Question

Using Customer Prices and discount For parts

athobie
Rank
Userlevel 4
Badge +11

Hi,

For a part, if I want to define different prices that are used after for quotes done on the field :

  • Standard price
  • Customer price , Discount

What I need to do in FSM ?  

On the part transaction, I can define one price for the part, but for specific prices by customer :

What transaction could I use to set prices ?  

What transaction could I use to set discount ?

Do i have to define business rule to apply the customer price instead the standard price ?

Then all these prices should be available/displayed in FSM mobile for the technician.

Thanks and Regards

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3 replies

Kalpani Dissanayake
Rank
Userlevel 6
Badge +20

Hi @athobie 

 

You can use the “Part pricing” screen to fulfill your requirement. You can define your rule based on different parameters and part prices, adjustment amount accordingly. Hope this may help. 

Kalpani
athobie
Rank
Userlevel 4
Badge +11

@Kalpani Dissanayake 

Hi,
Could you please give an example of part pricing settings for a specific customer that could be used when a quote is created ?

 

Thanks and Regards

 

anthony thobie

 

athobie
Rank
Userlevel 4
Badge +11

Hi again @Kalpani Dissanayake 

 

To be honest I didn’t find a screen where we can define : For the customer X the price for the part Z is 100. And then the price is used in a quote. In the Part Pricing transaction, I didn’t find a way to set the price for a customer.
Could you please give details about the process ?

Thanks and regards

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