Assigning Customers to Categories for Strategic Pricing

Define the valid customer categories in the Strategic Pricing Customer Category control maintenance record. You can define as many categories as is appropriate for your business, however Strategic Pricing Associates recommends using approximately six categories. Typical Categories include Contractor, OEM, and Dealer.

You need to assign each customer to a category prior to exporting your data for Strategic Pricing Associates.

Note: In addition to the procedures below, you can also assign categories using the Eclipse mass load functionality.

From the Files > Price Maintenance > Strategic Pricing > Strategic Pricing Maintenance menu, select Customer Maintenance to display the Strategic Pricing Customer Maintenance screen.
In the Customer field, enter or select the customer to assign to a category.
In the Customer Category field, select the category to assign to the customer.

The drop-down list displays the customer categories defined in the Strategic Pricing Customer Category control maintenance record.

Press Esc to save the customer category setting.

From the Files menu, select Customer to display the Customer Maintenance screen and display the customer record to which you want to assign a customer category.
Use the Pricing hot key and then the Add'l hot key to display the Additional Customer Pricing/Printing Data screen.
In the Strategic Pricing Category field, select the category to assign to the customer.

Press F10 to display the customer categories defined in the Strategic Pricing Customer Category control maintenance record.

Press Esc to return to the Customer Pricing/Printing screen.
Press Esc to save the customer record and exit the screen.