Customer Item Pricing
Use this form to track and control pricing information about items bought by specific customers. When determining a price on a sales/service order, the system first looks to see if a Customer/Item Cross Reference is set up for that customer and item combination. Then it looks to see if the contract effective dates fall within the order date of the order itself. If no valid contract price is found, then it uses the quantity break points with their prices.
On this form, you can:
- Create multiple records for customer/item combinations, with each record having a different effective date, contract price, and break points.
- Enter a specific contract price promised the customer, and specify the effective date for which the contract price should override other pricing formulas.
- Specify up to five price breaks for quantity purchases, defining them as either amount or percentage reductions of pre-defined, standard prices.