Reviewing and Updating Customer Sensitivity Levels in Strategic Pricing
(Available with Platinum Pricing Service tier)

Periodically, your customers sensitivity level might change. Using the Customer Size and Sensitivity Update Queue, you can review and make any necessary changes to the new sensitivity level prior to updating your customers' sensitivity levels, and thus changing their pricing. You can use the queue to review and make changes to only customer sensitivity, customer size, or to both customer sensitivity and size.

Note: We recommend reviewing and making updates to your customer sensitivity on a yearly or twice yearly basis, or on the guidance of Strategic Pricing Associates.

Before you can review and update the recommended customer sensitivity changes in the Customer Size and Sensitivity Update Queue, you need to upload the Customer Size and Sensitivity Assignment file that Strategic Pricing Associates provides to you. Because the Customer Size and Sensitivity Assignments file from Strategic Pricing Associates contains only customer IDs and not customer names, uploading the file and then viewing it in the queue allows you to review the information by customer name, which is mapped to your customer data when you upload the file.

Note: You can also use the Customer Size and Sensitivity Update Queue to update customer sizes based on sales transaction data gathered in a file created using the Customer Size Update utility. If you are viewing data that was built using the utility, you can view the sensitivity settings in the queue, but you are unable to change the sensitivity settings.

To review and update customer sensitivity levels:

1. From the Maintenance > Price Maintenance > Strategic Pricing menu, select Customer Size and Sensitivity Queue to display the Customer Size and Sensitivity Queue window.

2. Enter the selection criteria at the top of the window and click Update to display customers and their sensitivity recommendations.

   Note: If you are also reviewing customer size assignments, see Reviewing and Updating Customer Sizes.

   Field	Description
   Category	To view size and sensitivity assignments for customers in a single category, select a category in this field. Click the Multiple button next to the field to enter categories. To view customers in all categories, leave this field blank. Customer categories are defined in the Strategic Pricing Customer Category control maintenance record. A customer must be assigned to a category to use strategic prices.
   Size	To view size and sensitivity assignments for customers that are currently assigned a specific customer size, select a size in this field. Customer sizes range from Very Tiny to Huge. Click the Multiple button next to the field to enter multiple sizes. To view customers of all sizes, leave this field blank. A customer must be assigned a size to use strategic prices.
   Sensitivity	To view size and sensitivity assignments for customers that are currently assigned a specific sensitivity level, select a level in this field. Click the Multiple button next to the field to enter multiple sensitivity levels. To view customers in all sensitivity levels, leave this field blank.
   Date Last Updated	To view customers that have not had a size or sensitivity update since a specific point in time, enter a date in this field. The system displays only customers that have not had an update since the date you enter.
   Customer	To view the size and sensitivity assignments for one or more customers, enter the customer name in this field. Click the Multiple button next to the field to enter multiple customers.
   Customer Level	To view size and sensitivity assignments for only bill-to or ship-to customers, select Bill To or Ship To in this field. The default is Ship To.
   Show Only Recommended Changes	To view only the customers that have a recommended change in their sensitivity level, select Sensitivity. The system shows only those customers whose current sensitivity and new sensitivity are different.

The queue lists customers alphabetically by name.

3. If the Current Sensitivity and New Sensitivity fields are not visible in the window, select Sensitivity Only or Size/Sensitivity from the Change View menu.

4. Review the customers, their current sensitivity levels, and their new sensitivity recommendations. Update the sensitivity in the New Sensitivity field for customers, as necessary.

As you make changes to the recommended sensitivity levels, the system saves your changes automatically so you can revisit your changes and make additional adjustments later, without affecting customer pricing. However, a customer's pricing does not change until you upload your changes from this queue. Your changes to customer sensitivity levels display in Bold.

Right-click a row in the queue and select Delete Row to remove the customer from the queue. The customer is not included in the update.

5. When you are finished making changes, update the customer sensitivity assignments. For more information, see Uploading Customer Size Changes to Customers.

See Also:

Updating Customer Sensitivity Levels Overview

Uploading Customer Sensitivity Changes to Customers