Creating Customer Exception Pricing

Customer exceptions allow users to create customer-specific pricing for parts in a manufacturer price list. There are several ways to apply customer exceptions:

• Manually using the Reprice Tool in a bid or simple project after creating the bill of material.
• Automatically after a winning customer is selected in a bid or simple project before creating the bill of material.
• Automatically when creating daily quote.
• Automatically when creating an order from scratch.

This article will explain how to create customer exceptions in a manufacturer price list.

Requirements:

• User must have Read access to Manufacturers.
• User must have Admin access to PLU.

1. Navigate to the Manufacturers page, then select the Pricing page from the drop-down list.

2. Select a manufacturer to view its product series and price lists.

3. Double-click on an existing price list to edit it. Learn how to create a price list.

4. The Price List Editor will open.

5. Click the Customer Exceptions tab.

6. Enter information as needed. 

• Part- the catalog number for the part. This part must exist in the Price List tab.
• Customer- the customer to which the exception applies. Learn how to create a customer.
• Cost- the cost of the part if resell.
• Price- the sell price of the part.
• Commission- the commission rate for the part.
• MFGQuote- the quote number provided by the manufacturer. This is not required.
• Effective End- the future end date for the special pricing. This field defaults to today's date.

7. Click Save and close.