Define the different pricing policies that exist when selling to different customers so that the agreed rules and values are applied to sales documents you create for the customer.
Apart from the default unit price copied from an item card, you can set up alternative sales prices. Define alternative sales prices for different combinations of customers and items. Assign additional criteria (such as starting/ending dates and minimum quantities) to a sales price. The sales price is included on a document line if the line meets the criteria defined on the sales price line. You can also calculate alternative sales prices according to several different methods.
In addition, calculate discounts for each sales line on a document. Grant sales line discounts in the same way as sales prices, by setting up a combination of customers, items, and other factors as criteria for each discount.
The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.
To | See |
|---|---|
Get an overview of sales pricing, including the types of criteria and pricing methods that can be defined for sales prices, assignment methods, and necessary maintenance activities. | |
Set up the criteria (such as item and quantity) that must be met before your alternative sales price is automatically applied on a sales line. | |
Set up a recurring price template to create sales prices on a regular basis. | |
Set up the criteria (such as item and quantity) that must be met before your sales line discount is automatically applied on a sales line. | |
Update sales prices according to recurring price templates. | |
Assign several customer price or discount groups to a customer. | Assign multiple customer price/discount groups to a customer |