Assigning Pricing by Customer Price Class

Customers who buy a broad range of products may require more than one customer price class assignment. You can give different discounts to customers based on the types of products they most often buy. When you assign a customer a price class, you can set up pricing matrix cells for this customer according to the price class rating.

For example, a customer has earned a class 1 rating through sales of electrical supplies, but if class had been rated through sales of wire, the customer would have a class 4 rating. If this customer retains a class 1 rating while buying wire, the discounts remain the same for wire and electrical supplies for this customer.

Setting the price class/product matrix type feature changes the pricing hierarchy as follows:

Normally, the hierarchy is set in order of: ship-to branch-specific price class overrides, and then ship-to default price class overrides.
Pairing the customer price class with a product matrix type in Customer Maintenance sets the hierarchy as: ship-to branch-specific price class overrides, and next ship-to price class, and then ship-to default price class overrides.

To assign pricing by customer price class:

From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter a customer ID to display the customer record.
Use the Pricing hot key to display the Customer Pricing/Printing screen.
Use the Prc Class Ovrd hot key to display the Price Class Override screen.
In the Matrix Type field, enter the product matrix type for the discount.

Note: Product matrix types are defined in the Valid Product Matrix Types control maintenance record, and each product is assigned a matrix type on the Product Price Maintenance screen.

In the Prc Class field, enter the customer price class for the discount. Correct discounts are applied when this price class and its corresponding product matrix type defined in Product Maintenance.

Note: Set up and assign price class ratings in the Valid Customer Price Classes control maintenance record, and assign default customer price classes on the Customer Pricing/Printing screen.

Press Esc to save your changes and return to the Customer Pricing/Printing screen.

To disable the product matrix type functionality:

From the System > System Files menu, select Control Maintenance to display the Control Maintenance screen.

In the Keyword field, enter Valid Product Matrix Types, and press Enter to display the Prod Matrix Types screen.
Delete all entries on this screen.
From the Reports menu, select Report Writer to display the Report Writer/Mass Load Design screen.
Replace the entry in the Matrix Type field in all product records by mass loading a null entry for that field.

Note: Product matrix types are defined in the Valid Product Matrix Types control maintenance record, and each product is assigned a matrix type on the Product Price Maintenance screen.

Replace the entry in the Prc Class field on the Customer Prc Class Ovrd screen in all customer records by mass loading a null entry for that field.

Note: Set up and assign price class ratings in the Valid Customer Price Classes control maintenance record, and assign default customer price classes on the Customer Pricing/Printing screen.