To define customer pricing options:Some pricing options can be set up as customer specific to offer the best customer service and provide the highest profitability for your company.
Doing business with customers from a different country may require you to trade in a currency other than your base currency. You can assign the customer's currency for these customers, so the system can calculate the exchange rates for each transaction.
A price class is a way of classifying customers for pricing purposes. Customers can be assigned several different price classes, depending on what products the customers buy and at which branch they buy them. When you create a new customer record, the system assigns the price class defined in one of the following control maintenance records:
Default Customer Price Class – The system uses the entry in this record if no template is set up.
To change a customer price class for any branch to which the customer has access, you must be assigned the CUSTOMER.MAINT and CUST.PRICING.EDIT authorization keys and have access to those branches.
To define customer pricing options: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.
In the Primary Currency field, do one of the following:
Press F10 and select a currency if this customer's primary currency is not the same as your company's base currency.
Leave this field blank to use your base currency for this customer's transactions.
If a customer is based in a different country, the customer's primary currency does not have to be the currency of that country.
Note: Foreign currencies are defined in the Valid Foreign Currencies control maintenance record. After you define valid currencies, you can establish a base currency for your company using the Base Currency For Exchange Rates control maintenance record, and then create a table of exchange rates for each foreign currency in Exchange Rate Maintenance.
In the Default Price Class field, enter the default price class for this customer.
Price classes are defined in the Valid Customer Price Classes control maintenance record.
In the Percent of Order to Fill Before Automatically Shipping field, enter the percentage of the order that must be on hand before the order can ship.
In the Fill Rate Measurement field, enter one of the following units of measure to use with the percentage in the Percent of Order to Fill Before Automatically Shipping field:
Pieces
Weight
Dollars
Leave the field blank – The system uses the setting in the Percent Of Order To Fill Before Automatically Shipping control maintenance record.
The system rounds up the fill rate for units of measure that cannot be divided, such as with pieces. For example, if the percentage is set to 67 and the order contains 9 pieces, 6.03 pieces are required to meet 67 percent (9 x 0.67 = 6.03). Because you cannot ship a portion of a piece, the system rounds up the fill rate to 7.
In the Pricing Procedure field, press F10 and select the pricing procedure that the system uses for determining prices on this customer's orders.
Note: In the selection screen, the procedure that is preceded by *DEFAULT* is the default procedure set up for your company by IDMS.
Use the following hot keys as needed:
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Hot key |
Description |
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Contracts |
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Email Print Styles |
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Add'l |
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Customer Types |
Assign multiple promotional types to customers to make promotions more available to customers who deal in specific business areas, for example, plumbing and HVAC. |
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Prc Class Ovrd |
Associate a matrix type with a customer price class to base price discounts on customer class. |
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Contract Upload |
Use the Contract Upload program to determine if the system should create cost only overrides or both cost and price overrides for rebates set up for a customer's EDI trading partners. |
Press Esc to save your settings and return to the Customer Maintenance screen.
See Also: