Customer Pricing Record

The Customer Pricing Record screen allows you to set parameters for a new customer pricing record, edit existing customer pricing records or copy a new customer pricing record.

Customer Pricing records are only recognized by the system if the Utilize Parts Customer Discount Pricing field is enabled on the System Settings - Locationscreen. 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 discount that was applied.

For each field, you must have either a value in the left side, or tick a box on the right. If no source is entered on the left side, then you must select or All on the right.

To open the Customer Pricing Record screen, hover over a Customer/Group name on the Customer Pricing screen and select View/Edit or Copy from the pop up menu.

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Click the Need to create a new customer pricing record? Click here to add link.

Note:  The following fields and buttons may change depending on the method you use to access the Customer Pricing screen.

The fields on the Customer Pricing Record screen are:

Field	Description
Location/All Locations	Applies the selected customer pricing record to a single branch location or all branch locations.
Customer/Group/All Customers/Groups	Applies the selected customer pricing record to a single customer or group, or all customers and groups.
Vendor/All Vendors	Applies the selected customer pricing record to a single vendor or all vendors.
Source/All Sources	Applies the selected customer pricing record to a single source code or all source codes. Source of supply codes are applied to parts to separate them into different categories within each vendor.
Class/All Classes	Applies the selected customer pricing record to a single class or all classes.
Type/All Types	Applies the selected customer pricing record to a single part type or all part types.
Part Number/All Parts	The number of the part being priced or select all parts to apply the customer pricing record to all valid part numbers within the system.
Pricing Code	The pricing code for the customer pricing.
Quantity	Part quantities are entered here. Price breaks based on quantity purchased can also be configured under the Counter Sales Quantity Breaks rows. Up to 7 breaks can be loaded but the last break must be '99999'. Note:  Price breaks only work with the Applies To: Counter row.
Percentage/Price	The pricing percentage or the price the part should be sold for.
Start Date	The day the customer pricing starts.
End Date	The day the customer pricing ends.
Applies To	Allows you to select whether the pricing record applies to Shop sales, Counter sales, or Both.
Comment	Used for notes regarding the pricing.
Special Price	Indicates a part pricing record that should be used regardless of whether the price calculates as higher or lower than any other pricing prices (or existing part price levels).
Program ID	Identifies the record as part of a group of common customer part pricing programs.

Use these buttons to complete your work on the Customer Pricing Record screen:

Button	Function
Save	Saves changes made on the Customer Pricing Record screen.
Delete	Allows you to delete the selected customer pricing record from the system. This field only appears when accessing the Customer Pricing screen by moving the cursor over a customer and selecting either View/Edit from the pop-up list.
Close	Closes the Customer Pricing Record screen without saving and returns to the Customer Pricing screen.

Data Source: PARTDISC

Security: Product Support - Parts Customer Pricing

Revision: 2024.02