Key Features
- Customer-Specific Prices: Automatically apply the last custom price for each customer upon adding the product on the sales order line.
- Flexible Configuration: Specify whether to apply historic pricing as a general rule across all customers or only specific customers that you choose.
- Discount History: Track and apply the last given discount for customers on newly created orders.
- Times-to-go-back Control: Specify how long the system shall look for customer specific prices and discounts and apply them on sales order.
- Multi-company Support: Supports different configurations per company.
How It Works
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Configuration.
- Go to General Settings -> Companies.
- Activate history pricing by selecting either By Customer or All Customer.
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Select By Customer.
- Activate Apply Discount History to give the customer the latest discount.
- Set History Pricing Time-to-go-back to specify the duration for which the discounted price is valid in months.
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Activate/Deactivate History Pricing.
- On company contact form, activate Discount History so the latest price will be given on SO/INV.
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Usage.
- When creating a sale order, if history pricing is active for the customer, the latest prices and discounts will be applied automatically.
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