This documents explains how Special Pricing Schedules are created for customer groups.
WMS Professional/Enterprise Edition products support Special Pricing By Customer By Item. In order to set pricing for a GROUP of customers the WMS uses the Customer Card IDENTIFIER.
It is recommended that the first 10 - 15 Identifiers are reserved for Customer Groups.
Any specials applied to these GROUPS will be applied 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 by BRAND, by ITEM etc. The WMS will attempt to return the best price based on which ever strategy returns the lowest price.
1: A Customer Group Card must be created.
The Card must be of type CUSTOMER and must start with *CustomerGroup to be recognised by the WMS SPS module.
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 compulsary.
3: Set the Customer Group Identifier as shown.
4: Make sure the Customers are added to the group by selecting the identifier as per the group name - in this example Group A.
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.
6: A Maintenance Replicate must be done prior to Special Pricing schedules activating within the WMS.
NOTE: Datapel do not recommend to amend Special Price Quotes #Phone1 field in MYOB as this might affect reporting information. Please consult your form/report developer before amending any information.
This feature requires the optional Special Pricing module for WMS.