Pricing workspaces

Open: Price Book > Enquiries > Customer Prices.

Use this to see information about your customer price lists.

You can:

• Highlight a customer and see the stock item prices for that customer.

• Open a related workspace with the content already filtered. For example, if you want to see the customer's discount, select the customer (using the check box) and choose Actions > Customer Discounts Enquiry. The Customer Discounts Enquiry workspace opens with the list customers filtered.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the list of customers. Use the filter options to see information such as customers by discount group, or customers by price band.
• Sort and filter the list of stock items. Use the filter options to see information such as such items that use standard prices.
• Find a specific customer or stock item. For example, use the toolbar filter to find a customer by reference or name or a stock item by item code or name.
• Print a list of the customers or item prices that you are interested in.
• Export the list of customers or item prices that you are interested in to an Excel spreadsheet.

Open: Price Book > Enquiries > Customer Discounts.

Use this to see information about your customer discounts.

You can:

• Highlight a customer and see the order value discounts, product group discounts, stock item discounts for that customer. In addition you can see the other customers in the same discount groups.

• Open a related workspace with the content already filtered. For example, if you want to see the customer details, select the customer (using the check box) and choose Actions > . The Customer Account Enquiry workspace opens with the list customers filtered.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the lists of customers or discounts. Use the filter options to see information such as all customers in a discount group or customers by price band.
• Find a specific customer or stock item. For example, use the toolbar filter to find a customer by reference, name or price band.
• Print a list of the customers or discounts that you are interested in.
• Export the list of customers or discounts that you are interested in to an Excel spreadsheet.

Open: Price Book > Enquiries > Stock Item Prices.

Use this to see details of your stock item prices.

You can:

• Highlight a stock item and see the all the prices for that stock item.

• Open a related workspace with the content already filtered. For example, if you want to see the stock item details, select the stock item (using the check box) and choose Actions > Stock Status Enquiry. The Stock Status Enquiry workspace opens with the list of stock items filtered.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the list of stock items. Use the filter options to see information such as stock items by product group.
• Find a specific stock item or price band. For example, use the toolbar filter to find a stock item by reference or name.
• Print a list of the stock items or prices that you are interested in.
• Export the list of stock items or prices that you are interested in to an Excel spreadsheet.

Open: Price Book > Enquiries > Stock Item Discounts.

Use this to see information about item and product group discounts for your stock items.

You can:

• Highlight a stock item and see the product group discounts and stock item discounts for that customer as well as the customers for the discount group or stock item discount.

• Open a related workspace with the content already filtered. For example, if you want to see the stock item details, select the stock item (using the check box) and choose Actions > Stock Status Enquiry. The Stock Status Enquiry workspace opens with the list customers filtered.

  Note: This option is not available if you have more than one row selected.

• Sort and filter the lists of stock items. Use the filter options to see information such as all items per product group.
• Find a specific stock item. For example, use the toolbar filter to find an item by code or name.
• Print a list of the stock items or discounts that you are interested in.
• Export the list of stock items or discounts that you are interested in to an Excel spreadsheet.

Open: Workspaces drop-down list.

• Select Sales Order Processing > Price Book List .

Use this to see your standard price list.

You can:

• Sort and filter the list of stock items. Use the filter options to see information such as the price of stock items by product group.
• Find a specific stock item. For example, use the toolbar filter to find a stock item by reference or name.
• Print a list of the stock item prices that you are interested in.
• Export the list of stock item prices that you are interested in to an Excel spreadsheet.