Welcome Guest, you are in: <root>AFIweb • Login

Page History: Customer Pricing

Compare Page Revisions

22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0 Current 22 21 20 19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0

« Older Revision - Back to Page History - Newer Revision »

Page Revision: Wed, 03 Jul 2019 13:21

Table of Contents [Hide/Show]    General Information       Setting Up a Price for a Specific Customer       Setting Up a New Customer Group       Fields/Filters

General Information¶

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

Screen Name PRICEGROUP

Customer Pricing Screen

FunctionThe 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:

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

•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.)


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


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

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

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


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.