Set Up or Maintain Customer and Item Pricing

Sage 100 checks the customer, date, item, and quantity to determine the correct pricing method. You can manually override the unit price.

Follow these steps to set up or maintain pricing and understand the hierarchy. The Item Pricing Hierarchy is as follows from highest to lowest.

1. Sales Promotion

   • Highest priority if active and offers a lower price
   • Set up in Inventory Management, Sales Promotion Maintenance

2. Customer Price Schedule (Customer Pricing)

   • Contract pricing for specific customers and items
   • Access via Inventory Management, Item Maintenance, More, Pricing, then Customer Price Schedule
   • Or via Accounts Receivable, Customer Maintenance, More Items, then Pricing
   • Pricing Methods include Cost Markup Amount, Cost Marking %, Price Discount Amount, Price Discount %, Price Override
   • Quantity Breaks are available for price levels

3. Item Pricing (Alphanumeric Price Level).

   • The system matches the customer’s price level and the item's Item Pricing to determine the price
   • Set up Item Pricing in Inventory Management, Item Maintenance, More, Pricing, Item Pricing, then Pricing Option
   • Pricing Methods include Cost Markup Amount, Cost Marking %, Price Discount Amount, Price Discount %, Price Override
   • Quantity Breaks are available for price levels
   • Assign Price Levels via Accounts Receivable, Customer Maintenance, then Additional

4. Item Pricing (Standard Price Level).

   • The system uses a standard price level if the customer doesn't have a price level assigned
   • Or, when no match between the customer's price level and the item's price level
   • Set up Item Pricing via Inventory Management, Item Maintenance, More, Pricing, then Pricing Option
   • Create a blank price level in Item Pricing Maintenance
   • Pricing Methods include Cost Markup Amount, Cost Marking %, Price Discount Amount, Price Discount %, Price Override
   • Quantity Breaks are available
   • Set up customer's price level via Accounts Receivable, Customer Maintenance, then Additional

5. Price Code (Alphanumeric Price Level).

   • Pricing by price code assigned to items or product lines
   • You can assign the price code as a default for new items in a product line
   • Used if there's a match between the customer's price level and the item's price level
   • Set up Price Codes via Inventory Management, then Price Code Maintenance
   • Quantity Breaks are available
   • Assign the customer's price levels via Accounts Receivable, Customer Maintenance, then Additional
   • Assign the default price code for a Product Line via Inventory Management, then Product Line Maintenance

6. Price Code (Standard Price Level)

   • Used if the customer doesn't have a price level
   • Or, there's no match for the customer’s price level and the item's price level
   • Set up Price Codes via Inventory Management, Price Code Maintenance 
   • Create a blank price level in Price Code Maintenance
   • Quantity Breaks are available
   • Assign the customer's price level via Accounts Receivable, Customer Maintenance, then Additional
   • Set up default price code for a Product Lines via Inventory Management, Product Line Maintenance
   • Assign the price code to an item code via Inventory Management, Item Maintenance, then Additional

7. Standard Price

   • Default price if no other pricing applies
   • Set up Standard Price for an Item Code via Inventory Management, Item Maintenance, under Main tab

 NOTE:  

• You can apply the discount at the line item level or total sales level in Sales Order
• You can also use Pricing by Total Quantity. See What is Item Pricing by Total Quantity? How to set up Item Pricing by Total Quantity