Customer Pricing - Revision history

Mwillard at 19:38, 9 January 2023

2023-01-09T19:38:05Z

Mwillard at 19:26, 9 January 2023

2023-01-09T19:26:48Z

Tcampbell at 14:43, 28 December 2022

2022-12-28T14:43:08Z

DavidT at 20:25, 18 January 2022

2022-01-18T20:25:56Z

DavidT at 20:23, 18 January 2022

2022-01-18T20:23:58Z

DavidT at 20:20, 18 January 2022

2022-01-18T20:20:53Z

DavidT at 20:15, 18 January 2022

2022-01-18T20:15:49Z

DavidT at 20:12, 18 January 2022

2022-01-18T20:12:26Z

DavidT: DavidT moved page Customerpricing to Customer Pricing

2022-01-18T20:10:55Z

DavidT moved page Customerpricing to Customer Pricing

DavidT: Created page with " ===General Information=== '''Default Menu Location''' Maintain >> Item Control >> Customer Pricing '''Screen Name''' PRICEGROUP [imageauto|Customer Pricing Screen|{UP}/cus..."

2022-01-18T20:10:38Z

Created page with " ===General Information=== '''Default Menu Location''' Maintain >> Item Control >> Customer Pricing '''Screen Name''' PRICEGROUP [imageauto|Customer Pricing Screen|{UP}/cus..."

New page

===General Information===

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

'''Screen Name''' PRICEGROUP

[imageauto|Customer Pricing Screen|{UP}/customerpricingscreenthumb.png|^{UP}/customerpricingscreen.png]

'''Function'''The ''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.)

[imageauto||{UP(Maintain Pricing )}Price_Group.png]

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

[imageauto||{UP(Maintain Pricing )}Sold_To.png]

'''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

[imageauto||{UP(Maintain Pricing )}group_to_group.png]

'''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.

@@ Line 17: / Line 17: @@
 '''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:
-* &bull;GG>Ent-Grp:    Customer and Item Price Group
+* GG >> Grp-Grp: Pricing for a customer group based on the item group
-* &bull;EI>Ent-Item:     Customer and Item
+* GI >> Grp-Item: Pricing based on the customer group based on a specific 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 2:'''  Depending on the pricing matrix selected, enter wither the Customer's Price Group or Name 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.

@@ Line 16: / Line 16: @@
 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:
+'''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:
+* &bull;GG>Ent-Grp:    Customer and Item Price Group
-          &bull;GG>Ent-Grp:    Customer and Item Price Group
+* &bull;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.

← Older revision		Revision as of 14:43, 28 December 2022
Line 1:		Line 1:
−		+	__NOTOC__
	===General Information===		===General Information===

@@ Line 42: / Line 42: @@
-'''STEP 3:'''In the Filter section on the bottom half of the screen, select one of the following:
+'''STEP 3:'''In the Setup section on the left of the screen, select one of the following:
            &bull;GG>Grp-Grp:   Customer Pricing Code and Item Price Group
@@ Line 48: / Line 48: @@
            &bull;GG>Grp-Item:  Customer Pricing Code and Item
-[imageauto||{UP(Maintain Pricing )}group_to_group.png]
 '''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.

← Older revision		Revision as of 20:20, 18 January 2022
Line 38:		Line 38:
	'''STEP 2:''' Link the Sold To record to the new pricing group for the desired customers.		'''STEP 2:''' Link the Sold To record to the new pricing group for the desired customers.

−	[~~imageauto\|\|{UP(Maintain Pricing )}Sold_To~~.png]	+
		+	[[File:Customer_pricing_sold_to.png]]

@@ Line 54: / Line 54: @@
 '''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 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.

@@ Line 34: / Line 34: @@
 '''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.)
-[imageauto||{UP(Maintain Pricing )}Price_Group.png]
+[[File:Customer_Price_Rule.png]]
 '''STEP 2:''' Link the Sold To record to the new pricing group for the desired customers.

@@ Line 6: / Line 6: @@
 '''Screen Name''' PRICEGROUP
-[imageauto|Customer Pricing Screen|{UP}/customerpricingscreenthumb.png|^{UP}/customerpricingscreen.png]
+[[File:Customer_Pricing.png]]
 '''Function'''The ''Maintain Pricing'' screen is used to create and maintain item pricing rules.

← Older revision	Revision as of 20:10, 18 January 2022
(No difference)