Users can use "Sales Price List" to control the Sales Price over the Retail Price Groups / Specific Customer / ALL Customer
Step-by-step guide
1, Use search function to find "Customer Price Groups"
2, Enter Code and Description for the customer price group
3, Select the Customer Price Group then select Navigate =>Sales Prices List for setup sales price for the customer group
Click "New"
| # | Description |
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| 1, Search Sales Price Lists, click "New" to create a new Sales Price List. |
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| 2 |
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| , Fill a line for each combination of condition that will grant a special price for the Customer Group NOTE: Sales Type and Sales Code is prefilled by system (1) List Code & Description (2) Assign to ALL Customer / Customer (need to specific whom) / Customer Price Group (Retail Price Group) (3) From (2), choose the assign-to number (4) Active the Sales Price. If status = "Draft", the price is not activated. (5) Starting Date - specifies the sales price valid start date End Date - specifics the sales price valid end date (6) Turn on this button allows users to enter the starting date ending date, currencies code in Line level. (7) Fill the line level information, such as: Item No. - fill in the item number that has special price for the customer |
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Unit of Measure Code - specifies how each unit of the item required for the special price. Base Unit of measure to be filled by default. |
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Minimum Quantity - specifies the minimum sales quantity is required for the special price. |
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(If use Retail Price Group, must be 0) Unit Price - fill up the special price for the |
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(5) Starting Date - specifies the sales price valid start date
(6) End Date - specifics the sales price valid end date
(7) Active the Sales Price. If status = "Draft", the price is not activated.
5. Assign customer price group to the related customers
- Open the customer card then select the Customer Price Group
6. After Customer Price Group is assigned to the customer, the special price to be shows on the customer card
condition |
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| After assigning and activating the Sales Price List, users can control All type of Sales Price in the Sales Price List. |
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| In the page of Retail Price Group & Customer Card, users can locate the Price List assigned. |
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