Sites can now be configured so as Customers may belong to more than one Customer Price/Promo Group. Please contact the ACR Training Team to advise if you would like to be configured for Multi Customer Groups.
Once configured, Customer Maintenance > Pricing and Discounts will show the ellipsis […] button so you can assign more than one group.
You will be presented with the following screen where you can include/exclude multiple Pricing/Promo Groups for the Customer and use the ‘Move Up/Down’ buttons to arrange the order.
Please note that the group listed at the top of the Included Customer List will update the main drop down field in the above screen.
Changes made to the Pricing Priority and to the first Group of the Included list will be updated in the Customer Change History Log.
The system employs a complex mechanism to determine pricing based on orders of precedence, and that with the introduction of this change it’s now possible that a customer might qualify for two or more prices, with equal priority and that has been addressed with the Pricing Priority option.
There are two options in this drop down:
- List Sequence: The system will use the list sequence as an order of Precedence (top to bottom) when determining which Price to return
- Lowest Net Price (Default): The system will choose the lowest Net Price based on the Groups in the Included list
The ‘Price Group Pricing Priority’ and ‘Promo Group Pricing Priority’ have been added to Report Generator and Import/Export Utility. Pricing/Promo Group ID will not be updatable via Import/Export Utility or Customer File Manipulator for Customers with Multi Price/Promo Groups attached. The Pricing Group and Promo Group fields listed within Customer- Pricing/Discount are the fields shown within Report Generator and Export / Import Utility.
To aid in viewing which Special Pricing the Customer qualifies for the below parts of the system have also been updated to cater for the Multi Pricing/Promo Groups:
- The Pricing Result within Pricing Module Maintenance>Options will show all records the Customer qualifies for
- Customer Maintenance> Pricing and Discounts> Pricing Rules will list all records the Customer qualifies for
- Promo Module will however continue to utilise the first group as indicated in the main drop down on the Pricing and Discounts screen. In short the Promo Module will not cater to Multi Pricing Groups.
To assist with bulk changes to your Customer file please click here for information on the Multi Export/ Replace Utility.