Creating Customer Exception Pricing

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.