Setting Item Prices - Customer Pricing

From the Tools menu, select Lists and Codes to open the Lists and Codes window.

In the Select a List or Code type field, use the drop-down menu to select Item Categories.

For each category you want to make eligible for customer pricing, do the following:

Double-click on the category eligible for customer pricing to open the Edit Item Category window.
Note: You may only want to enable customer pricing for supply items.

Check the Use Customer Pricing checkbox.

Click [OK] to make the item category eligible for customer pricing.
Note: If you change the Use Customer Pricing setting for an item category, the change will not take effect for a customer until you close and re-open e-automate.

On the e-automate toolbar, click [Customers] to open the Customers window.

Do the following for each customer you want to make eligible for customer pricing:

Double-click on the customer to open the Edit Customer window.

Click the Billing tab to bring it forward.

Check the Use Customer Pricing checkbox.

Click [OK] to save the record with this change.
Note: If you change the Use Customer Pricing setting for a customer, the change will not take effect for the customer until you close and re-open e-automate.

On the e-automate toolbar, click [Customers] to open the Customers window.

Do the following for each customer for whom you want to set customer pricing:

Select from the list the customer for whom you want to set up special pricing.

On the Customers list window, click [Prices] to open the Customer Prices window.
Note: If the system displays a "You must first enable at least one item category..." message, see the "Indicating an Item Category Is Eligible for Customer Pricing" section of this topic.  If the system displays a "Customer pricing is not enabled..." message, see the "Indicating a Customer Is Eligible for Customer Pricing" section of this topic.

Do any of the following:

To add new customer pricing information, do the following:

In the Item field, use the lookup icon to select the inventory item to be given a special customer price.

In the Min. Quantity field, enter the minimum quantity the selected customer must purchase to secure the price.

In the Price field, enter the price for the specific customer.

To make this special pricing available for a limited time only, do the following:

In the Start date field, check the box to enable the start date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different start date to indicate the date on which this customer will first be able to purchase this item at this price.

In the End date field, check the box to enable the end date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different end date to indicate the date on which this customer will last be able to purchase this item at this price.

Click [QuickAdd] to add this customer pricing information to the list.

To record additional customer pricing information, repeat Steps i through v.
Note: You can add the same item several times with different quantities for quantity discount pricing.

To update existing customer pricing information, do the following:

Select from the list the customer pricing row to update.

In the Item field, make no change to keep the currently selected item or use the drop-down menu to select a different item.

In the Min. Quantity field, make no change to keep the current minimum quantity or enter the minimum quantity the selected customer must purchase to secure the price.

In the Price field, make no change to keep the specified price or enter the new price for the specific customer.

To change the date range if any during which to make this special pricing available for the customer, do the following:

In the Start date field, check the box to enable the start date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different start date to indicate the date on which this customer will first be able to purchase this item at this price. If this pricing information is not to be limited based on start date, uncheck the box in the Start date field.

In the End date field, check the box to enable the end date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different end date to indicate the date on which this customer will last be able to purchase this item at this price. If this pricing information is not to be limited based on end date, uncheck the box in the End date field.

Click [Update] to update this customer pricing information in the list.

To remove existing customer pricing information, do the following:

Select from the list the customer pricing row to remove.

Click [Remove] to remove this customer pricing information in the list.

Click [OK] to save the special pricing defined for this customer and to close the Customer Prices window.

From the Sales menu, select Sales Orders to open the Sales Orders window.

Click [New] to open the New Sales Order window.

In the Customer field, enter a customer for whom customer pricing is enabled. For information on enabling customer pricing, see the "Indicating a Customer Is Eligible for Customer Pricing" section of this topic.

On the Items tab, click the [Add...] button to open the Add Sale Order Item window.

In the Item number field, enter the drop-down menu to select the item you want to add to the order.
Note: When you select the Item number, the system displays one of the following icons to the right of the Price field:

The system displays this icon if the selected item number is not eligible for customer pricing based on the item's Item Category record and the customer is not eligible for customer pricing based on the customer's Customer record.
Note: For information on making an item category eligible for customer pricing, see the "Indicating an Item Category Is Eligible for Customer Pricing" section of this topic. For information on making a customer eligible for customer pricing, see the "Indicating a Customer Is Eligible for Customer Pricing" section of this topic.

The system displays this icon (with a checkbox) if the selected item number is eligible for customer pricing based on the item's Item Category record or the customer is eligible for customer pricing based on the customer's Customer record.

Do any of the following:

To view information about how the currently displayed price is calculated, hover over the icon displayed to the right of the Price field.  The system displays the following Computed Price Information:

Price Source: The source the system is using to calculate the price displayed by default in the Price field.

Computed Information: The price the system computed for this item based on the Price Source and then displayed by default in the Price field.

Customer Price Level: The Price level set for the customer on the Billing tab in the Customer record.

Customer Pricing (Customer): The system displays Enabled if the Use customer pricing checkbox is checked for this customer on the Billing tab of the customer's Customer record. The system displays Disabled if the Use customer pricing checkbox is not checked in the customer's Customer record.

Customer Pricing (Item): The system displays Enabled if the Use customer pricing checkbox is checked in this item's Item Category record. The system displays Disabled if the Use customer pricing checkbox is not checked in this item's Item Category record.

Computed Price Level: The system-determined Price level defined on the Prices tab of this item's Item record that applies to this item for this customer unless overridden.
Note: The system does not display Computed Price Level information if a custom price is defined for this customer.

To view and enter customer pricing for this customer using the Customer Prices window, do the following:

Click the icon to the right of the Price field and select View customer prices to open the Customer Prices window.
Note: If the system displays a "You must first enable at least one item category..." message, see the "Indicating an Item Category Is Eligible for Customer Pricing" section of this topic.  If the system displays a "Customer pricing is not enabled..." message, see the "Indicating a Customer Is Eligible for Customer Pricing" section of this topic.

Do any of the following:

To add new customer pricing information, do the following:

In the Item field, use the lookup icon to select the inventory item to be given a special customer price.

In the Min. Quantity field, enter the minimum quantity the selected customer must purchase to secure the price.

In the Price field, enter the price for the specific customer.

To make this special pricing available for a limited time only, do the following:

In the Start date field, check the box to enable the start date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different start date to indicate the date on which this customer will first be able to purchase this item at this price.

In the End date field, check the box to enable the end date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different end date to indicate the date on which this customer will last be able to purchase this item at this price.

Click [QuickAdd] to add this customer pricing information to the list.

To record additional customer pricing information, repeat Steps i through v.
Note: You can add the same item several times with different quantities for quantity discount pricing.

To update existing customer pricing information, do the following:

Select from the list the customer pricing row to update.

In the Item field, make no change to keep the currently selected item or use the drop-down menu to select a different item.

In the Min. Quantity field, make no change to keep the current minimum quantity or enter the minimum quantity the selected customer must purchase to secure the price.

In the Price field, make no change to keep the specified price or enter the new price for the specific customer.

To change the date range if any during which to make this special pricing available for the customer, do the following:

In the Start date field, check the box to enable the start date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different start date to indicate the date on which this customer will first be able to purchase this item at this price. If this pricing information is not to be limited based on start date, uncheck the box in the Start date field.

In the End date field, check the box to enable the end date.  The system defaults to the current date. Make no change to use this date, or use the calendar to select a different end date to indicate the date on which this customer will last be able to purchase this item at this price. If this pricing information is not to be limited based on end date, uncheck the box in the End date field.

Click [Update] to update this customer pricing information in the list.

To remove existing customer pricing information, do the following:

Select from the list the customer pricing row to remove.

Click [Remove] to remove this customer pricing information in the list.

Click [OK] to save the special pricing defined for this customer and to close the Customer Prices window.
Note: Any customer pricing changes you made do not take effect until you close and re-open the Add Sales Order Item window. If you want a pricing change to take effect on this line immediately, enter the applicable price in the Price field.

To view item prices, do the following:

Click the Price field icon's drop-down menu and select View item prices. The system displays the Item Prices window, showing the price levels defined on the Prices tab of the item's Item record.

When finished viewing the item prices, click [Close] to close the Item Prices window.

To edit the item's item record, click the Price field icon's drop-down menu and select Edit item. The system displays the Edit Inventory Item window for the selected item. For more information on editing an item's item record, see the applicable topic in the "Creating Items..." topic in the online help's Inventory > Functional book.

To view the item's item record, do the following:

Click the Price field icon's drop-down menu and select View item. The system displays the View Inventory Item window for the selected item.

When finished viewing the Item record, click [Close] to close the View Inventory Item window.

To edit the customer's Customer record, click the Price field icon's drop-down menu and select Edit customer. The system displays the Edit Customer window for the selected customer. For more information, see the Creating Customers topic.

To view the customer's Customer record, do the following:

Click the Price field icon's drop-down menu and select View customer. The system displays the View Customer window for the selected customer.

When finished viewing the Customer record, click [Cancel] to close the View Customer window.

To enter a one-time price without updating existing customer pricing, enter the applicable price in the Price field.

To add or update existing customer pricing using the Price field when the icon (with a checkbox) is displayed, do the following:

In the Price field, enter the new price for this item for this customer.

Check the   icon's checkbox, or click the icon's drop-down menu and select Update price on customer price list. The system changes the icon to . When the order is saved, the system updates the customer pricing in the customer's Customer record.

Enter additional information as appropriate for adding the item to the sales order and completing the sales order. For more information, see the Creating Supply Sales Orders topic.