Adding a Customer

To register a brand-new customer with their own markup, state their name and the markup:

new customer Wiz, markup 20%

The bot creates the customer, applies that markup on top of every product’s default price, and adds them to the pricing sheet automatically:

✅ New customer added: Wiz (rep: Alex)
Markup applied: +20% across 60 products
Added to the customer price sheet.

Markup can be a flat dollar amount per unit instead of a percentage:

new customer Tom, markup 180

✅ New customer added: Tom (rep: Alex)
Markup applied: +$180/unit across 60 products
Added to the customer price sheet.

The customer is created under you as their rep, and their new block in the pricing sheet starts at that markup for every product — go edit the sheet directly for any individual product’s price that customer should get differently.

If the name already exists

To avoid accidentally wiping out someone’s existing custom pricing, the bot won’t touch a customer that’s already registered:

⚠️ "Tom" is already a customer — not overwriting their pricing. Use the pricing sheet to adjust their prices instead.

If you need to fix an existing customer’s pricing, edit their block directly in the pricing sheet — the bot picks up sheet edits automatically (or say “sync sheet” to apply immediately).