The Special Pricing module allows the user to create special pricing for a single customer, a group of customers, or all customers. Special pricing can be applied to a group of customers based on a customer folder group, a range of customer IDs, or an advanced query.
Special pricing for a group of customers
Complete the following steps to set up special pricing or discounts for a group of customers:
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Go to > Customer Categories tab, as shown below:
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Click on the top-level root folder, which is labeled Customers in the example shown above. The special pricing will be applicable to all customers since the root folder is selected. The customers within any subfolders of the selected folder will be affected by the special price. Click on the Properties button and then select the Special Pricing tab shown below:
All special pricing records entered from the product record will show if the special pricing applies to all price levels or to specific groups. In the Price Level column, the [All] entry shows that the default applies to all price levels, while Retail or Wholesale will limit the special pricing to a specific group. Special pricing records that apply only to a category subfolder of customers will not show on the Special Pricing list of the root folder. -
Click on the New button to open the following dialog:
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Enter the special pricing settings as described below:
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Enter a Description of the special pricing record.
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Select a price level from the Applies to price level option list in normal situations. The [All] option is used only if the special pricing applies to all price levels. Select a specific price level definition from the drop-down list.
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Select a unit for the Applies to unit of measure setting. Select the [All] to apply special pricing to all unit of measure settings. Review the Unit of Measure article for more UOM details.
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Set the Dates settings for the special price record. Select Always to keep the special pricing perpetually or select and fill in From _/_/_ for _ Days or Between the _th and the _th of each month to establish a date range. Review the Promotional Prices Based on Date section for more details on setting date parameters.
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Ignore the Minimums settings unless the promotion is activated only when a minimum product volume is purchased. Review the Volume Discounts and Bracketed Pricing for more details on bracketed pricing and minimums.
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Set the appropriate options for the Price calculation of main unit of measure section: The example above discounts the retail price level by 10%, because the Calculate From option is Retail and the Formula is Add -10%. Use the Is $_____ formula template if the promotional price is a specific price. The Calculate From option is not applicable if the Is $______ formula is used. The Formula settings are similar to the formulas within the Pricing tab of an inventory item.
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Click on the Special Pricing Inventory Query tab to select product categories and inventory items. Click OK to save changes.
Special pricing for an individual customer
Special pricing can be created for a specific customer. Open a customer record by going to Once the customer record opens, click on the Special Pricing tab as shown below. (Note that this tab will not appear as an option unless the optional module is installed.)
The special pricing list on the customer tab will only list the special price records that are specific to the customer. Review the previous Special Pricing for Customers section for details on creating special pricing for groups of customers. Click on the New button to create a new special pricing record as shown below:
The example shown above is to give a specific wholesale customer special pricing for a garden rake product. The following settings are used to accomplish this special pricing:
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The Applies to price level setting is set to [All] so the price is given to the customer no matter what price level is set on the sales order. The user could also set this setting to Wholesale since the customer's price level is set to wholesale.
- Set the Applies to unit of measure setting to [All] to apply to all unit of measure settings.
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The Dates are set to Always so the special price is not limited to a specific time period.
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The Count value in the Minimums section is set to 10 to require the customer to purchase at least 10 units at a time to receive the special pricing. This field can be kept blank if there are no purchase minimums for the customer. Note that multiple layers of special pricing can be applied at the same time (price level, customer-specific, purchase volume, etc.) Review the Volume Discounts and Bracketed Pricing for more details on the Minimums settings.
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The Formula setting is set to Is $11 to always charge the customer $11 for this specific item. Since the Is $___ formula is used, the unit price is set, which means the Calculate From setting is irrelevant and can be ignored in this case.
Click the OK button to save.
Copying List of Discounts from one Customer to another
The special pricing list can be copied from one customer to another. The recommended method when giving a group of customers the same special pricing is to group the customers into a common category folder or folders. Review the first section of this article for details on creating special pricing for a group of customers.
If the special pricing list is created for only a few customers or the customers cannot be grouped conveniently, complete the following steps:
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Open the customer record that contains the list of special pricing to be copied. This list can be found in the Special Pricing tab of the customer record.
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Click on the Copy button on the right-hand side of the page to activate the copy wizard as shown below:
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Click on the Next button to continue.
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Enter the Customer ID for the customer that will receive the new special pricing records. This customer ID is the target customer of the copy process. Press the Finish button to complete the copy.