Quoting prices to customers in inquiries

Use Sales Customer Pricing Inquiry to quote a price for a single item. If you are quoting numerous products and the quoted prices depend on the sale of all the products, create a Quote (QU) order in Sales Order Entry.

  1. Select Sales > Inquiry > Customer Pricing.
  2. Specify the customer, ship to, warehouse, and product and click Search.
  3. The price and discount information is derived from Price and Discounting. If you change the quantity or unit, click Refresh to update the information.
  4. Click Work Sheet to open the Pricing Worksheet.

    You must have the correct security to access the worksheet and create pricing records.

  5. Specify the criteria to manipulate the price.
  6. Click OK to update the fields on the Sales Customer Pricing Inquiry window.
  7. Repeat steps 4-6 until you and the customer agree on a price. Each time you access the Pricing Worksheet, the information you last specified in step 5 is displayed in the worksheet. Delete any information you do not want to apply to the new calculation.
  8. After you agree on a price, click Worksheet to open the Pricing Worksheet. Verify the information.
  9. Complete the fields in the Create Pricing Record section. Click Store As Pricing Record.
  10. Click OK to return to the Sales Customer Pricing Inquiry window.
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