Add a price level to your system

In Vision, you can establish different price levels for the products you offer to different categories of customers. Once you have set up price levels, you can indicate which price level should be used for each customer (or only certain customers, if appropriate). In addition, you can set up different price level calculations. 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. (Other factors, such as a manual override or a contract that applies to the product ordered, may override the pricing associated with a price level.)

Note: It is not possible to delete price levels or change the price level ID of an existing price level once it has been saved.

The Price Level maintenance on the Pricing Configuration screen of the Pricing tab is where you add price levels to your system.

Note: To access the Price Level maintenance, you must have the proper security privileges. The Pricing Maintenance job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.

To add a new price level to your system

  1. On the Pricing tab, click the Pricing Configuration button. The Pricing Configuration screen appears. This screen is split into two panes. The left pane contains the list of folders, subfolders, and items. The right pane shows details for the item selected in the left pane.

  2. Click the Maintenance Forms folder in the left pane to expand its contents.

  3. Click the Price Level subfolder to expand its contents and view details about it in the right pane.

  4. Right-click the Price Level subfolder or any of its contents and select Add a New Price Level on the shortcut menu.

  5. In the right pane, type a three-digit price level code in the Price Level ID field.

  6. In the Description field, type a description for the price level.

  7. In the Warranty Type drop-down list, select the type of warranty that should be used to calculate warranty credits for customers who have this price level set up as their standard price level.

  8. If customers who have this price level purchase cores at the core price, select the Use Core Price option. If customers who have this price level purchase cores at the core cost, select the Use Core Cost option.

  9. Click the Accept button to save the new price level.

Related Topics

Change a price level description