Setting up Price Policies

Price Policies are collections of price rules for Products (or groups of products) that can be shared between customers (or whole groups of customers). Using price policies helps you to maintain pricing rules with the least possible elemental changes. Each price policy has a name and notes.

To set up Price Policies:

1. Open the Debtor account for whom you want to set up the price rule.

2. Click on the Discounts/Prices tab.

3. Click on the Setup Price Policies button. The Price Policy Setup window is displayed.

4. Click the New icon.

5. Complete the fields on the Details tab.

6. Click on the Price Rules tab, and then click the Add Item button to set up the price rules you want to use for this price policy. Use this table Setup Price Rule window fields to complete the fields in the Price Rules window.

7. Click on the Accounts tab, and then click the Add Item button to add any specific debtor accounts you want this price policy to apply to.

8. Click on the Price Policy Groups tab, and then click the Add item button to add any Debtor Price Policy Groups you want this price policy to apply to.

9. Click Save.