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Adding & Editing CSP Profiles & Rules

OVERVIEW

You can create a specific pricing structure for individual or multiple accounts. FullAccess users can create pricing rule profiles that contain prices for one or many parts, and if a particular account is tied to that pricing rule, they will see the profile price. This is done so that when a Sales User is quoting a customer that has a pre-determined, contract or pricing agreement, this special pricing should be visible in the UI once the customer and item(s) have been identified. This is a way to define the list price of a given part, based on customer.

ADMINISTRATION

ClosedAdding a CSP Profile

  1. Navigate from Admin Home Page > Products > Pricing.
  2. Click the Profiles tab.
  3. Click the button in the left panel. A pop-up window will appear.
  4. Enter the Name. The variable name will auto-populate.
  5. Select the Discount Type:
  6. Enter a Description, if desired.
  7. Click Save.

  8. Click within the empty box under Part Number and begin to populate with a part number.

    As you begin typing, the available parts will begin to filter.

  9. Populate discount for each currency. See step 5 for a description of discount types.
  10. Click when you've finished populating the discount or absolute price for each currency.

  11. Repeat steps 9-10 for each part that will be added to the profile.

ClosedAdding a CSP Rule

  1. Navigate from Admin Home Page > Products > Pricing.
  2. Click on the Rules tab.
  3. Click the button in the left panel. A pop-up window will appear.
  4. Enter the Name and Description (if desired). The variable name will auto-populate.
  5. Click Save.

  6. Click within the empty box under Account Name and begin to populate with a part number. Once you begin typing, the available accounts will begin to filter.

  7. Enter Start and End Dates for each account in the rule.
  8. Select ON or OFF to indicate whether the rules should be active or inactive for the account.
  9. Click when you've finished to add the account.
  10. Repeat steps 6-9 for each account that will be added to the rule.

  11. Link a profile, to the rule you created, from the right panel.


ClosedFinal Result


ClosedEditing or Deleting Rules & Accounts

  1. Hover over the account, just past the Status bar.

  2. Click the edit or delete icon.
  3. Hover over the rule name and edit or delete the rule.

    1. You cannot delete a CSP rule until you have removed all linked profiles and deleted all accounts.

NOTES

RELATED TOPICS

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