CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
It is a very standard requirement to be able to offer different pricing to different types of customers (eg VIP customers, loyalty programs, etc).
Whilst it does seem possible to assign a (single) pricelist to a customer there is no way to use a certain pricelist for a whole customer group, or for that matter to even define a customer group explicitly apart from the flat structure of a partner tags (as is used for contact segmentation).
If we must use tags to define customer group information then is there a way to assign a pricelist to a tag, so that it is used as a default or replacement for the customer defined pricelist.
What I would do for that is to install the module of Serpent CS "mass_editing". It allows you to edit in batch a field for a bunch of partners for example...
So you can segment your partners by giving them a Tag as "VIP Customers"
Call them in a list view, Select them all and use the Mass Editing button you have created with this new module to update their field "Sales Pricelist" to the Price list you want to give them.
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|Asked: 11/19/14, 1:43 AM|
|Seen: 2002 times|
|Last updated: 3/16/15, 8:10 AM|