Standard Customer Special Pricing

Search window -> Customer # field in documents -> Customer Search -> Add New Customer On-The-Fly -> Standard Customer Special Pricing

Each customer can be assigned optional special pricing that overrides the standard rates and prices, and divisional rates and prices.
This utility provides the ability to setup the special rates and pricing to apply to this customer, without using the more complex Multi-Tiered Pricing feature outlined in Multi-Tiered Special Pricing.
Changes to Special Pricing for the customer are tracked in the Audit Log.

When new customers are added on-the-fly, Special Pricing can only be changed from the default 'clone customer' values, if the feature to Change Special Pricing On-The-Fly is activated in the Company Miscellaneous Parameters and the operator has Security Role Permissions to the " Special Pricing On The Fly' option in the Document Field Access settings.

Note: A Rewards Program can not be assigned to a customer if the customer has already been assigned any rental or sale discount percents, trade discount percents, discount plans, special pricing, special rates codes, tiered prices or rates, loyalty plan or delivery/pickup billing code.
The fields are disabled if a customer has already been assigned a Rewards Code in the Customer Codes window.

The prompts are:

PRICE CODE

Leave this field blank if a special Price Code does not apply to this customer, or select a price code from the Price Code Search window.
Price codes can be used to give sales discounts based on volume.
e.g. 10% discount for quantity over 50, etc.

How the Price is Selected:

• When Standard Special Pricing is utilized, the sales price for a product is applied according to the Price Codes assigned to the customer, and if no special product pricing applies at the customer level, then pricing by product for the division applies according to the Sale Pricing Code defined in the Divisional Rate Parameters.
• If no product specific pricing fits, pricing is applied by Group, first according to the Price Codes assigned to the customer, and then according to the Sale Pricing Code defined in the Divisional Rate Parameters.
• If no Group pricing fits, pricing is applied by Class, first by customer 'Price Code', then by division 'Price Code'.
• If none of the above apply, then the standard list price from Sales Inventory is charged.

Note: This price code can also be assigned to the customer in the Associated Customers window from Price Codes maintenance.

RATE LEVEL

Leave this field blank if the customer is to be charged standard rates or the divisional rates as determined by the Rental Rate Level selected in the Divisional Rate Parameters, or select a specific rate level from the Rate Level Search window to give the customer special rates (i.e. a deal that this customer always gets) on specific products and Groups, as setup in the Special Rate Codes.
The default Rate Level can be viewed and updated in document entry in the Rental Period window on each document header.

How the Rate is Selected:

• When Standard Special Rates are utilized, the rental rate for a product is applied according to the Special Rate Code assigned to the customer.
• If no special product rate applies, the Matrix Type rate for the customer applies.
• If no special product rate or Matrix rate applies at the customer level, then rates by product for the division applies according to the Rental Rate Level defined in the Divisional Rate Parameters.
• If none of the above apply, then the standard rates from Rental Inventory are charged.

Note: This rate code can also be assigned to the customer in the Associated Customers window in the "Details column on the Special Rates Codes.

MATRIX RATE TYPE

Leave this field blank if the customer is to receive standard rates, or select a rate type from the drop-down list to give this customer special rates by region as setup in Regional Rental Rate Types.

Note: If the customer has been assigned a Special Rate Level Code, then the Matrix Rate Type is disabled and does not apply.

NEW MATRIX TYPE

Leave this field blank or select a new Matrix Type from the window, if there is going to be a change in the customers rate category.
This provides the ability to record in advance when a Customer is to be upgraded to a better rate structure.

EFFECTIVE DATE

Enter the date when the new Regional Rental Rate Type should be applied.
Contracts, Reservations, Quotations, etc., with a Date Out later than this Effective Date, will use the New Matrix Type rates.

DISCOUNT PROGRAM

Some Rental stores may prefer to use the Discount Programs as incentive for preferred customers in place of Special Pricing programs.
The various Discount Programs can be setup in Customer Discount Programs with discount terms that encourage Rental Customers to pay their On Account invoices by the Date Due, in order to maintain their eligibility to receive discounts on future invoices.
Discount program features include:

• When any invoice charged and posted on account becomes past due, the discount eligibility is withdrawn for subsequent invoices, until the account becomes current again.
• A grace period can be set on the discount program to generate a warning before the customer actually forfeits the right to receive the rental and/or sales discount.
• A discount expiry period can be set based on a defined number of Rental Days following the date the customer's account opened. This provides the ability to give new customers a discount for an initial period of business.

If a Discount Program applies for this customer enter the program code, or select one from the drop-down list.

If no program code is entered, but the blank program code has discounts defined in Customer Discount Programs, then the discounts and eligibility will apply per the blank code.

Note: If a Time-Based Discount is given on a rental product, any Customer Discount Programs no longer apply for that product.

Finished?

Click OK to accept the pricing and rate information and to exit back to the Customer Codes.