Customer Pricing Summary

This is a way of viewing all prices and discounts for a particular customer.

You can select the customer and amend the customer price band using this routine. You can also set and amend the customer discount group using this routine.

Note: You cannot change the standard price of an item using this activity; you can only change the prices in the price bands.

To view and modify customer pricing

Open: Price Book > Utilities > Customer Pricing Summary.

  1. Select the price band you want for a customer using the Price Band column.
  2. Select a discount group for the customer. If the customer has no value discount structures then select <None>.
  3. Select the invoice and order value discount, or if the customer does not belong to an invoice and order value discount group, select <None>.
  4. To view customer prices click View Customer Prices. The item prices and discounts are displayed for the customer.