In addition to the pricing mechanisms we have looked at while setting up the inventory items and the customer files, The Application allows you to create special negotiated pricing files for your customers. Negotiated pricing can be set up for an individual customer or for a group to which you can then assign one or more customers.

To set up negotiated pricing for an individual customer, open the Negotiated Pricing form (Figure 42) found under Sales Pricing Negotiated Pricing.

In the top left of the form you see the option of selecting either Account or Group. Setting up a negotiated pricing group is very similar to setting up negotiated pricing for an individual customer - as we will see in a moment - but first we will look at setting up negotiated prices for one account at a time. After you select the Account option, you can enter a customer account number to bring up the customer you want and begin setting up that customer’s specialized pricing in the grid below.

The first way to enter a negotiated price is selecting Item in the Type column to bring up a specific product to which you want to assign a price. You select the product in the Item column (using the F3 key if you need) and then choose either Dollar or Percent in the Base/Market column. If you choose the Dollar option, the amount you enter in the Variance column will be the price charged this customer for this item. Note this is not a dollar markup - the dollar value you enter will be the total price charged. If you choose the Percent option, the amount you enter in the Variance column will be a percent markup over the Actual Cost on the Cost Information tab on the Inventory File Maintenance form.

The second option in the Type column is Group. You use this option to assign this customer to a negotiated price group which you must first create. We will return to this in a moment.

The third option in the Type column is Market. This option allows you to tie the sell price of an item to one of the markets you created with the Market File Maintenance form. After selecting an inventory item in the Item column, you double-click on the Base/Market field to bring up the Select a Market dialog box (Figure 43).

From the Select a Market dialog box, select the appropriate Market and Item category for the item, and click Ok. If you leave the Variance field at zero, the price for this item will be set to the retail market price from the market file. Or, you can enter an amount in the Variance column to markup the price from the market price.

You can also create a negotiated price group and assign one or more customers to that group. The first step in this process is to define the group using the Add Negotiated Group form (Figure 44) found under Sales Pricing Negotiated Group Maintenance.

As you can see in Figure 44, the Add Negotiated Group form allows you to define a group and, if you choose, to place a date range in which the group’s pricing is in effect. Once the group has been saved, you can return to the Negotiated Pricing form and set up individual items for the group (Figure 45). This time select the Group option and enter the group ID and then enter pricing for items (or you can reference other groups if you like) just as you did when setting up negotiated pricing for the customer.

Once you have set up the group in this way, you can use the Negotiated Pricing form to assign customers to that group (Figure 46). Select the Account option as you did above and enter the customer number. In the Type column, select Group. In the Item column, select the group ID. The customer now “inherits” all the negotiated pricing you set up for that group. As you can see in the example shown in Figure 46, a customer can be both assigned to a group and have its own specific negotiated pricing as well. The two options are not mutually exclusive.

If you follow the pricing logic flow in Figure 8 from Section I D, you will see that any items listed individually in the customers negotiated pricing file will over-ride the price listed on the same item in any negotiated pricing group that customer is associated with.

Setting Up Customers

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Setting Up Vendor Rebate Programs