Difference between revisions of "How do I Create a Pricing Matrix for a Customer?"
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== More Information == | == More Information == | ||
You can define how stock items are priced for customers in a number of ways. | You can define how stock items are priced for customers in a number of ways. | ||
| − | When you create a stock item, you can enter a {{DataPrompt|Retail Price}} which would normally be the price that a customer off the street would pay. If you deal with trade customers | + | When you create a stock item, you can enter a {{DataPrompt|Retail Price}} which would normally be the price that a customer off the street would pay. If you deal with trade customers, you may have a discount structure, or price matrix, in place for them. |
| − | + | Platinum can give you great flexibility, but you should use it with due care and attention. Think carefully about the maintenance of any pricing structure that you put in place so that a price increase for some or all of the items does not involve you having to carry out huge swathes of changes. | |
| − | == | + | == Creating a Price Matrix == |
| + | Whether you are creating a matrix for one or more customers, the following method will work. | ||
| − | + | Go to {{Menu|{{ST}}|Maintenance Options|Account Pricing Information}}. | |
| − | + | * Change the {{DataPrompt|Account}} drop-down to show {{DataValue|Code prices}}. | |
| − | + | * Enter the customer's code if known or search for the account. | |
| − | + | * Click {{Button|Add}} or press {{KeyPress|F6}}. | |
| − | + | * Decide how you want to price items for the customer. | |
| − | + | * At {{DataPrompt|Stock}}, you have the following choices: | |
| − | + | ** {{DataPrompt|Code}} - choose this option to give a spot price on a specific stock code to a customer. | |
| + | For example, you may have to compete very strongly on price with certain stock items, so you agree a fixed price with your customer. | ||
| + | ** {{DataPrompt|Group}} - choose this option to give a discount on a specific stock group. | ||
| + | You may want to give different percentage discounts on different stock groups depending on how well you buy, how competitive the market for the items is, or just because you can! | ||
| + | ** {{DataValue|All}} - choose this option to set an over-riding discount. For example, you may want to give a customer 10% discount on all items not covered by another type of discount. | ||
Revision as of 15:53, 31 October 2011
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Summary
This article explains how to create a pricing matrix for your customers.
More Information
You can define how stock items are priced for customers in a number of ways. When you create a stock item, you can enter a "Retail Price" which would normally be the price that a customer off the street would pay. If you deal with trade customers, you may have a discount structure, or price matrix, in place for them.
Platinum can give you great flexibility, but you should use it with due care and attention. Think carefully about the maintenance of any pricing structure that you put in place so that a price increase for some or all of the items does not involve you having to carry out huge swathes of changes.
Creating a Price Matrix
Whether you are creating a matrix for one or more customers, the following method will work.
Go to " Stock Control Maintenance Options Account Pricing Information".
- Change the "Account" drop-down to show 'Code prices'.
- Enter the customer's code if known or search for the account.
- Click [Add] or press <F6>.
- Decide how you want to price items for the customer.
- At "Stock", you have the following choices:
- "Code" - choose this option to give a spot price on a specific stock code to a customer.
For example, you may have to compete very strongly on price with certain stock items, so you agree a fixed price with your customer.
- "Group" - choose this option to give a discount on a specific stock group.
You may want to give different percentage discounts on different stock groups depending on how well you buy, how competitive the market for the items is, or just because you can!
- 'All' - choose this option to set an over-riding discount. For example, you may want to give a customer 10% discount on all items not covered by another type of discount.
