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Complex Discount/Pricing
looking for options to manage complex discounts/pricing for items on sales orders? Each customer could have one or multiple cumulative discounts. For example, a customer may get a standard 5% or 10% discount dependent on item. On top of that they could also get a 3% defective discount. And a 10% discount for purchases from…
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Customer Pricings Broken / Phantom / Duplicate
Hi all, I have submitted this as a support case #6159599 as that seems appropriate and will update here with any answers. A number items with custom prices on customer records have broken and aren't being applied to orders, I don't yet know the extent as I haven't been able to think of a way to search for the damages. We…
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Customer Contract Pricing
Hello, We have some customers that have special pricing for specific items for a specific period of time. How do you all manage these prices? Our NS partner had suggested Effective Date Pricing but it does not support Items that are Services or Kits. We had another consultant set up price levels but they could be selected…
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How to add Price level of item/customer pricing?
I'm probably not using Price Level the right way. Let's say a full week of meal plan is $50. When entering orders for each week, I hope to have a drop down to select the number of days in a week, as it might change due to holiday, where first day/ last day of school lands in a week. So when I select the number of days, it…
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What criteria is necessary to view the customers who have absolute pricing for a specific item?
I would like to create a saved search to see what customers have have a set custom pricing level for a specific item. I have tried constructing a pricing search and customer search but was not able to figure out what the criteria needed to be. What is the corresponding field I need to set the criteria to get to Item…
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Pricing Search with Custom Pricing & Other Item Price Level
Hi! I have been trying to build out a Pricing Search for a specific customer that shows their custom item pricing (listed under the Financial tab) but also want to have all items from a specific parent item listed. So if the customer has custom pricing, list the custom price but if they don't for that item, list a certain…
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Customer Search - Item Pricing - Unit of Measure Issues
A Customer Saved Search appears to be the only way to extract a list of Items with Custom Pricing for a Customer. There does not appear to be a sub-table link to the Items table from a Customer Saved Search, so you can only show the fields given in the Customer Saved Search: Although the Custom Pricing for an Item with…