Overview

This module provides special pricing based on customer pricing group.

There are several types of discounts available for your customer-based pricing scheme. 

• % Discount - percent off retail price.
• $ Discount - amount off retail price
• New Price - enter the customer price directly
• Cost Plus $ - it will add this amount to the replacement cost
• Cost Plus % - it will charge replacement cost plus this percent of replacement cost - so a replacement cost of $50.00 with cost plus 10% will charge $55.00 to this customer type.

The most common uses for this feature:

• Wholesale Pricing - create a customer type for wholesale buyers like 'Wholesale', 'Contractor' and so forth. Any customers with this customer type will get this pricing.
• Member Pricing - memberships like museums, sports leagues, loyalty programs can be given special; pricing in this way.
• Employee Pricing - create your employees as customers and assign them to a customer type to provide special pricing

Setting up a Customer-based Special Price in a Product Record

The special price can be set at the product level using the Prices>Customer Pricing tab in the product record.  Pricing can be set up item by item and maintained in Catalog >> Manage Products >> Edit Product >> Settings Tab.

Editing the Price on the Product Record

• From the Pricing Tab >> click on customer pricing >>Choose the Pricing Group that you want to edit>>Press Edit button.
•  Select Discount Type>>Choose discount Amounts for the Customer Type that should receive special pricing >>Select a Discount Basis whether you would like to apply the new price on (retail price, Cost of the product, MAP or MSRP).
• Select Rounding Rule this field is optional, and also it depends if you have any kind of rounding rule.
• to save the made changes please click on "Yes" to Continue!

Setting up a Category-Wide Customer-based Special Price Rules from a Customer Group

• To make data entry easier, you can set up a default discount scheme in the Customer Group record (Customers>Group>Pricing tab) for each first level category for Inventory and Non-Inventory products. New products will automatically get the customer pricing assigned when created. This can be activated for each Customer Group individually.
• You can create as many Customer Groups as you like such as wholesale customers, employees, loyalty club members and so forth.

Clarifications and Limitations

• Product Do Not Discount flag DOES NOT take precedence over customer pricing rule. 'Do not discount' items will therefore be affected by customer price rules.
  
  
• Customer pricing is checked first before promotional pricing schemes. 'Stop action' on customer pricing is respected. If stop is no and a promotion applies and promotional price provides additional discount, then it is applied but note that promotion is based on regular price not the customer pricing.
  
  
• General Discounts are applied to the price on the transaction – whether that is the customer pricing level, regular price or promotional price.
  
  
• Items being sold at customer discount that already surpass the max discount rule will be prevented from further discounts using general discounts.

Setting up the Default Pricing

Default Pricing when activated automatically enters a customer price when new items are created in MicroBiz. This feature is optional and you can choose to enter customer pricing one item at a time.

• Home Screen >> Customer Tab >> Groups>> Choose a Customer Type and click on Edit
• Go to Customer Pricing Tab and enter the default Discount Types and Discount Amounts for each new SKU created in the categories listed.
• Select yes to Enable Default Customer Pricing.
• Save!
• New Products will automatically be assigned the pricing you specified.