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Use customer price groups to automate pricing structures across individuals or groups of customers.
This is ideal for the following:
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Employee pricing: Create a customer record for each employee, create a sales order, invoice the order, and then take payment from the employee for the invoice.
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Tiered customer pricing, wholesale pricing, and Point Reward Awarded level pricing.
Step by Step:
1. Name the customer price group
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Go to Administration > Inventory > Pricing > Customer Price Groups.
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Click Add. The New Price Group screen appears.
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Enter the name of the customer price group - for example, "Cost + 0%".
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Click OK. The Profile tab appears.
2. Complete the Profile tab
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Name: The name of the price group will displayed in the Customer Price Groups Search screen and in the pricing screen for each customer the price group applies to (Customer > Other Options > Pricing).
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Effective, Expires, and Never Expires: You may want to make this pricing group begin and end at a certain time. For example, if this a yearly pricing structure then you may enter the effective date as 01/01/2013 and the Expires date as 12/31/2013. Keep in mind that this functionality allows you to create price groups that are effective in the future.
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Is For Points Reward: Check the box “Is for Points Reward” if you only want this price group to be used in conjunction with a Points Program setup to place customers in a Price Group at Program End.
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Active/Inactive: Check the box to make the pricing Active. You may want to consider marking your Customer Price Group as “Inactive” until you are finished building the pricing.
3. Add price details
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Click Add. The Price Group Detail screen appears.
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Complete the Profile tab - Name, Effective, and Expires or Never Expires.
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Quantity - Enter the minimum and maximum.
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Pricing Type - You can only choose one pricing type per group of filters but keep in mind that you can add as many groups of filters as you’d like to the Customer Price Group you’re creating.
a. Price Override
b. Fixed Price: Enter the fixed price dollar amount a customer in the price group will receive for any item the price group applies to.
c. Retail Margin: Enter the retail margin percentage a customer in the price group will receive for any item the price group applies to. If an items’ cost is $40 dollars and you enter the retail margin as 60%, the extended price calculated for customers in this price group will be$100.
d. Percent Discount: Enter the discount percentage that should be applied to items be applied to items the price group applies to. If the item’s retail price is $100 and you enter 10% in the price group percent discount, the extended price calculated for customers in this price group will be $90.
e. Cost Plus Based Price: Enter the percent markup on the default vendor cost that should be applied to items the price group applies to.If the item’s default vendor cost is $40 and you enter 10% in the cost plus pricing option, the extended price calculated for the customer in this price group will be $44.
f. Use Item’s Discount Level: Select the appropriate Item Discount Level from the drop-down. Item discount levels are controlled by Item Discount Groups under Administration>Inventory>General Setup>Item Discount Groups. To view a specific item’s discount level structure, go to the item’s Pricing screen and click Show Discount Pricing Structure.
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Select a specific store from the Stores list if you wish to filter on Store. If the Price Details group you’re adding applies to all stores, simply leave all Stores unchecked.
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Choose a specific transaction type if you want to filter by transaction type. For example, you are creating a customer price group for your VIP Maintenance Customers, you would want to check ONLY the box for Applies to Maintenance Contracts.
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Select a specific Vendor from the list if you wish to filter on Vendors. Otherwise, leave all vendors unchecked if you don’t wish to filter on Vendor.
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Select a specific Manufacturer from the list if you wish to filter on Manufacturers. Otherwise, leave all Manufacturers unchecked if you don’t wish to filter on Manufacturer.
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On the Product Lines tab, you can select a specific Parent Product Line or Sub department to filter your price details group.
a. Product Lines: Select a specific Product Line if you wish to filter on Product lines, otherwise leave all unchecked to ignore Product Lines.
b. Sub-department: Click Add Department. Browse the inventory tree to select the Sub-department you wish to filter on. Select the sub-department and click Select. Otherwise, don’t add any sub-departments to ignore sub-departments.
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On the Items tab, you can filter on Item Types or a specific item.
a. Item Types: Select one or more Item Types to filter on, otherwise leave all Item Types unchecked to ignore Item Types.
b. Items: Click the browse button or type in an item code to filter this price group on one or more individual items.
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On the Customers tab, you can filter on one or more Customers Types or specific customers.
a. Customers: Click Add Customer and use the Customer Search screen to locate a customer to filter on. You can add as many individual customers as you’d like.
Note: When you are choosing a customer the thing to know is that if you choose a specific customer(s) do NOT check any of the boxes under the Customer Type. Checking a Customer type means that all customers that are associated with that type will receive the discount as well as the customer selected in the Add Customer Section.
b. Customer Types: Select one or more Customer Types to filter on, otherwise leave all Customer Types unchecked to ignore Customer Types. For example, if you are setting up a Price Group for your VIP Maintenance Customers, you may want to filter the Price Group on your VIP Customer Type.