Price Group Maintenance
Where is Price Group Maintenance Located?
- Configuration > Price Group Maintenance
Why & When to use Price Group Maintenance
Use Price Groups when you are setting up sales contracts so that the prices will apply to a large group of customers (that you select). Price Groups can be assigned to trading partners.
How to Add a Price Group
- Configuration > Price Group Maintenance
- Click New.
- Type in a code and name for the price group. You may name them whatever you choose.
- Tip: Short, concise names are best for ease of viewing on the Price Schedule.
- When you have entered the desired price groups, Save and Close
How to Add a Price Group to a Trading Partner
- Company > Find > Trading Partners
- Price Groups can only be added to Customers.
- Click the customer name you wish to add a price group to.
- When the customer information opens, click the Customer tab.
- Locate the Price Group field. Open the dropdown and clik the Price Group you would like to select.
- Save and Close