DEFAULT PRICING FOR CUSTOMERS AND PRODUCTS IN SAGE 100

Do you need to solve the issues with constant manual price changes for a customer?  Are you the company that has to keep looking back at what you charged a customer in the past to figure out the price for today?  Look no further – Sage 100Cloud has a pricing feature that allows for setup customer specific pricing by Customer, Level, or by Matrix.  With a few clicks you may find your old and inconsistent ways to be eliminated and your sales teams can be in focused on what’s next.

Enable Default Price Levels by Customer

  1. Open Sales Order, Setup menu, Sales Order Options
  2. Access the Line Entry tab
  3. Select (check) the Enable Default Price Level by Customer check box
  4. Select, Base New Price Levels On
    1. Price Code: to create new price level records on the price code
    2. Ship-To-Code: to create new price level records based on the ship-to-code
  5. Click, Accept

Setup Item Price Code/Customer Price Level pricing matrix

  1. Open Inventory Management, Setup, Price Code Maintenance
  2. Select, Price Code
  3. Select, Price Level
  4. Select, Pricing Method
  5. Enter Quantity and Amount/Percentage
  6. Click, Accept

Setup Price Levels by Customer

  1. Open Accounts Receivable, Setup, Price Level by Customer Maintenance
  2. Select, Customer Number
  3. Select, Product Line
  4. Select Price Code
  5. Enter, Effective Date and End Date
  6. Enter, Price Level
    1. Enter a price level to use for the combination product line/price code

 

 

Still need help? ACC offers training classes so you can get the most out of your system. If you are interested in training classes, please give us a call at 856-335-1010 and we can get you started!


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