How to configure Price Level Vs Customers?
Applying price level to customers
All the Price levels created using Price Level Master, Price Level Vs Items, Price Level (Generic) can be mapped with the customer name so that the price levels are automatically applied upon selecting the customer name in the billing screen.
There are two ways of giving price levels for customers:
1. Using Customer Master
2. Using Customer Category Master
Customer Master
1. Click Customer >> Master >> Customer Master (CTRL + SHIFT + C). The Customer Master screen is displayed.
2. Enter the details in the required fields.
3. Click Misc tab.
4. In the Price Level Type field, select from the following options-
- Apply from Price level Master - To apply the price levels from Price Level Master
- Apply from Price level Table- To apply the price levels from Price Level Vs Items
- Apply from Price level Table then Price level Master - To apply the price levels first from Price Level Vs Items and then from the Price Level Master. The item is verified for the price level first in the price level vs items. If the item is not mapped here, then it is automatically applied from price level master.
- Apply from Customer Category Master - To apply the price level from Customer Category Master
- Apply from Price level generic - To apply the price level from Price level generic
Note: Select the option Apply from Customer Category Master if you have mapped a category in the Customer category field. For details, click here
5. Click Save or press F6 to save the Customer Master.
The price level mapped to the customer is automatically applied while selecting the customer at the time of billing.Other features:
1. Price level - Common
To apply the price levels in Sales and Delivery Note, select the option in the field Price level - Common.
2. Price level - Quotation
To apply the price levels in Quotation, select the option in the field Price level - Quotation.
3. Price level validation
Use this field to set time limit for the price level.
In the Price level validation required? field, select the option Yes and enter the dates in From Date and To Date fields.
Illustration
For the above customer, the price level type is selected as shown in the below image.
1. In the Pricelevel Type field, select Apply from price level generic.
2. In the Price Level - Common field, press Enter. The Price Level LOV is displayed. Select the type of Price level Generic from the LOV.
3. Click Save or press F6 to save the Customer Master.
Applying Price level (Generic) in the Billing screen.
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