Pricing Section

Pricing tab is the part of the Customer Module where all pricing specifications are set or modified.

To do so,

  1. From the Customer Module > Customer > Find Customer. The Customer list will be displayed.

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  2. Select a customer from the list. The corresponding Customer form will be displayed.

  3. Access the CRM tab from the ribbon menu bar, switch to the Pricing tab then enter or modify the fields under the Pricing Details section.

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    The fields are as follows:

    Pricing tab Fields

    Fields

    Value

    Specifications

    Default Price

    Customer’s Default Price for this particular customer

    Default value from Customer Class Template. Necessary changes can be made by choosing the appropriate Default Price from the selection drop down box.

    Discount type

    Customer’s Default Discount Type for this particular customer

    Default value from Customer Class Template. Necessary changes can be made by choosing the appropriate Discount Type from the selection drop down box.

    Pricing Method

    Customer’s Default Pricing Method for this particular customer

    Default value from Customer Class Template. Necessary changes can be made by choosing the appropriate Pricing Method from the selection drop down box.

    Discount

    Percentage

    Customer’s discount given by the store owner

    Pricing Percent

    Percentage

    Customer’s pricing given by the store owner



  4. Click Save and Close from the Customer form to save your modifications.

 

 

  • Wednesday, 24 October 2012