Pricing

Field or button

Description

Standard Pricing

Standard Price Level

Select a price level for this customer. Note that you can select a standard price level or a discount type; you cannot select both.

Demand Price Level

Select a demand price level for this customer. This drop-down list is available only if a price level is selected from the Standard Price Level drop-down list.

For more information on demand pricing, refer to Use demand price levels.

Suggested Resale Price Level

For future use.

Suggested Retail Price Level

For future use.

Lower Sale Price Wins

If a product is on both a Sale contract and a Regular contract, this check box determines whether the sale price can be offered for the product.

• If the system should take the best price between the Regular contract price and the Sale contract price, select this check box.

• If the system should not consider the Sale contract price if a Regular contract price exists for the product, clear this check box.

Discount Type

The Discount Type field is used in Customer Discounting to allow for different types of pricing calculations. Each type represents a specific calculation formula. Valid 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.

%

This is the discount percentage allowed for this customer's discount type.

Costing Methods

Stock

Select the appropriate costing method and vendor (if applicable) for stock products.

Non Stock

Select the appropriate costing method and vendor (if applicable) for non-stock products.

Method

This drop-down list is used in costing for pricing calculations. The system refers to the option you select to determine the cost basis used in calculating the customer's price for stock or non-stock products. Select one of the following options if cost plus pricing is used; otherwise, cost only affects the gross profit of the release and invoice:

• Average: Use the average cost of the product.

The average cost of a product is displayed in the Average Cost field on the Costs/Prices screen of the Product Management tab.

• Highest Vendor Cost: Use the highest PO cost available for the item, regardless of vendor.

• Primary Vendor Cost: Use the primary vendor's PO cost.

The primary vendor of a product is identified in the Primary Vendor column on the Vendors screen of the Product Management tab.

• Vendor Entered: Use the cost from the vendor specified in the Vendor drop-down list.

Vendor

If you selected Vendor Entered in the above Method field, select a vendor from this drop-down list.

Price Hold and Price Override Settings

Minimum Allowable Gross Profit %

Enter the lowest Gross Profit Percentage at which you want to sell an item without reviewing the invoices. If a line item does not meet the minimum gross profit amount entered here, it is placed on price hold and appears on the Price Hold Report.

Maximum Allowable Gross Profit %

Enter the highest Gross Profit Percentage at which you want to sell an item without reviewing the invoice. If a line item exceeds the maximum gross profit amount entered here, it is placed on the Price Hold Report.

Minimum Allowable Discount %

Enter the lowest discount percentage at which you want to sell an item without reviewing the invoices. If a line item does not meet the minimum gross profit amount entered here, it is placed on price hold and appears on the Price Hold Report.

Substitutions

Allow Subs

This drop-down list allows you set whether product substitutions should be allowed for this ship to location. Valid options are:

• Always: If this customer accepts product substitutions, select this option. This is the default option.

• Never: If this customer does not accept product substitutions, select this option. The Allow Subs drop-down list ( on the Ship To Pricing screen) for all ship to locations of this customer is not available if you select Never for the customer.

Add

If a customer does not want to accept substitutions for one or more products, enter the product number of each item in the Exclusions field and click Add.

Remove

To remove a product from the list of excluded products for this customer, select the product and then click Remove.

Exclusions

This field contains a list of products for which the customer does not accept substitutes. The products in this list are Sub From products, not Sub Tos.

Pricing Overrides

Pricing Class

Price Class Override

Add

To add a pricing class, enter the pricing class, discount type, and percentage, and click Add.

Remove

To remove a pricing class, select it and click Remove.

Pricing Class

Select a pricing class from the drop-down list.

Discount Type

The Discount Type field is used in Customer Discounting to allow for three different types of pricing calculations based on the pricing class. Each type represents a specific calculation formula. Valid entries 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.

%

This is the discount percentage allowed for this customer's discount type.

Part

Part Price Override

Part

Type the number of the product whose price you would like to override.

Add

To set up a price override for a particular product, enter the product number. Next, enter either (1) the price level, the discount type, and percentage or (2) the price. Then click Add.

Remove

To remove a price override for a particular product, select it and click Remove.

Price Level

Select a price level from the drop-down list.

Discount Type

The Discount Type field is used in Customer Discounting to allow for three different types of pricing calculations based on the product. Each type represents a specific calculation formula. Valid entries 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.

%

This is the discount percentage allowed for this customer's discount type.

Price

This is the product price that should be used for this customer.

Mfg/Price Class

Price Level Override

Mfg

Select a manufacturer from the drop-down list.

Product Type

Select a product type from the drop-down list.

Add

To set up a pricing level override for a particular manufacturer and pricing class, select the manufacturer and product type. Next, specify the pricing class, the price level, the discount type, and percentage. Then click Add.

Remove

To remove a price level override, select it from the listing and click Remove.

Pricing Class

Select a pricing class from the drop-down list.

Price Level

Select a price level from the drop-down list.

Discount Type

The Discount Type field is used in Customer Discounting to allow for three different types of pricing calculations based on the manufacturer and pricing class. Each type represents a specific calculation formula. Valid entries 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.

%

This is the discount percentage allowed for this customer's discount type.

Contracts

Regular

Click this button to view or change the list of regular contracts for this customer.

Sale

Click this button to view or change the list of sale contracts for this customer.

Contract Number

Select a contract number from the list.

Type

This field indicates the pricing type for this contract.

Name

This column contains the name of the contract.

Add

If you would like to add a contract for this customer, select the contract number from the drop-down list and click Add.

Remove

If you would like to remove a contract, select the contract number and then click Remove.

Contract No.

This column shows the contract number.

Type

This column shows the pricing type for this contract.

Contract Name

This column shows the name of the contract.

Expire Date

This column shows the expiration date of the contract.

Allow Universal (Flyer) Contracts

If you would like this customer to be eligible for universal (flyer) contracts, select this option. Then, if the customer orders a product on a universal contract, and if, and only if, the customer includes the special prefix with the product number, the system will consider the pricing from the universal contract.

If this customer should not be eligible for universal contracts, do not select this option.

This check box can be overridden for specific ship to locations in the Allow Universal (Flyer) Contracts check box on the Ship To Pricing screen of the Customer Maintenance tab.

Accept

Click Accept to save any changes that you have made.

Cancel

Click Cancel if you do not wish to save the changes that you made, and you wish to revert to your previous information.