Set up standard pricing information

Vision provides you with two different methods for establishing standard pricing for a customer:

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.

To set up pricing information

  1. 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.)

  2. Click the Pricing button. The Pricing screen appears.

  3. In the Standard Pricing area, you have two options:

  4. 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 —

  1. Click the Accept button.

Related Topics

Set up pricing overrides

Set up costing information

Add or remove contracts for a customer

Save or cancel Customer Maintenance data

Lock Customer Maintenance data

Understand how prices are determined

Use demand price levels