The below diagram describes the how product prices are populated in Sales Orders, based on the Customer Pricing hierarchy.
This hierarchy also applies to pricing displayed in the B2B Store. This strict hierarchy aids in predicting pricing outcomes and resolving potential discrepancies, ensuring a consistent approach.
Unleashed follows the below precedence when it comes to applying product prices on a sales order:
Customer Pricing takes precedence when populating a product's price in a Sales Order.
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.
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.
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":
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.
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.
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).
If no Sell Price Tier is allocated to the customer, Unleashed will use the product's Default Sell Price.
Addressing pricing discrepancies across customers
Differences in pricing outcomes often stem from whether Customer Pricing is configured in a customer’s record or not. Here’s how this affects pricing:
With Customer Pricing:
The system prioritises Customer Pricing over Quantity Prices (and all subsequent levels in the hierarchy).
Any volume discounts or tiered pricing will not apply if Customer Pricing is already defined for the customer.
Without Customer Pricing:
Customers may still benefit from Quantity Prices in addition to any general discounts configured at the main record level.
This explains why one customer with a general discount sees Quantity Pricing, while another with Customer Pricing does not.