never have to rebuild the whole list.
Not a floor: a custom price is a starting price. Changes apply on the next sale, not past ones, and a cashier can still Edit price unless you lock it with Support.
Take care of the accounts that take care of you. · rundocs.com