Special Pricing by Customer Provides for Inventory pricing tailored to a customer, and is used automatically as default pricing for the customer when entering inventory items as line items on an order in O/E. These pricing tables expand and override the Customer Price code capability on the master screen. Note that these Price codes may be used here for specific categories of PNs, or specific part numbers, or a range of PNs. These Price Codes (same as used on the master screen) are as follows: CODE HOW USED nn.n% Percent of discount from Retail price .nnnn Rate of discount from Retail price Retail-P6 Use Inventory Price Level 1-6 +.nnn Rate of markup from Retail price C.nnn Rate of markup from Cost NP No Profit (sell at cost) Mnnnn Multiplier times Retail price (M = assumed dec pt, Ex: M8125 = .8125 x Retail) Retail Price is usually P1 level, but can be a different level. (See OE menu #1 at bottom) Category Price Codes Add a category table line from a list of categories from the O/E Category table. Assign a price code to that Category. Any Inventory item with that category for this customer will automatically be calculated a default unit price based on the price code assigned here. Exceptions will be any PNs that match Part # lines as explained below. Specific Part # Price Codes You may set up specific part numbers as a table line and assign either a price code OR a specific unit price. These would be used as default prices. Groups of PNs for a Price Code A group of part numbers may be set up to use a price code by entering a partial part number plus an '*' (asterisk). All part numbers that match the numbers before the '*' will use the price code. Examples: ABC* will match all part numbers that start with ABC 101-* will match all part numbers that start with 101- A* will match all part #'s that start with A, UNLESS the PN# starts with ABC and the first example is also in the table for this customer. Part numbers that match the MOST characters take precedence. Specific Part # Quantity Level Pricing The Master Inventory pricing is designed to handle quantity level pricing, using up to 6 levels. The idea is the more a customer buys, the better price they get. For instance if you buy a qty of 1, you get the highest price, then maybe 5, a lower price, and 10 an even better price, up to 6 levels of qtys and prices. The level 1 (Retail) price is considered the highest price or retail price. See the master screen of a part # to get a mental picture. A feature of these pricing tables, allows you to setup custom qty levels of pricing for a customer for specific Part #'s. If in the table, these will be used, rather than those on the PN master. Quantity Level Pricing must have specific Part Numbers in the table. Note that you will not be allowed to set up a specific part # using a price code and also using qty levels of pricing. Vendor Discount Codes with Multipliers (new Nov 08) These are used to match Part# Vendor #3 codes to get the proper multiplier assgined by the PN vendor for this customer. Click on Add Vendor Discount Code and look at that screens Help for more on how this works. Priority of Pricing for a Customer. The method of pricing used when an item is entered on an O/E invoice: 1. The table for the customer is searched for the specific part # entered. If found, the pricing for that line or level group is used. 2. Otherwise, the table is searched for a partial part# matched with a table item ending in an * (asterisk). The line that matches the most beginning part # characters is used. 3. If still no match is found, than a search for a category price line equal to the part # category is made and used if found. 4. If still no match then the Customers Price code (master screen) is used if not blank. 5. If the Customers Price Code field is blank or invalid, then the quantity level pricing on the PN master screen is used. To summarize, at the line item entry time in O/E, pricing is determined in the following order, until a match is found. Exact PN in the Price table Partial PN in the table Category in the table Customers Price Code if not blank PN's qty level pricing from the PN master.