The combination of customer categories and customer sizes is used to drive pricing assignments and calculations in Strategic Pricing. Using your export data, Strategic Pricing Associates recommends customer sizes for you using thresholds based on sales dollars or items invoiced. Periodically, your customers might move into a different customer size within their category, or you might decide to set your thresholds differently, which might require you to review and move customers into a different size.
Note: We recommend reviewing and making updates to your customer sizes on a yearly or twice yearly basis, or on the guidance of Strategic Pricing Associates.
To update customer sizes, do the following:
Upload the Customer Size and Sensitivity Assignments file from Strategic Pricing Associates, and review the existing and recommended customer size assignments in the Customer Size and Sensitivity Update Queue. Customer sensitivity is only included in this file if you subscribe to the Platinum Pricing Service.
If you do not have a Customer Size and Sensitivity Assignments file from Strategic Pricing Associates, you can gather the changes to customer sizes based on the transaction data that exists in your system for each customer that has a customer category assignment.
Review the existing and recommended customer size assignments.
Upload the changed customer sizes, which updates pricing for those customers.
See Also:
Building the Customer Size Update File