How to set up Customer Pricing Rules

Created by Ariel Hoong, Modified on Tue, 26 Sep, 2023 at 2:16 PM by Ariel Hoong

Overview:

Customer Pricing Rules enables the users to customize item pricing and discount for each Customer, Customer Group or across all Customer Type. It also allows for the establishment of pricing validity and required item quantities as needed

Procedures:

1) To maintain the customer pricing rules, go to Sales > Customer Pricing Rules

2) Following for set up:

Under Company (Customers) – select to whom the set pricing will be applicable

Everyone – All Customers
Price Group – Certain Customer Group
Debtor – Specific Customer
Debtor Category – Certain Customer Category

Under Stock – select to which item the set pricing/discount will be applied

All Stocks
Certain Stock Category
Certain Stock Group
Certain Stock Class
Certain Stock

Once a specific stock is selected, ref price and ref cost will be displayed. This will serve as a guide for the user in setting new price or discount. The ref price and ref cost are based on the selling price and purchase price maintained under stock maintenance

Under Validity – Validity period of the set pricing (leave it blank if there is no validity)

Under Quantity:

Min qty - required item quantity to be acquired for the set pricing to apply (leave it blank if the pricing will be applied regardless of the availed quantity of the customer)

Under Pricing:

Pricing Type