Reviewing and Updating Customer Sizes

Reviewing and Updating Customer Sizes for Strategic Pricing

Periodically, your customers might move into a different customer size within their category, or you might decide to set your thresholds differently, which requires you to review and move customers into a different size. Grouping a customer in a size group helps to further define the market segment that a customer falls into, and also affects the strategic list price calculation.

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.

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

You can also update customer sizes in the Customers section of the Strategic Pricing Maintenance window. Use that window if you need to update a single customer.

Before you can review and update the recommended customer size changes, you need to do one of the following:

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 Customer Size and Sensitivity Update Queue allows you to review the information by customer name, which is mapped to your customer data when you upload the file.

Build the customer size recommendations based on the sales transaction data currently in your system. Building your own data allows you to make size updates to a large number of customers without the Customer Size and Sensitivity Assignment file. Build your own customer size data if you are initially setting up your customers for the Strategic Pricing export, or when you want to review customer sizes on your own, without working with Strategic Pricing Associates.

To review and update customer sizes:

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

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

Note: If you are also reviewing customer sensitivity assignments, see Reviewing and Updating Customer Sensitivity Levels.

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 more than one category. 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 size, select a customer size in this field. Customer sizes range from Very Tiny to Huge. Click the Multiple button to enter more than one size. 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 more than one sensitivity level. 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 a size 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 tom 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 selection is Ship To.
Show Only Recommended Changes	To view only the customers that have a recommended change in their size assignment, select Size in this field. The system shows only those customers whose current size and new size are different.

The queue lists customers alphabetically by name.

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

Review the customers, their current sizes, and their new size recommendations. Update the new size in the New Size field for customers, as necessary.

As you make changes to the recommended sizes, the system saves your changes automatically so you can revisit your changes later, without affecting customer pricing. A customer's pricing does not change until you upload your changes from this queue. Your changes to customer sizes 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.

Note: If you uploaded the Customer Size and Sensitivity Assignments file, the queue does not contain an amount in the Total Sales field for each customer.

When you are finished making changes, update the customer size assignments. The system uploads the customer size for all customers listed in the queue, even if you did not make a change to the size recommendation. For more information, see Uploading Customer Size Changes to Customers.