Users can create special pricing for a customer known as Customer Exceptions. This article will explain how to create customer exceptions in a manufacturer price list.
There are several ways in which Customer Exceptions can apply:
- Manually when using the Reprice Tool in a quote
- Automatically when a winning customer is selected before creating the bill of material in a bid
- Automatically when creating daily quote
- Automatically when creating an order
1. Navigate to the Manufacturers page, then select the Pricing page from the drop-down list.
3. Click to open a manufacturer and view its product series and price lists.
4. Double-click an existing price list to edit it.
5. The Price List Editor will open. Click the Customer Exceptions tab.
6. Enter information as needed. Note: it is not required to enter information into every column.
- Part- the catalog number. This part must already exist in the Price List tab.
- Customer- the customer to which the pricing exception applies
- Cost- the cost of the part
- Price- the sell price
- Commission- the commission rate
- MFGQuote- the quote number provided by the MFG
- Effective End- the end date for the special pricing
7. Click Save and Close.
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