Use Quote Maintenance to offer limited time, special pricing to customers.
When you create a quote, inform customers of the special pricing. The customer relays the quote name or number to the order writer, who selects the quote during order entry.
The quoted price for a price group or product overrides all other matrix cells in the pricing matrix hierarchy as long as the best price check option is inactive. Normal pricing goes into effect if a quote matrix cell for the product is not found.
Click here to see the Quote Pricing Workflow.
To create a quote:
From the Maintenance > Price Maintenance menu, select Quote Maintenance to display the Quote Maintenance window.
In the Quote Number field, click the New Quotebutton and enter the name of the quote at the prompt.
Note: To display an existing quote, enter the quote ID.
In the Expire Date field, enter the date the quote expires. You cannot select this quote from order entry after the expiration date. This expire date for a quote can be different from the expiration date in the matrix cells for the products or groups.
Note: A quote might expire earlier than this date if you have activated expire quantity on the matrix cell, and the quantity reaches zero.
In the Description field, enter a description of the quote, such as "Sanyo Air Conditioner Special," or customers who benefit from the quote, such as "Plumber Special."
You can use as many as 99 lines of 30 characters each to describe the quote. This description displays with the quote ID in the selection list in the Quote Number field.
Do one of the following:
To make the quote pricing available to all customers save and exit the dialog box.
To restrict the quote pricing to the customers or vendors listed, enter the name of each entity to benefit from the quote in the Customer/Vendor column, and then save your changes and exit the window.
To delete a quote select File >Delete. The system prompts for confirmation.
See Also: