Price Group Maintenance

2017-05-30 18:06

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

  1. Configuration > Price Group Maintenance
  2. Click New.
  3. 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.
  4. When you have entered the desired price groups, Save and Close

How to Add a Price Group to a Trading Partner

  1. Company > Find > Trading Partners
  2. Price Groups can only be added to Customers.
  3. Click the customer name you wish to add a price group to.
  4. When the customer information opens, click the Customer tab.
  5. Locate the Price Group field. Open the dropdown and clik the Price Group you would like to select.
  6. Save and Close
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