Customer Price Groups and Customer Discount Groups
This page contains all relevant information regarding customer price groups and customer discount groups. This chapter is divided into the following sections:
Setting up Customer Price Group
Customer price groups are used to define sales prices for items for specific groups of customers. Multiple customers are combined into a group for which uniform prices or price agreements apply. To create a customer price group, please proceed as follows:
- Use the quick search (ALT+Q) to find the Customer Price Groups page.
- Click on New in the menu bar to create a new customer price group.
- Fill in the columns according to the following table:
| Column | Description |
|---|---|
| Code | Enter a unique code for the new customer price group. |
| Description | Enter a clear description for the customer price group. |
| Price Calculation Method | Optional Select a price calculation method. The method specified here overrides the price calculation method defined in the Sales & Receivables Setup for customers in this group. |
| Allow Line Discount | Select this checkbox to allow a line discount for customers in this group. |
| Allow Invoice Disc. | Select this checkbox to allow a invoice discount for customers in this group. |
| Price incl. VAT | Select this checkbox to display prices including VAT for customers in this group. |
| VAT Bus. Posting Gr. (Price) | Optional From this dropdown list, select the VAT business posting group that determines the default VAT rate for sales prices for customers in this group. |
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Your entries are saved automatically.
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You can now enter additional pricing information for the customer price group. To do so, click on Customer Price Group in the menu bar and select one of the following options:
- Sales Price Lists
- Sales Prices (Overview of items added to active sales price lists)
- Rent Prices
You have successfully created a customer price group. You can then store this information in the Invoicing FastTab on the customer card.
Tip
The customer price group can be automatically prefilled for a customer when a document is created. To do so, open the Customer Price and Discount Setup page via the quick search (ALT+Q) and enter the desired values for a customer. When a new document is created for this customer in the relevant area, the Customer Price Group field in the Invoice Details FastTab is automatically filled with the defined value.
Setting up Customer Discount Group
Customer discount groups are used to assign shared sales discounts to a specific group of customers. This allows discounts to be maintained globally for an entire customer group without having to define them separately for each individual customer. To create a customer discount group, please proceed as follows:
- Use the quick search (ALT+Q) to find the Customer Discount Groups page.
- Click on New in the menu bar to create a new customer discount group.
- Fill in the columns according to the following table:
| Column | Description |
|---|---|
| Code | Enter a unique code for the new customer discount group. |
| Description | Enter a clear description for the customer discount group. |
-
Your entries are saved automatically.
-
You can now enter additional pricing information for the customer discount group. To do so, click on Navigate in the menu bar and select one of the following options:
- Sales Price Lists
- Sales Prices (Overview of items added to active sales price lists)
- Rent Discounts
Tip
The customer discount group can be automatically prefilled for a customer when a document is created. To do so, open the Customer Price and Discount Setup page via the quick search (ALT+Q) and enter the desired values for a customer. When a new document is created for this customer in the relevant area, the Customer Discount Group field in the Invoice Details FastTab is automatically filled with the defined value.
You have successfully created a customer discount group. You can then store this information in the Invoicing FastTab on the customer card.