Customer Pricing
Use the Customer Pricing screen to view customer pricing, create a customer pricing record, and view price inquiries.
The system uses configured Customer Pricing Records to find the best price, or a special price, for that customer, when an IntelliDealer user adds a part to an invoice and/or a requisition. Expired records are purged after at least 31 days, depending on when you run your Accounts Receivable month end and subsequent full database reorganize.
To open the Customer Pricing screen, navigate to Product Support > Parts > Customer Pricing.
Customer Pricing records are only recognized by the system if the Utilize Parts Customer Discount Pricing field is enabled on the System Settings - Location screen. If the Your Savings field is also activated, invoices created for customers with a pricing record will include a "Your Savings" line, displaying the total sales price reduction that was applied.
Screen Description
The sorting options on the Customer Pricing screen are:
| Sort by | |
|---|---|
| Field | Description |
| Customer Number | Sort the search results by customer number. |
| Location | Sort the search results by location. |
| Vendor | Sort the search results by vendor number. |
| Source | Sort the search results by source code. |
| Class | Sort the search results by class code. |
| Type | Sort the search results by type code. |
The search fields on the Customer Pricing screen are:
| Search by | |
|---|---|
| Field | Description |
| Select Customer/Group | Search for customer pricing by entering a customer/group. |
| Select Part Number | Search for customer pricing by entering a part number. |
| Select Vendor Number | Search for customer pricing by entering a vendor number. |
| Select Source | Search for customer pricing by entering a source code. |
| Select Class | Search for customer pricing by entering a class code. |
| Select Type | Search for customer pricing by entering a type code. |
| Select Location | Search for customer pricing by entering a location. |
The fields on the Customer Pricing screen are:
| Field | Description |
|---|---|
| Customer/Group |
Enter a specific customer. Or enter a group name used to identify a group of customers that this pricing applies to. This is a free text field and it is your responsibility to ensure that the group name entered here matches the Group Name entered elsewhere in the system, such as customer profile , service agreements, work orders, and so on. |
| Location | The location where the customer pricing is located or all locations. |
| Vendor | The vendor number associated with the customer pricing or all vendor numbers. |
| Source | The source code or all source codes. |
| Class | Applies the customer pricing to parts with a specific class code or parts with all class codes. |
| Type | Applies the customer pricing to parts with a type code or parts with all type codes. |
| Part Number | The number of the part that is affected by the customer pricing. |
| Comment | Any comments associated with the customer pricing. |
When you move the cursor over a customer/group on the Customer/Group field, a popup menu appears with these options:
-
Edit—to edit a customer pricing.
-
Copy —to copy a customer pricing.
Click the Need to create a new customer pricing record? Click here to add link to open the Customer Pricing Record screen and add a new customer pricing record.
Click the Price Inquiry link to open the Customer Parts Pricing Inquiry screen.
Click the Customer Pricing Import link to open the Customer Pricing Import screen and import a CSV file updating customer pricing records (customer special pricing).