Customer-Specific Pricing |
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About Customer Pricing
Customer-Specific pricing allows you to set specialized pricing for a particular customer. This table will pre-define the price for this customer in the invoicing system, so that employees need not be concerned about any discounts or price drops needed to be made manually. You can easily set an override price or pricing discount based on an individual item, category, or department. This assigned price can be temporary or permanent for the selected customer.
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Related Topics
2.7 How to Use Lists
5.1 Customers
11.1 Supertrack Inventory
| 1) | Select the Customer Pricing Menu option. |
| 2) | Enter a New customer pricing plan or Edit an existing plan. |
Field by Field Help - Customer Pricing screen
Account Number
Enter or select the account number of the customer that will receive special pricing.
Price Method
Choose the method by which this customer's prices are to be calculated:
| Fixed Price | Choose this if a set amount is desired for the price, then fill in that price in the Amount box. |
| Discount Percent from List | Choose this option to reduce the price level by a set percentage amount (e.g. 10% off regular price). Enter the discount percentage in the field provided. |
| Markup Over Last Cost | Choose this option to set the price level price to a fixed markup percentage over the last cost for the item. Enter the markup percentage in the field provided. |
| Markup Over Average Cost | Choose this option to set the price level price to a fixed markup percentage over the average cost for the item. Enter the markup percentage in the field provided. |
| Fixed Amount over Last Cost | Choose this option to set the price level price to a fixed markup amount over the last cost for the item. Enter the markup amount in the field provided. |
| Fixed Amount over Average Cost | Choose this option to set the price level price to a fixed markup amount over the average cost for the item. Enter the markup amount in the field provided. |
| Price Level 1-8 | Choose this option to set the price level price to a fixed amount. Enter the amount in the field provided. |
Discount Type
Choose which items will qualify for a discount.
| By Item | Choose this option if the discount is to apply to a single item, or if each item will have a different discount. Multiple discount records of this type may be added. Enter the item in the field provided. |
| By Category | Choose this option if the discount is to apply to a single category, or if each category will have a different discount. Multiple discount records of this type may be added. Enter the category in the field provided. |
| By Department | Choose this option if the discount is to apply to a single department, or if each department will have a different discount. Multiple discount records of this type may be added. Enter the department in the field provided. |
Starting Date
Enter the effective starting date for this pricing. If blank, the pricing will be effective immediately.
Ending Date
Enter the effective ending date for this pricing. If blank, the pricing will be effective permanently.
| Q01. | Can customer pricing be set up for all customers? |
| A01. | It is possible, but not recommended. This customer pricing list must be read each time an invoice is made so the program will know if any adjustments need to be made at the time of the invoice. Placing information in on each customer could cause lag time when this table is being read, thus we do not recommend that pricing be done in this table for every customer. It is suggested that the pricing be done in other ways, such as price levels. |
| Q02. | What if our company wants customer pricing to go on forever? |
| A02. | If a customer pricing record is to last forever, simply do not enter an end date. |
| Q03. | Can more than one customer pricing record be entered for each customer? |
| A03. | There is no limit to the number of customer pricing records per customer. |
| Q04. | I don't see my question here. Where else can I get information? |
| A04. | Visit our website's Technical Support section. |
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