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How Do I Set Up Customer Specific Pricing in AQ?

Customer specific pricing allows a subscriber to define a discount and/or markup to be used when quoting a specific manufacturer’s items for a particular customer.

 Open the Customer’s Company Record
  1. Navigate to the Contacts tab.
  2. Inside of the Contacts screen, search for the customer.
  3. Locate the customer in the search results and right click on the row.
  4. Select Edit Company from the pop-up menu.

 

AQ_Customer_Specific_Pricing_Edit_Company

The Edit Company dialog will open.

 

AQ_Customer_Specific_Pricing_Edit_Company_Dialog

Add a Manufacturer

Next, add a manufacturer to the company and set a discount and/or markup.

  1. Select the Customer Specific Pricing tab.
  2. Click on the Add Manufacturer button.
  3. Search for & Select a Manufacturer to Add.
  4. Click on a search result to choose that manufacturer.

 

AQ_Customer_Specific_Pricing_Add_Manufacturer

  1. Press the OK button to add the manufacturer.

 

AQ_Customer_Specific_Pricing_Add_Manufacturer_OK

  1. Under Customer Specific Pricing, type in a Discount and/or Markup in the row next to each added manufacturer.

 

AQ_Customer_Specific_Pricing_Discount_Markup

  1. Press the OK button to finish.

Now when adding the company to a project and/or quoting items, the specific manufacturer’s discounts and/or markups will be used.

 

AQ_Customer_Specific_Pricing_Applied_To_Project