Description
This document explains how Special Pricing Schedules are created for customer groups.
To set pricing for a GROUP of customers, the WMS uses the Customer Card IDENTIFIER.
It is recommended that the first 10 - 15 Identifiers be reserved for Customer Groups. Any specials applied to these GROUPS will be used to all customers with the same IDENTIFIER in their Card Details setting.
Special Pricing by Group works in conjunction with the other special pricing strategies support in WMS - for example, BRAND, ITEM, etc.
The WMS will attempt to return the best price based on whichever strategy returns the lowest price.
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Go to Options > Preferences > Sales setting > Turn ON "Always use Item Special Price if available". When this option is ON, Best price is ignored and the priority is individual Customer in special pricing then Group pricing.
For examples: If "Always use Item Special Price if available" is ON, the customer sales will be charged $1000.00 |
Detail Steps
Step 1: Customer Group A Card must be created.
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Step 2: It is required that the Card Identification be set as the Group Name and the IDENTIFIER selected with a customised label.
In the exact formatting of "*GROUPA" "*GROUPB" "*GROUPC". The asterisk is compulsory.
Step 3: Set the Customer Group Identifier as shown.
Step 4: Make sure the Customers are added to the group by selecting the identifier as per the group name - in this example Group A.
Step 5: Create the SPS for the CUSTOMER GROUP using the customer group card following the standard MULTI or PER ITEM Item Sale Quote setup procedure.
Step 6: Detailed (Maintenance) Replication must be completed before Special Pricing schedules activate within the WMS.
Note Datapel does not recommend amending the Special Price Quotes #Phone1 field in MYOB, which might affect reporting information. Please consult your form/report developer before amending any information. |
Related Information
This feature requires the optional Special Pricing module for WMS.