Vision provides you with two different methods for establishing standard pricing for a customer:
You can assign price levels to different customers. Then when a customer orders a product, the price he or she will pay for that product may be determined by the discount type associated with the customer's price level and the pricing model calculation that applies to that price level for that product.
You can apply a standard discount (gross profit, discount off list, or cost plus) to the price of each product this customer orders.
If you select a standard price level for a customer, you can also select a demand price level. If a demand price level is selected for a customer, then you can specify demand pricing for any order that this customer places.
The Pricing screen on the Customer Maintenance tab is where you set up pricing information at the customer level. It is also where you can establish pricing exceptions for certain pricing classes, products, and manufacturer – pricing class combinations. For more information, refer to Set up pricing overrides.
For instructions on how to establish price levels and pricing model calculations, refer to Working with the Pricing tab.
Select the customer on the Search screen of the Customer Maintenance tab if you have not already done so. (For instructions on how to do this, please refer to Select a customer.)
Click the Pricing button. The Pricing screen appears.
In the Standard Pricing area, you have two options:
To assign a standard price level to the customer, select one from the Standard Price Level drop-down list. If you select a standard price level, you can also select a demand price level from the Demand Price Level drop-down list.
— or —
To assign a standard discount for products that this customer orders, in the Discount Type drop-down list, select the appropriate option. In the % field, type the discount percentage that corresponds with this customer's discount type. Valid Discount Type options are:
Cost Plus: to add a set percentage to the cost.
Disc off List: for a discount off the list price.
Gross Profit Equals: to ensure a specific gross profit percentage.
Click the Accept button.