How do I Copy Account Pricing from a Customer to Another?
From Catalyst
Revision as of 12:45, 18 March 2015 by Katy Kitchen (talk | contribs)
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
This article explains how to copy account pricing information from one account to another.
More Information
You are able to copy all the data from one customer or you can be more selective e.g. copy their discount for a specific Stock Group.
Go to " Stock Control Maintenance Options Account Pricing Information"
 | If you have not already used this option you will be shown the [Account Price Properties] screen. To set up Account Pricing follow these instructions How do I Set Account Pricing for a Customer? |
Copying all Account Pricing from one Customer to another
- At the "Account" field press <F7>.
- Enter the Customer Account you want to copy the pricing structure From.
You may search for a customer using <Ctrl+F1>. - Enter the Customer Account you want to copy prices To.
- Click [Copy] and choose [Yes] to confirm you want to proceed.
Copying Account Pricing for a Stock Group
- At the "Account" field select [Code Prices] from the drop down menu.
- Enter the Customer Account you want to copy the pricing structure From.
You may search for a customer using <Ctrl+F1>. - At the "Stock" field select [Group Prices] from the drop down menu.
- Enter the Stock Group you want to copy the pricing structure From.
You may search for a group using <Ctrl+F1>. - Click [Search].
- Click [Copy].
- In the "Account" field enter the Customer Account you want to copy prices To.
- Click [Done] and choose [Accept] to confirm you want to proceed.
See also
- How do I Set Account Pricing for a Customer?
- How do I Print Account Pricing Information?
- How do I Delete Account Pricing from my Accounts?
