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Question

Using Customer Prices and discount For parts

athobie
Sidekick (Partner)
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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

    This topic has been closed for comments

    Kalpani Dissanayake
    Superhero (Employee)
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    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
    Sidekick (Partner)
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    • athobie
    • Sidekick (Partner)
    • July 12, 2021

    @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
    Sidekick (Partner)
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    • athobie
    • Sidekick (Partner)
    • July 12, 2021

    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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