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Page History: Customer Special Pricing Help Documentation

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Page Revision: 12/21/2011 09:42 AM

Table of Contents [Hide/Show] Customer Special Pricing    Search for a customer record    Details of Customer Special Pricing       Add a Detail    Edit Customer Special Pricing       Add Details       Delete A Detail

Customer Special Pricing¶

 

This screen is designed to give specific customers pricing that no other customer will receive. The customer's pricing can range from one item to every item in the system. This pricing works inconjunction with the customer's Price Profile.

Customer Special Pricing can be accessed in CDN .Net or CDN .Net Thin Client (Utopia).

CDN .Net:

Customer Special Pricing is a link in the Customer Edit screen.

 

CDN .Net Thin Client (Utopia):

Customer Special Pricing can be found on the Price Profile screen. Select the Customer Pricing button.

Search for a customer record¶

At the top of the Customer Special Pricing screen there are seven search parameters that can be used to find a customer. The more parameters used the more refined the search results. In the example below, the user is searching for a customer whose name starts with 'b&j'.



Once the correct customer is found, select the Edit link next to their record. The Customer Special Pricing Edit screen will appear.

Details of Customer Special Pricing¶

 

The detail records of Customer Special Pricing describe the price of the items that the specific customer will receive. Pricing can be preformed on product groups, manufacturers, product lines or specific items.

The detail lines are heirarchical. The most general is product groups, then manufacturers, product lines and finally items.

Example: Three detail lines exist in a Customer Special Pricing record.

1. Product group A - fixed price of 10 dollars
2. Manufacturer 3M - fixed price 11 dollars
3. Item 1234 - fixed price of 12 dollars.
   

For this example item 1234 is part of product group A and is made by 3M. When item 1234 is entered on a point of sale document for this customer it will be priced at 12 dollars because the item detail line is the most specific.

Note: If the Price Profile or Promotional price is less than the customer special price that will be the price on the point of sale document. Pricing can be confusing. The entire pricing scheme for a particular part and customer combination can be found on the Price Lookup.

Add a Detail¶

Select the Add New button.

 

Edit Customer Special Pricing¶

 

 

Add Details¶

 

 

Delete A Detail¶