Customer Pricing

Modified on Wed, 03 Jul 2019 13:24 by J Denniston Categorized as Item Control
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===General Information===

'''Default Menu Location''' Maintain >> Item Control >> Customer Pricing

'''Screen Name''' PRICEGROUP

[imageauto|Customer Pricing Screen|{UP}/customerpricingscreenthumb.png|^{UP}/customerpricingscreen.png]

'''Function'''The ''Maintain Pricing'' screen is used to create and maintain item pricing rules.  

====Setting Up a Price for a Specific Customer====

To set up a new pricing matrix, follow these steps:

NOTE:  For this example we will set up a new pricing rule for a specific customer and item.  

'''STEP 1:'''  In the Filter section on the bottom half of the screen, select which type of pricing matrix you want to create:

          &bull;GG>Ent-Grp:    Customer and Item Price Group

          &bull;EI>Ent-Item:     Customer and Item

'''STEP 2:'''  Enter the Customer's Price Group in the '''Ent Code/Name''' field and the Item code or Item Price Group in the '''Item Code/Name''' field.

'''STEP 3:'''  Click the '''Refresh'''  button to see all current pricing rules set up for your Customer-Item matrix. A blank grid means there are no pricing rules set up yet.

'''STEP 4:'''  Tab down to '''Factor Type''' field and enter the pricing rules.  The remaining fields are described below.  Click '''Save''' when finished.



====Setting Up a New Customer Group====

'''STEP 1:'''  Set up a new pricing group in the following rule in Rule Maintenance.  (If you need help adding rules, please contact your ABIS consultant.)

[imageauto||{UP(Maintain Pricing )}Price_Group.png]

'''STEP 2:''' Link the Sold To record to the new pricing group for the desired customers.

[imageauto||{UP(Maintain Pricing )}Sold_To.png]


'''STEP 3:'''In the Filter section on the bottom half of the screen, select one of the following:

          &bull;GG>Grp-Grp:   Customer Pricing Code and Item Price Group

          &bull;GG>Grp-Item:  Customer Pricing Code and Item

[imageauto||{UP(Maintain Pricing )}group_to_group.png]

'''STEP 4:'''  Select the Add button to add a new entry.  Enter the pricing code you set up in step 1 in the '''Ent Code/Name''' field and the Item code or Item Price Group in the '''Item Code/Name''' field. 

'''STEP 5:'''  Tab down to '''Factor Type''' field and enter the pricing rules.  The remaining fields are described below.  Fill out the desired entries and save the record.  The example image represents a setup where 'Walk In' customers receive a 20% discount on items with the COMMON Item Price Group.  Click '''Save''' when finished.

'''STEP 6:'''  Click the '''Refresh'''  button to see all current pricing rules set up for your Customer-Item matrix. A blank grid means there are no pricing rules set up yet.

===Fields/Filters===

'''Factor Type:'''  This determines what the markup will be based upon (dollars, percentage, or fixed price).

'''Origin:'''  Select whether the factor will be based on the '''Cost''' (the base cost) or '''Price''' (the list/retail price).

'''Factor:'''  Enter the percentage/amount that will be marked up or discounted.

'''For a discount, enter a negative symbol (-) before the number.'''

'''Unit:'''  Select the unit of measure that should be used.  This is normally going to be the item's sell unit.

'''Stock Status:'''  Select the stock status of the item (Stock, Non-Stock, Both).

'''Rate Code:'''  Enter the billing rate used for this item. 

'''Starting Qty:'''  The minimum quantity for this pricing rule.

'''Ending Qty:'''  The maximum quantity for this pricing rule.

'''Sale:'''  Check this box if your pricing rule is only a promotion for a valid date range.  Sales are looked at first in the pricing program and will override other pricing rules (other than a customer's contract). 

'''Starting/Ending Date:'''  Enter the start and ending date of the promotion/sale.
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Customer Pricing
