Watch: How to set special contract pricing for a fleet customer in SalesThumb (0:50)
Settings → Fleet Pricing is where you set up contract pricing overrides for a specific customer — including a fleet/B2B account. Once a rule exists, the quote builder applies it automatically — you don't have to remember to manually discount a line item for that customer at quote time.
How the right price gets picked
When a quote is built, SalesThumb resolves the price for each line using this priority order, most specific wins:
- This customer's price for a specific service
- This customer's price for a whole category (e.g. all tint)
- Your shop's regular price
In plain terms: a rule tied to one exact service beats a rule that covers a whole category. If nothing matches, the shop's normal price is used.
Creating an override
Click "New override" and fill in three things. First, Apply to — search for the customer by name in the picker. If the customer is a fleet/B2B account, flag them with the Fleet account toggle on their own record first (see "Managing B2B fleets") so they show up on your Fleets tab too — the pricing override itself is set here either way.
Second, Targets — this UI only lets you pick a category (Tint, PPF, Detail, Removal, Vinyl wrap, Flat glass — solar, Flat glass — security, or Other). The override then applies to every service in that category. Per-service or per-SKU overrides (the "exact" row in the priority list above) exist in the API but don't have picker UI built yet, so you can't create one from this screen.
Third, Override type — either a Discount % (entered as a percentage, e.g. 15) or a Flat price (entered in dollars, e.g. 299.00). Only one applies per rule. Contract # and internal notes are optional and just for your own reference.
Editing, deleting, and gotchas
Once created, the customer a rule belongs to can't be changed — only deleted and recreated. If a rule targets a specific service or film product rather than a category, the edit dialog shows that target as read-only text — delete the rule and create a new one to change it; you can still edit its discount/flat price, contract number, and notes here.
Deleting is immediate — clicking the trash icon on a row removes the rule with no confirmation step, so double-check the row before clicking.
The "Effective" column in the table shows a date range (or "ongoing" if there's no end date), but neither the create nor edit dialog on this page has fields to set those dates — that has to be done elsewhere or defaults to ongoing.
Related
- Managing B2B fleets: Local Fleets and HQ Contracts — where you set up the fleet customer this pricing applies to in the first place