Building the Customer Size Update File

Run the Customer Size Upload utility to gather data about your customers assigned a Strategic Pricing customer category and their sales activity for a given time frame. The system gathers the information that you can then review and update in the Customer Size and Sensitivity Queue.

Important: If Strategic Pricing Associates provides you a Customer Size and Sensitivity Assignments file, upload that file and view the contents of the file in the Customer Size and Sensitivity Queue, instead of running the Customer Size Upload utility.

Only one customer size build file can exist at a time. If you have an existing file, the system prompts you to purge the previous file before creating a new one.

From the Maintenance > Price Maintenance > Strategic Pricing menu, select Customer Size Build to display the Strategic Pricing Customer Size Build window.
Complete the following information to determine which customer records are included in the created file:

Field	Description
Branch	Enter the branch, branches or territory to include in the file. You can select any branch, not just those enabled for Strategic Pricing. For example, you might choose to exclude a branch that is now closed but that might have sales data from within the period for which you select to build the file.
Start Date and End Date	Enter the first date and the last date for which to sum sales totals. For example, if you want to review the customer sizes based on sales for the first half of the 2009 calendar year, enter 01/01/2009 in the Start Date field and 06/30/2009 in the End Date field. The system looks at all sales in the branch you entered in the Branch field and sums the total amount of sales dollars or quantity based on how you have your customer size thresholds defined. We recommend that you run the build for at least 12 months to determine the correct customer size.
Only Customers with Existing Size	Select this check box to include only customers that have a customer size already assigned. If this check box is deselected, the system selects all customers that have a Strategic Pricingcategory assigned in the customer record.

Do one of the following to create the customer size file:
To run the build immediately - Select File > Begin.
To schedule the file to run later - Select Options > Schedule and select when and how often to run the build.

Building the Customer Size Update File for Strategic Pricing