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Page Revision: Wed, 03 Dec 2008 10:51

Maintain ==> Item Control ==> Customer Pricing

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

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 top-right corner of the screen, select which type of pricing matrix you want to create:

•GG>Grp-Grp: Customer Pricing Code and Item Price Group

•GG>Grp-Item: Customer Pricing Code and Item

•GG>Ent-Grp: Customer and Item Price Group

•EI>Ent-Item: Customer and Item

Maintain Pricing - Pricing Matrix

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

Maintain Pricing - 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.