What is teh best way to apply price rules
  • JeffG
    Joined:Sat Aug 31, 2013 6:50 pm
    What is teh best way to apply price rules

    by JeffG » Tue Mar 08, 2016 8:19 pm

    I have a considerable number of line items that have contracted prices. Is there any way that I can copy these rules to other customers of the same business chain without having to retype them for each individual customer code?

    The two levels of pricing structure is:

    1. contract prices for specific line items, then
    2. a percentage discount for other items not hard coded with a price.

    Is there a better way of handling this?

    Thanks in advance
  • COBS Tech Support
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Wed Mar 09, 2016 10:08 am

    Since contract pricing is likely specific to each customer it may be the case that there is no way around entering those, except manually.

    For percentage discounts on other items, use Customer Special Pricing. Set up general rules around Price Groups, or Customer Categories, and then assign the Price Group or Category to applicable customers. This way the pricing arrangements are only entered once.

    Another approach is to create your contract pricing in a spreadsheet and then right click and Import the contract pricing into the system. However, it depends on which version of CAPITAL you are running. Older versions may not have the external import feature.

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