Customer/Product Price Setup &Customer/Product Price Type Setup
Address: PDSP
Menu: Pricing and Discounting > Setup > Pricing
Click the Price Records Drop down Menu
Select the Record type to setup/inquire upon.
Enter the criteria needed for set up.
Click <SEACH> to verify that there is not an existing record.
If no record exists – Click <NEW>
If a record already exists, Click the Arrow to review the price record settings.
If changes are necessary, Click <Edit>
Make change(s) then click <SAVE>
Setting up a New Record
Include:
*Customer Account
*Product or Product Price Type
*Start Date
Click <SAVE>
Make sure that the Warehouse is Blank.
Otherwise, include the appropriate
Price Type: % of Current
Based On: Margin
Scroll down to set the Margin %
Price: Desired Margin for this item. Price will fluctuate based on changing costs.
Click <SAVE> once the Margin has been entered.
The last screen shot is not used. Only for demonstration purposes.