TRAVERSE Global v11.1

Customer Pricing

Use the Customer Pricing function to set up pricing by item, location, and customer level. You can set up multiple price breaks (ranges of discounts) for each customer based on customer level, item, location, and unit of measure.

  • Use the View button on the toolbar to view customer pricing by Item ID or by Customer Level.
  • Use the Import button on the toolbar to import customer pricing information.
ClosedCreating Customer Pricing
  1. Select to view the customer pricing by Customer Level or by Item ID using the View button on the toolbar.
  2. Select an item ID to set up customer pricing from the Item ID field. If you are viewing the customer pricing by Customer Level, select a Customer Level from the drop-down list.
  3. Select a location ID to set up customer pricing from the Location ID field.
  4. Click the New button, on the toolbar, to open a blank customer pricing record.
  5. Select the customer level for which you want the customer pricing set up from the Customer Level field.
  6. Select an adjustment base type from the Adjustment Base field.
    7. Select Description
    No Base Use the amount entered in the Amount field as the adjusted price (adjustment type must be Amount).
    Standard Cost Standard cost of the item determined by the item's cost components in the Inventory, Item Location function.
    Base Cost Fixed cost (item's base cost set up in the IN Item Locations function).
    Average Price Weighted average of selling prices calculated from the Average Price field in the IN Item Locations function.
    Base Price Fixed base price (set up in the IN Item Locations function).
    List Price Manufacturer's suggested retail price of an item (set up in the IN Item Locations function).
    Minimum Price The lowest price to sell the item (set up in the IN Item Locations function).
    Calculated Price The adjustment on top of the price calculated so far.
    Last Cost The most recent cost for the item.
  7. Select either Amount or Percent for the adjustment type from the Type field.
  8. Enter the adjustment amount, using either positive or negative numbers, in the Amount field. Enter negative numbers to reduce the price and positive numbers to increase the price. When entering percentage amounts, enter the amount as a whole number. For example, if you are giving a 5% discount, enter the discount percent as 5.0000. The calculation is build into the programming to divide the total amount by 100 to get the percentage.
  9. Mark the Promo check box to apply promotions to the adjustment; otherwise, clear the check box. In other words, are you allowing the customer to have promotions applied on top of their regular customer level discount.
  10. In the lower portion of the screen, set up price breaks by unit by selecting a Unit.
  11. Select a Quantity Break ID for the unit. NOTE: To include the Quantity Break in the final price calculation, you must select Calculated Price as the Adjustment Base.
  12. Repeat Steps 10 and 11 as necessary.
  13. For each customer level for the item's location, repeat Steps 5 through 11.
  14. Click the Save button, on the toolbar, to save the new customer pricing record.
ClosedEditing Customer Pricing
  1. Select an item ID to edit from the Item ID field.
  2. Select a location ID to edit from the Location ID field.
  3. Edit the fields as necessary.
  4. Click the Save button, on the toolbar, to save any changes made to the customer pricing record.
ClosedDeleting Customer Pricing
  1. Select an item ID from the Item ID field.
  2. Select a location ID from the Location ID field.
  3. Select a customer level to delete from the Customer Level field.
  4. Click the Delete button, on the toolbar, to delete the selected customer's record.
  5. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.