Define Customer Pricing

OBJECTIVE

The Define Customer Pricing function is used to automatically manage discounts granted to customers for a product, type of product, by type of customer or for a specific purchase order, at the time of an order or a sale.

 

PREREQUISITEs

• Customer Management
• Catalogue Management
• Define Item Types
• Define Customer Types
• Configuration

 

SummarY

• Enter a Discount by Product
• Enter a Discount by Product Type
• Enter a Discount by Customer Type
• Enter a Discount by Customer, With or Without a Purchase Order

 

Steps

maestro* > Invoicing > Maintenance > Customers > Define Customer Pricing

 

Enter a Discount by Product

1. Click on Product in the menu on the left.
2. Select a product from the Product tab.

The Product tab in the section on the right specifically identifies the selected product. You can assign the discount to all products by checking the All box.

3. Enter the required information in the Product tab:

These fields are generic fields for all discount types.

Field	Description
Start Date	Start date of the discount period.
End Date	End date of the discount period.
Min. Qty	Minimum quantity required for the sale for the discount to apply.
Disc. Rate*	Discount rate applied to the price. NOTE: If you enter a negative discount rate, the system calculates an increase in the cost of a part entered on a purchase order. The selling price will be suggested in the Invoice Preparation (W/O) option.
Disc. Amt*	Amount of the discount applicable.
Price*	New price in effect. NOTE: The system does not keep a history of previous prices.

The * means that only one of the choices should be used at a time. The discount determined is a rate, discount amount or new price. At discount can be defined for a group of products in the Partial codes section. Simply enter the first characters for the desired codes. Example, 048 to group all codes starting with these three digits.

4. Click Save.

 

Enter a Discount by Product Type

1. Click on Product Type in the menu on the left.
2. Select a product type from the Product Type tab.

The Product Type tab in the section on the right specifically identifies the selected type. You can assign the discount to all product types by checking the All box.

3. Enter the required information in the Product Type tab:

Refer to Section A. 3. for the definition of the fields.

4. Click Save.

 

Enter a Discount by Customer Type

1. Click on Customer Type in the menu on the left.
2. Select a customer type in the Customer Type tab.

The Customer Type tab in the section on the right specifically identifies the selected type. You can assign the discount to all customer types by checking the All box. You can determine a discount f or a product or product type linked to a specific customer type by first selecting a Customer Type and then clicking on Product or Product Type in the menu on the left.

3. Enter the required information in the tab starting with Customer Type:

The name of the tab identifies the various choices.

Field	Description
Product Type	Product type from Define Item Types.
Product Code	Product type from Catalogue Management.

4. Click Save.

 

Enter a Discount by Customer, With or Without a Purchase Order

5. Click on Customer in the menu on the left.

By default, inactive customers are not displayed. If necessary, you can see them by checking the Display Inactive Customers box in the Preferences option, View tab.

6. Select a customer in the Customer tab.

The Customer tab in the section on the right specifically identifies the selected type. You can assign the discount to all customers by checking the All box You can determine a discount for a product linked to a specific purchase order, project, work order or quotation by first selecting a Customer and then clicking on Without Purchase Order or With Purchase Order in the menu on the left. You can also associate this discount to a product or product type using the structure in the same menu.

7. Enter the required information in the tab starting with Customer:

The name of the tab identifies the various choices. The first column differs in function from the choice made in the UP Processing field in Configuration

Field	Description
Purchase Order Project Work Order Number Quotation Number	Number to which the discount applies. NOTE: This column is only available if With Purchase Order is selected in the menu on the left.

8. Click Save.

 

See also

• Customer Order
• Invoice Preparation (W/O)
• Enter a Sale
• Point of Sale
• Ticket Invoicing - Quarry
• Ticket Invoicing - Concrete
• How To - Fuel Surcharge Setup

 

Last modification: December 20, 2024