Customer Structured Pricing Tab

For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see Customer Other Actions Menu.

The Structured Pricing tab displays Price Lists the selected Customer is entitled to. Price Lists must be setup before they can be added to a customer's record. Price Lists may be based upon linking:

  • An individual Customer with a specific Stock Item (priority 1: this price will override all other prices unless the system is configured to always use lowest price)
  • All Customers having the same Classification with a specific Stock Item (priority 2)
  • An individual Customer with all items identified by a common Stock Type (priority 3)
  • All Customers having the same Classification with a common Stock Type (priority 4)

The Structured Pricing tab contains the following areas and sub-tabs:

  • Price Lists Assignments
  • Prices (Customer) sub-tab
  • Prices (Customer Classification) sub-tab

Price List Assignments

Price List Assignments consists of the following:

  • Price List Selection: displays the available price lists.
  • BtnGreenDownArrow.jpg: used to add the selected price list to the current customer.
  • BtnPLDownArrow.jpg: used to remove the selected price list.
  • Price List grid: displays the price lists the customer is entitled to.

Notes:

  1. A customer can belong to one or more different price lists, see How To: Add an Existing Price List to a Customer.
  2. When a customer belongs to more than one price list and the same product exists in multiple lists at different prices, the system will simply use the lowest price. Price lists are based on customer classifications.
  3. Pressing the print button whilst on this tab opens the Price List Report Dialog for configuring and creating price list reports, see How To: Create a Price List Report.

Prices (Customer)

The Prices (Customer) sub tab displays all the special prices that have been set up for the current customer. It is read-only and is used in conjunction with the Prices (Customer Classification) sub tab.

The Prices (Customer) sub tab consists of two grids:

  • Customer / Stock Item (Priority 1)
  • Customer / Stock Types (Priority 3)

Customer / Stock Item (Priority 1) Grid

  • Stock Code: stock item's code.
  • Stock Description: stock item's description.
  • PRICE: read only field displaying calculated price from other fields.
  • Quantity Break Bands: sets the pricing to only take effect when the order quantities are within a certain range (by default set between 1 and 999) using:
    • Low: the low quantity break band.
    • High: the high quantity break band.
  • Discount
    • Amount: the set price list price to be used.
    • %: discount percentage to be applied to item.
  • List Price: sell Price automatically populated by system from the sell price held against the stock item in the [ Stock | Detail | Properties ] screen.
  • Markup%: percentage increase to add to the buy price.
  • Buy Price: buy price automatically populated by system from the buy price held against the stock item in the [ Stock | Detail | Properties ] screen.
  • SO Line: when ticked, the quantities qualifying for price breaks will be calculated on a line by line basis and will not be 'rolled up' if the same item is added to more than one line on the sales order.

Customer / Stock Types (Priority 3) Grid

  • Stock Type: Level 2 Stock Type.
  • Quantity Break Bands: sets the pricing to only take effect when the order quantities are within a certain range (by default set between 1 and 999) using:
    • Low: the low quantity break band.
    • High: the high quantity break band.
  • Discount
    • Amount: the set price list price to be used.
    • %: discount percentage to be applied to item.

Prices (Customer) Sub-Tab Context Menu

For both grids:

Prices (Customer Classification)

The Prices (Customer Classification) sub tab displays all the special prices that have been set up for the current customer as a result of their Customer Classification. They are set up in set in [ System Data | Company | Company Classes ]. It is read-only and is used in conjunction with the Prices (Customer) sub tab.

The Prices (Customer Classification) sub tab consists of two grids:

  • Classification / Stock Item (Priority 2)
  • Classification / Stock Types (Priority 4)

Classification / Stock Item (Priority 2) Grid

  • Stock Description: stock item's description.
  • Company Class: the Company Class of the currently loaded customer.
  • PRICE: read only field displaying calculated price from other fields.
  • N/G: Denotes whether the prices in this field are net or gross.
  • Quantity Break Bands: sets the pricing to only take effect when the order quantities are within a certain range (by default set between 1 and 999) using:
    • Low: the low quantity break band.
    • High: the high quantity break band.
  • Discount
    • Amount: the set price list price to be used.
    • %: discount percentage to be applied to item.
  • List Price: sell Price automatically populated by system from the sell price held against the stock item in the [ Stock | Detail | Properties ] screen.
  • Mark Up%: percentage increase to add to the buy price.
  • Buy Price: buy price automatically populated by system from the buy price held against the stock item in the [ Stock | Detail | Properties ] screen.
  • Price From Stock Value: when ticked, the customer's price will be equal to the stock item's value.
  • Stock Value: the item's stock value automatically populated by the system from the stock value held against the stock item in the [ Stock | Detail | Properties ] screen.
  • Massaged Markup%: the system calculated percentage markup of profit of the stock item against the base buy price.
  • Massaged Buy Price: an alternative user defined Buy Price that if defined with a Base Markup% can calculate a new price list specific sell price.
  • Fixed Buy Price: the same as a Massaged Buy Price but has priority over the Massaged Buy Price if populated. This could be used, for example, as a temporary price rise or drop and then be removed without overwriting the Massaged Buy Price.
  • Discontinued: indicates discontinued stock items.
  • SO Line: when ticked, the quantities qualifying for price breaks will be calculated on a line by line basis and will not be 'rolled up' if the same item is added to more than one line on the sales order.
  • Start and End Dates: displays any start and end dates applying to the price list selected.

Classification / Stock Types (Priority 4) Grid

  • Stock Type: Level 2 Stock Type.
  • Quantity Break Bands: sets the pricing to only take effect when the order quantities are within a certain range (by default set between 1 and 999) using:
    • Low: the low quantity break band.
    • High: the high quantity break band.
  • Discount
    • Amount: the set price list price to be used.
    • %: discount percentage to be applied to item.

Prices (Customer Classification) Sub-Tab Context Menu

For both grids:


See Also


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