Add a customer class price book

Price books for a customer class will override shop price books.

  1. At the EMMS main menu, select Administration | Tables --> | Administration Tables | Customer | Customer Classes. The Edit Customer Classes change screen appears.
  2. Right-click on the customer class and select Change Price Book. The Edit Customer Class Price Book change screen appears.
  3. Click Add plus.jpg. The Edit Customer Class Price Book add screen appears.
  4. Fill in the fields as required.
  5. Click Enter enter.jpg to save the price book.
  6. Click Change change.jpg to return to the Edit Customer Class Price Book change screen.
  7. Right-click on the price book's effective date and select Base Rate. The Edit Customer Class Base Rate change screen appears.
  8. Fill in the fields as required.
  9. Click Enter enter.jpg to save the base rates.
  10. If required, enter stepped rates, item rates, activity rates, category rates, manufacturer rates, and pay type rates for any of the cost types; turn the PI definition on or off for material cost types; and enter miscellaneous charges for the price book.

Back to Customer Class Price Books