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11.10.2.  Prices by Customer
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11.10.2.  Prices by Customer

To display a list of prices by customer, go to Sales > Pricing > Reports > Item Prices by Customer. The following screen will appear:

Prices by Customer

When displaying prices by customer, you are presented with the following options:

Customer #

Enter the customer number of the customer whose item prices you want to view. The lookup feature located to the right of the field leads to a searchable customers list. You may also access this list using the keyboard shortcut CTRL + L. Once a customer number is entered, the customer name and billing address will display. Select the ? or $ symbol to view customer information for the specified customer. If a customer's credit is good, the button will feature a black question mark (?) icon. If the customer is on credit warning, the icon will turn into an orange dollar sign ($). A red dollar sign ($) indicates the customer is on credit hold.

Item Number

Enter an item number if you want to display customer-specific pricing by item. Entering a number in this field is optional.

Show Expired Prices

Select to display expired prices.

Show Future Prices

Select to display future prices.

Show Costs and Margins

Select to show costs and margins using one of the following costing parameters:

Use Standard Costs

Select to show costs and margins using standard costs.

Use Actual Costs

Select to show costs and margins using actual costs.

Prices

Display lists prices for the specified customer. Cost and Margin columns will also appear if the Show Costs and Margins parameter is selected. If the margin is negative, the value will display in red type.

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11.10.1.  Prices by Customer Type Home 11.10.3. Prices by Item