Customer Price Matrix
-
From the
menu bar, select Stock>>Price matrix, or
- Select the
Customer Price
Matrix icon from the shortcut toolbar. The following Customer Price Matrix screen
will be displayed.
- Click on the Add Record button to create a new customer price.
- In the Customer field, select the appropriate
customer code
- Tab to the Code field, select the appropriate code.
- The Description, Price and
Vat fields will automatically populate itself.
- This is the price that will be allocated
to all customers who are not set up with special prices.
- Customer can be allocated a unique price for a
specific product by inserting the special price for that customer in the
price field. This is the price
that will be allocated to that customer each time they purchase/hire that
particular product code.
- There is no limit to the number of codes
which can be entered.
- To delete a customer price code, click on code e.g (IED in the line below)
you wish to delete and click on the
button displayed
to the right of it.
- A Warning message is displayed asking if
you really want to delete the record. Once the record is deleted it cannot be
retrieved.
- If you setting up prices for a new
customer that are similar to an existing customer you can click the
Copy Pricing button. A Duplicate
Pricing dialog box will display asking which customer to copy from
and which customer code to copy to. Enter the appropriate codes and
click on the Copy Price button and all the prices will be
copies to the new customer. You can then edit these prices to your suit
the new customer.
- The Show Duplicates
Button will only be enabled if you have used the select customer option to
filter the price matrix. This list will display the prices in the list which
are the same as the base price in your product maintenance.
- You can use the Product Filter at the
top of the screen to filter the product list for easy maintenance or price
comparisons.
- Click on the
icon to exit the screen.