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What is the Customer Pricing hierarchy?

Heather Worthington avatar
Written by Heather Worthington
Updated this week

The below diagram describes the how product prices are populated in Sales Orders, based on the Customer Pricing hierarchy.

QPB-diagram-updated_discount.png

Unleashed follows the below precedence when it comes to applying product prices on a sales order:

  1. Customer Pricing takes precedence when populating a product's price in a Sales Order.


  2. If the product or product's Product Group is not included in the customer's Customer Pricing or does not fall into the Valid To and From date range the product's price in Quantity Price tab, in the product's Sale tab, will apply.


  3. If the product does not have any Quantity Prices set, or the Quantity Price's Valid To and From or Min. Quantity requirements are not met, the Customer's Sell Price Tier will apply. If a Discount % is set in the customer's record, this discount will apply on top of the Sell Price Tier.



    Each Sell Price Tier's price is set in the product's Sale tab, under Sell Price Tiers.


  4. If a Customer does not have a Sell Price Tier allocated, the product's Default Sell Price will apply.

Customer Pricing hierarchy example

If I create a Sales Order for the customer "1234" selling product "red handbag":

  1. Unleashed will look at the Customer Pricing section for customer "1234" to see if there are any specific prices added for the product "red handbag" or the Product Group that "red handbag" belongs to.

  2. If no Customer Pricing is found, Unleashed goes to the Quantity Price section in the product record "red handbag", to see if there are any specific prices added there, with conditions like order quantity, date range, etc. are met.

  3. If no Quantity Price is found, we go back to the customer record "1234" and look up the Sell Price Tier allocated to the customer (if any). If a Sell Price Tier is allocated, Unleashed will apply the price provided in that Sell Price Tier's field in the product's Sale tab (in the Sale tab).

  4. If no Sell Price Tier is allocated to the customer, Unleashed will use the product's Default Sell Price.

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