Enter/Change Customer Sales Prices

Customer Sales Price Options

1. Base Price
2. Customer Price Class (groups of customers with same pricing)
   1. Create Customer Price Class
   2. Assign customer to the group from the Customer – Shipping tab ‘Other Settings’.
3. Customer (applies to a specific customer)

Manually Add Customer Sales Price

1.  Navigate to Sales Prices (AR202000) from the Receivables or Sales Orders Workspace.

2. Add a new row + using the icon on Form Toolbar.
3. Select Price Type
4. Select Price Code
   1. If Base Price, leave blank.
   2. If Customer Price Class, select from list.
   3. If Customer, select Acumatica Customer ID.

5.  Enter the Inventory ID.  Use the lookup if needed.

6.  Update the price UOM, if applicable.  The UOM will default to the Sales Unit on the item setup. You can set up pricing for multiple UOM.

7. Enter the Price for the selected UOM.
8. Update the Effective Date and/or Expiration Date, if applicable.  Effective Date will default to today’s date.

9.  SAVE

 Manually Edit Customer Sales Price

1.  Navigate to Sales Prices (AR202000) from the Receivables or Sales Orders Workspace.

2. Enter or search for the Inventory ID
   1. Use the fields in the Header

1. 2. or any of the options available by clicking on the Inventory ID column header

3.  Edit the Price that corresponds to the selected UOM.
4. Update the Effective Date and/or Expiration Date, if applicable
5. Click SAVE.

Upload Customer Prices using Price Worksheet

Prepare File

Ensure the following columns are included in your Excel file. Using these headers will simplify field mapping:

• Price Type
• Price Code
• Inventory ID (Acumatica Item ID)
• UOM (optional – defaults to Sales Unit if omitted)
• Pending Price (new price)
• Effective Date (optional – defaults to today)
• Expiration Date (optional)

 Upload Prices from File

1. Navigate to the Sales Price Worksheet (AR2020PL) from the Receivables workspace.
2. Add new worksheet + using the icon on the Form Toolbar.
3. Enter Effective Date and Description (internal only).  Effective Date can be in the future.  Once released, the customer prices will be used on all sales orders with that data or after.
4. Recommend SAVE after header data entered. 
5. Select Load Records from File icon on the Table toolbar.

6. Follow prompts to navigate to the file containing the Vendor prices.
   1. Select Choose File and navigate to the file.

1. 2. Select Upload in lower corner of dialog box
   3. Select OK to Common Settings popup.
   4. Columns dialog opens.  Spreadsheet columns appear on the left under the Column Name header.  Acumatica fields appear on the right under Property Name header.
   5. Map any fields in Property Name column that are not defaulted.

6. 6. Select OK on dialog when all columns are properly mapped.
7. Prices are uploaded into the Sales Price Worksheet

 Source Price column displays current customer price. Pending Price is the new customer price.

8.  Click SAVE.
9. Remove Hold status on the worksheet.
10. Click RELEASE to activate the new prices.