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How can I make different price levels display for different customers within the CRM?
Hello NetSuite community, I am currently implementing the CRM within my NetSuite account, and I would greatly appreciate your help in finding a way to have a specific price level displayed for a group of customers for the same item, while a different price level is shown to another group of customers for that same item. I…
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Restricting/Filtering Price Level Access via Customer Location and/or Currency
SCENARIO: Company has three (3) price levels that are only intended for CAD customers Company has three (3) price levels that are only intended for USD customers Company has three (3) "special" price levels that are only intended for USD customers Company does not want the "special" USD price levels to be selectable when a…
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NSC | Hide the Pricing Group sublist on the Customer Record
Scenario: The user need to limit certain roles to access the Group Pricing section on customer records. Solution: In order to hide the Group Pricing sublist under the Financial subtab of the Customer record, you need to modify the Customer Entry Form. 1. Navigate to Lists > Relationships > Customers. 2. Click Edit beside…
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New to NetSuite | Pricing 103: Pricing Group
In the previously posted articles, New to NetSuite | Pricing 101: Price Levels and Pricing 102: Quantity Pricing were discussed. In this article, we will delve into another pricing topic which is the Item Pricing Group. We will explore its applications, how to set it up and highlight how users typically leverage on this…
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Import Pricing Groups Accounting List
How do we import a CSV to setup the master Pricing Groups in the Pricing Groups Accounting List? I know how to assign the pricing group to the Customer via CSV import, but I am talking about the master list that is, in turn, assigned to items prior to assigning to customers. We have tens of thousands of products and thus,…
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Pricing in Customer Records
We use add Group Pricing to every customer record based on their category and spend level. There can typically be 70 Pricing Groups in each Customer Record - all with various Price Levels. We sometimes add Item Pricing, too. The big issue here is that in order to do a bulk change we have to export the Group Pricing data…