Customer Pricing

General Information

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

Screen Name PRICEGROUP

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 Setup menu on the left side of the screen, use the drop down to 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 Setup section on the left 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 'COSTPLUS' customers receive a 55% discount on items with the ACCESSORY 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.