If you have a list of specific pricing that will be used by specific customers, you will want to use “Tier” pricing. In this spreadsheet from the manufacturer has 4 columns of pricing. We are going to set up one of these tiers to show you how to set it up. Once you have completed all the steps, you will be able to add a line item to a PO or Quote and the pricing for the specific customer will show up. it’s three simple steps:
- Create the new “Tier” in “Subtables.”
- Load the pricing (Customer’s Pricing Template) with columns part number and pricing for each Tier.
- Add the “Tier” to the company record using “Price Groups” button.
- Go to “Settings” > “Subtables” > “Company Tier” and create the new Tiers.
2. Go to “Data Management” > “Import CRM Info” > “Customer’s Pricing”
3. Click the blue question mark and download “Customer Pricing” template
4. Copy and paste your pricing info into the sheet as shown. I have put all 4 tiers on one sheet. I just copied and pasted all the part numbers for Tier 2 below Tier 1. This template is used for all pricing types. You will NEVER use all of the columns in the sheet at the same time. When loading “Tier” pricing ignore the columns in gray. It is not mandatory to have “Standard Price” filled in. Do NOT put anything in the “Company,” “Buying Group,” “QtyTo/Qty From” columns.
5. Import your file “Select File” > find your file > “Import”
6. Proceed to “Aliasing”
7. “Absorb Customer’s Pricing”
Now go into each company that will receive one of the pricing tiers you just loaded. If there are a lot to add, you can upload them using “Customer’s Pricing” template.
8. Inside the company click “Price Groups” button in top right corner.
9. Click “New”
10. Enter Manufacturer and click drop down for “Pricing Tier” select the tier for this customer.
