Customer Pricing Settings:

•Price Level - If your company uses special pricing levels, select the pricing level the customer belongs to by clicking the drop down arrow. The price level represents a list of pricing defaults that have been entered into BBS.

•List/Alt - For companies that use List Prices and Alternate Prices, users can select which pricing level the customer is eligible for, or if they are ineligible for both.

•Prod Contract – Select the relevant product contract to link to the customer if applicable.

•List/Alt Disc % – Select the List/Alt discount for the customer. (The List/Alt discount can only be applied to List Prices or Alternate Prices).

•Inherit Contract Prices From – Contract prices can be inherited from another customer. When the prices are updated in the customer that you have inherited from, the prices will filter down to any customers that have inherited the contract which will remove the need to update multiple customer records that share the same pricing.

•Inherit Contract Prices from Statement Account - Contract prices will be inherited from the statement account. Only applicable when the selected customer has a statement account and the Inherit Contract Prices From field is blank or different to the statement account.

•Generate Price List - When ticked, the selected customer will be included on the Customer Price List Report when run with a blank customer code.

Customer/Product Contract Prices:

•Delivery Code – Enter a delivery code to apply a contract price to a specific customer delivery address, otherwise leave this as 0000.

•Product Code - The product code that the contact pricing relates to.

The Pricing section shows the contract prices that relate to the product and the expiry date for each. This allows the contract pricing to be forward dated for when the contract is to start. The pricing section is as follows;

•Previous Price - The previous contract price for the product and the Expiry date that the contract ended, if blank means no previous contract price exists.

•Current Price - The current customer contract price for the product and the Expiry date for when that price will end (or the future price will start)

•Future Price - The future price that will be paid for the product when the current contract expires and the Expiry date that the future contract price will end.

Add/Update - Adds the selected product code to the customers contract

Delete - Deletes the selected product code from the customers contract

Displays a list of the contract prices for the selected customer. Double clicking a line will allow the contract price to be edited.

If clicked will Delete All Contract Prices for this customer.

If contract prices have been quoted, click to Import Prices from Quote. Please refer to Importing Prices from a Quote for more information.

By selecting Edit in Excel the contract product list will export to an Excel spreadsheet. Please refer to Importing Data from a Spreadsheet for more information.