The first screen in Customers offers two price levels once for Invoices and one for Workorders. As seen below under Acct Type the first designation is for Invoice pricing and the second designation is for Workorder pricing.
Many companies offer special pricing above and beyond the price levels set up in Customer Maintenance.
This may be done as a special incentive for repeat customers who do a high volume of business with you.
In PTM this is known as price matrixing and can be customized for specific customers needs.
Price matrixing can be customized and different for each customer or you may have a setup that you use on various customers. In this document we will be discussing how to set this up for an individual and how to build a default account for a matrix table that you use often that can be imported into any customers file.
Price matrixing provides you with unlimited price combinations per customer, from having an exact price quote on a specific part to special discounts or charges by part number or line and even giving the discount only if the part is sold on an Invoice but not on a Workorder or vice versa.
To set up special pricing for a specific customer you must first pull the customer up on screen in K. Customer Maintenance. Once you have the customer's account up on screen press S for Disc/Sch the following screen will appear.
If you only want to set up a special discount on one or two lines of parts or all lines this can be done on this screen. To setup a discount on a specific line of parts you will want to type in the three-letter line code in the line area and the percentage in the percentage area. If you use a negative number in the percent field the system will discount the customer if you use a positive number the system will add that amount when any part from that line is sold. (The additional charge/discount will not show on the Invoice or WorkOrder as an additional line item, only the price would be different so there would be no indication as to what or how much.)
You can also discount labor if you wish by indicating LAB in the Line area and the discount amount following. If you need more options than are on this screen see unlimited price matrixing below.
Entering in MAT in the first line and than pressing page down will open up the matrix table for the customer you currently have on screen.
CAUTION: If the part number is specified and the P level is empty, the amount column will be the price charged. If only the Line is specified with no part number and no P level is indicated, each and every part in the entire product line specified will be the amount in the Amount column.
The Customer's Price Matrix table also allows you to type in a Note. This note is added to the item when sold and can be reported on later using the following keys from the Main Menu: Q; G; O; C. This can be used for items such as Rebates so that you can report on them later on.
This area is pretty powerful and there are unlimited price combinations that can be built per customer and are two numerous to be inserted into documentation. If you have special pricing that needs to be set up it is suggested that you contact PLUSS CORP Business Services Department to set up training to meet your specific needs.
In the example above there are four different discounts set up for this particular customer.
The first line is a quoted price for a particular part, this is setup using the line code and part number, clearing out the Plevel field (Price Level) and entering in the quoted price in the amount field.
The second line is a discount percent off an entire line of parts, this is setup using the line code, leaving the Plevel at the default that was pulled in from the customer file and entering in the discount/charge percent in the amount column
The third line gives a different price level for a part only when it is sold on Invoices. This is setup using the Line Code and Part number, changing the Plevel to match the price level you wish to give (WFRL) and entering over to the I/W field and putting in I for Invoices.
You can also discount for a specific line of parts under a special description or line code the combinations are numerous.
You can set up a quoted price for labor by typing in the line code of LAB put Q under price level and the quoted price under amount.
In the event that you have many customers who will have the same or similar matrix tables, you can set up a default matrix table that can be imported into any customers file.
The first thing you need to do is build the default record in K. Customer Maintenance. From the Main Menu of PTM press K. your cursor will be in the account field type in an account number that will be easy to remember for example 111-1111 for customer name you can use default matrix or whatever you wish, press F9 to continue twice, your cursor should be near more information. Press S for discount scheduling.
Set up the discount matrix table following the instructions in this document, once the default matrix table is built it can be imported into any customer file.
To import the matrix table into a customers account, pull the customer up in K. customer maintenance, press S for Discount Schedule, type in MAT in the first line and press page down. At the Matrix Table press Page Down you will get the following prompt: "Would you like to add additional price Matrixing Y,N,I. You need to pres I here.
You will be prompted with "Enter account to Import from. Enter the default account number (111-1111) that you have built and it will import all that you have entered on the default matrix customer's page onto the matrix for this customer.
