Examples of Creating Price Lists for Each Customer
Assume your implementation services about 4,000 customers, each customer requires a different percent discount according to the value of one or more attributes, and you use a single pricing strategy for each customer. How will you do it?
Review some examples where you create a price list for each customer.
Example |
Description |
---|---|
Set up pricing according to customer and line of business. |
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Set up pricing according to customer, sales channel, and business unit. |
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Set up pricing according to customer and ship-to address. |
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Line of Business Example
Assume customer Computer Service and Rentals includes four lines of business, and each line of business requires a different percent discount. The sales channels are Retail, Corporations, Governments, and Universities.
Set Up |
Description |
---|---|
Extensible flexfield |
Create an extensible flexfield named Line of Business on the order header. |
Customer pricing profile |
Create a customer pricing profile that references Attribute_Number1 for the extensible flexfield. |
Price list |
Here are the values you use for each price list that you create.
|
Here are the price lists you set up.
-
One for all items that Computer Service and Rentals sells.
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One for item AS54888 Desktop Computer with a sale price of $100.
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One for item AS54999 Desktop Computer with a sale price of $200.
Here are pricing matrixes you create for each price list.
Line of Business |
Adjustment Amount for All Items |
Adjustment Amount for AS54888 |
Adjustment Amount for AS54999 |
---|---|---|---|
Retail |
10 |
20 |
30 |
Corporations |
20 |
30 |
40 |
Governments |
30 |
40 |
50 |
Universities |
40 |
50 |
60 |
Sales Channel and Business Unit Example
Assume customer Spruce Hospitals places sales orders through one of four different sales channels and through one of two business units. You must apply a different price and a different discount according to each sales channel and each business unit. The lines of business are Retail, Corporations, Governments, and Universities.
Set Up |
Description |
---|---|
Extensible flexfield |
Create an extensible flexfield named Sales Channel on the order header. |
Customer pricing profile |
Create a customer pricing profile that references Attribute_Number1 for the extensible flexfield. |
You set up a price list for the Forest Medical Trillium 3000 item with a sale price of $130, Access Set equals Common, and Business Unit equals Care Operations and Care Sales. Here's the pricing matrix you create.
Business Unit in Condition Column |
Sales Channel in Condition Column |
Adjustment Amount |
---|---|---|
Care Operations |
Hospitals |
10 |
Care Sales |
Outpatient Clinics |
15 |
Care Operations |
Hospitals |
12 |
Care Sales |
Outpatient Clinics |
11 |
Note
-
Header.SellingBusinessUnitId
defines the business unit. -
Sales Channel references the Sales Channel extensible flexfield.
-
You set the Adjustment Type to Discount Amount.
You set up another price list for all items that Spruce Hospitals sells. You set Price Type to One Time, Charge Type to Sale, and Charge Subtype to Price. Here's the pricing matrix you create.
Business Unit in Condition Column |
Adjustment Amount |
---|---|
Care Operations |
10 |
Care Sales |
20 |
Note
-
Header.SellingBusinessUnitId
defines the business unit. -
You set the Adjustment Type to Discount Percent
-
You set the Adjustment Basis to List Price.
Ship-To Example
Assume customer Musical Scores sells full sets of orchestral notation to orchestras throughout the world. They provide different discounts according to ship-to country. You set up a price list for item Orchestral Favorites with a sale price of $100. Here's the pricing matrix you set up.
Ship-To Address in Condition Column |
Adjustment Amount |
---|---|
United States |
10 |
Japan |
12 |
Korea |
14 |
China |
16 |
You set the Adjustment Type to Discount Amount.