Related Information

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.

  • This feature requires the optional Special Pricing module for WMS.

  • Ensure the SPS tag is switched on in Prefs.xml <WMSAsSPSSource>True</WMSAsSPSSource> (done by Datapel Support)

  • Ensure that SPS is also switched on in Preferences (Sales tab) under "Use Special Pricing Schedules (SPS)"

  • Special price uses best price , lowest price.

  • If the same Item involved in two or more SPS setups then if any setup price set to 0 price and/or 0 discount then WMS will default to Base Sell Price. To resolve this issue please amend/delete zero value line or put 100% discount to give for free to re-calculate correct price.

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:
Item Standard price = $800.00
SPS for the customer = $1000.00
SPS for the customer Group = $500.00

If "Always use Item Special Price if available" is ON, the customer sales will be charged $1000.00
If "Always use Item Special Price if available" is OFF, the customer sales will be charged $500.00

Detail Steps

Step 1: Customer Group A Card must be created.

The Card must be of type CUSTOMER and start with *CustomerGroup to be recognised by the WMS SPS module.

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 asterisc 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.

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.