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Manage price bands

If you want to offer different sales prices to different customers, set up price bands, item prices (within the bands), and then select the customers which belong to each band.

To add and maintain price bands

Open: Price Book > Price Bands > Maintain Price Bands.

If you have not set up price bands before, the only price band in the list is the Standard price band. It uses base currency and has a value of 0 (zero). Customers are automatically linked to the standard price band unless you link them to another price band.

Note: You must add prices to the standard price band before adding other price bands.

1. To add a price band, click Add.

   1. Enter a name for the price band.
   2. Specify the currency of the price band.

   Note: Currencies are defined in Accounting System Manager.

   3. Enter a description of the price band, if required.
   4. Specify a starting selling prices option for the band. Choose one of three options:

   When you set up price bands, you can decide whether or not you want prices in other price bands to change automatically to reflect changes in prices in the standard group. This can make maintenance easier as you only need to make the changes once to your standard price group.

   1. Set all prices to 0.00000.
   2. Set prices to be the same as price band. You need to select the band from which prices are to be copied. This is useful if most of the prices you want to use in this price band are the same as an existing one. You can then edit the items that need to be priced differently.
   3. Link the prices to the standard prices. Use this option if you always want to charge the same price as the standard price band for the majority of stock items. The prices will be linked to the standard band, so that as you change the standard prices the ones in this band are changed automatically. Again, if there are individual items where a different price is required, you can edit it manually. However, once edited, it will no longer be linked to the standard band.

   Note: Each stock item that you have has a price associated with it. Using any of these options does not prevent you changing prices subsequently.

2. To edit a price band, select the price band and click Edit.

   1. Change the name, if required.
   2. Change the description, if required.
   3. Click OK.
3. To delete a price band, select the price band, and click Delete.

Note: Any customers linked to the price band you have deleted are linked to the standard price band again.

4. Click OK to save the information.

To link and unlink customers

Open: Price Book > Price Bands > Maintain Price Bands.

• Select any price band but the Standard price band.
• Click Link to Customers.

Open: Price Book > Price Bands > Link Customers to Price Band.

• Select the price band.

1. To link customers

   1. Click Add Customers.
   2. Select the customers to add to the price band.

   Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   3. Click OK.

   If a customer is linked to another price band, confirm that you want to link the customer to this price band instead.

2. To unlink customers

   1. Select the customers you want to remove from the price band.
   2. Click Remove Customers.
   3. Click OK.
3. Click Close.

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