Managing Price Lists for Customers

Price lists are a means for defining scaled, target group-specific prices for a product, see Special Price Lists and Scaled Prices.

Creating New Price Lists for Customers

To create a new price list for a customer:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Price Lists tab.
    This tab is divided into two sections:
    • Customer Specific Price Lists: Lists the price lists that are explicitly assigned to the customer.

    • Customer Segment Price Lists: Lists the price lists that are effective for the customer via customer segment associations.

  4. In the Customer Specific Price Lists section, click New.
    This opens the New Price List dialog.
  5. Define name and ID for the price list, specify valid-from and valid-to dates if required, and click Apply.
    If no valid-from and valid-to dates are provided, the price list is valid for an unlimited period of time.
  6. Change to the Prices tab to view all products that have prices defined for this price list.
    See Managing Scaled Prices for details on how to define a price for a special price list.
  7. Change to the Target Group tab to define to which customers and customer segments the price list should be applied.
    By default, the new price list is made available to the current customer. To return to the Price Lists tab of the Customer detail view, click Back to List.

Assigning Price Lists to Customers

To assign an existing price list to a customer:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Price Lists tab.
    This tab is divided into two sections:
    • Customer Specific Price Lists: Lists the price lists that are explicitly assigned to the customer.

    • Customer Segment Price Lists: Lists the price lists that are effective for the customer via customer segment associations.

  4. In the Customer Specific Price Lists section, click Assign.
    This displays the available price lists.
  5. Select the intended price list and click OK.
    The selected price list is assigned to the customer. You are returned to the Price Lists tab, which displays the updated Customer Specific Price Lists section.

Unassigning Price Lists From Customers

To unassign a price list from a customer:
  1. Select the channel from the context selection box, then select Customers | Customers.
    This displays all customers and users in a single list view.
  2. Click the name or ID of the customer.
    This displays the Customer detail view.
  3. Change to the Price Lists tab.
    This tab is divided into two sections:
    • Customer Specific Price Lists: Lists the price lists that are explicitly assigned to the customer.

    • Customer Segment Price Lists: Lists the price lists that are effective for the customer via customer segment associations.

  4. Select the assignments that you want to remove.
    In the Customer Specific Price Lists section, select the checkboxes for the price lists that you want to unassign from the customer.
  5. Click Unassign, then OK to confirm the operation.
    The selected price lists are unassigned from the customer.