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How do I assign Prices to a Partner (Customer/Vendor) or Partner Group?

Overview

In metasfresh there are Sales Price Lists and Purchase Price Lists. The sales price lists can be assigned to customers and the purchase price lists to vendors. These two types of price lists can also be assigned to partner groups.

Assign Sales Price List to Customer

In order to obtain a Sales Price List you have to check the box Sales Price List in the corresponding price list entry. Once this is done, you can continue with these steps:

Steps

  1. Open an existing customer entry from your business partners or create a new customer.
  2. Go to the tab “Customer” at the bottom of the page.
  3. Double-click the field Price System of the customer line and select the desired price system from the drop-down list.
  4. metasfresh saves the progress automatically.

Assign Purchase Price List to Vendor

In order to obtain a Purchase Price List you have to uncheck the box Sales Price List in the corresponding price list entry. Once this is done, you can continue with these steps:

Steps

  1. Open an existing vendor entry from your business partners or create a new vendor.
  2. Go to the tab “Vendor” at the bottom of the page.
  3. Double-click the field Purchase Price System of the vendor line and select the desired price system from the drop-down list.
  4. metasfresh saves the progress automatically.

Example


Assign Price List to Partner Group

  1. Open an existing business partner entry or create a new business partner.
  2. Jump to the content of the fieldBusiness Partner Group”. The respective business partner group entry opens up in a new window.
  3. In this window now select the desired Price System.
  4. metasfresh saves the progress automatically.

Example


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