Credit/Customer Pricing


In this section is where you can set a customer ‘s pricing level. Click on the Change Customer’s Default Price Level Button and select the level you want the customer to be assigned to and then click the Save Pricing Changes button to save the changes. You also have the ability to give the customer a different level on individual manufacturers as opposed to a global discount on all manufacturers. To do this, click the Add New Manufacturer Level Pricing Entry button, choose the manufacturer and then the pricing level. The price level must be different than the customers’ global setting. Click the Save Pricing Changes button to save the changes. To the right of the screen is where you will authorize the customer for credit, set payment terms, set a credit limit and record a blanket purchase order if required. If you would like to store notes pertaining to this customer, enter whatever you need in the Notes section for further reference.