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8.2. Assigning a Pricing Schedule to Customers

The following steps will assign the newly created pricing schedule to customers:

  1. Navigate to Sales > Pricing > Pricing Schedule Assignments, as shown below:

    List Pricing Schedule Assignments

  2. Select the NEW button.

    Pricing Schedule Assignment

  3. On the New Assignment screen, choose from the following options:

    Selected Customer

    Use this to select just one customer to assign a price schedule to.

    Selected Customer Ship-To

    Use this to assign a pricing schedule to a specific ship-to for a specific customer.

    Selected Cust. Ship-To Pattern

    Use this to apply a pricing schedule to a customer ship-to pattern.

    Selected Customer Type

    Use this to apply a pricing schedule to a customer type.

    Customer Type Pattern

    Use this to give a search pattern for assigning customers, (e.g., the pattern ".*" would apply to all customers.

  4. Select SAVE when complete.