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Overview


Excerpt

Komet allows the user to create a Price List with different Locations and Customers.


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titleInformation

This option is only available for companies with multiple locations.

 

This option is used when the company has multiple locations and wants to manage their prices based on Locations or Customers. Once the prices are established, the change will be reflected in the system so that the price shown on screen is based on customer and location.

 

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titleSetting up Price List per Location


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titleInformation

The Sales Managers will only have access to the price associated with their location. Admins will have access to all company price lists.

 

Follow the steps bellow to set it up

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Ui step

Go to Setup >> Click on Price Lists tab >> Select the Price Lists link.


Ui step

 To assign a specific location for your Price Lists, look for the location using the filters. Then, go to Actions >> Click on Edit.


Ui step

A pop-up window called "Add Price List" will appear. There you have a "Locations" field in where you can enter the different locations that you want to have the Price List available for. After adding the locations click on Save. The Price List will apply for the customers associated with that specific location(s). 

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titleAssigning Customer to a Price List


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titleInformation

Keep in mind the following information when associating Locations and Customers to a Price List

  • A customer cannot be associated in the same location with two or more different Price Lists of the same type.
  • The customer's list depends on the locations selected for the Price List.


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Ui step

To assign the Price List to a specific customer go to Actions column > Click on Associate Customers.


Ui step

A pop-up called "Associate Customers to Price List" will appear. There you will have a list of the customers available depending on the Locations per Price List and Customers to be associated. They should be associated to the same location and price list to work properly.


Ui step

Then, select the customers that you want to associate to the Price List. You can select them one by one. Click on the customer that you want to select and then click on the transfer key pointing towards the Selected Customer field box.  


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 You can also select them all at once. Click on the key with two arrows that points to the right side and the system will move all the available customers.


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To unselect a customer already selected you can use the key with one arrow pointing back to heAvailable Customers field box, or you can just use the key with two arrows to unselect all of them at once.


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 Finally, Click on Save and a yellow confirmation pop-up window will appear.

Ui step

After assigning the Price List to a specific customer, you will be able to see this information in the Setup > Customers > search for a specific customer once found, go to the "Actions" column click on "Edit" then click on the Price List tab. There you will see the Price List assigned to that customer along with the Location.





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titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max10
showSpacefalse
sorttitle
cqllabel in ( "price-list" , "pricing" , "locations" )
labelspricing, price-list, locations


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