Assign Price Break Categories to Clients (or Ship To addresses)

After price break categories have been established, the next step is to assign those categories to the Clients and/or Ship To addresses who will receive the price breaks.

Price break categories can be assigned in several ways:

  1. Assign price breaks to a single client.
  2. Assign price breaks to multiple clients.
  3. Assign price breaks by ship to address.

Assign price break categories to one client

  1. Navigate to Sales -> Sales Master (or Clients).
  2. Find and open a single client to modify the price breaks for.
  3. Go to the Account Info tab.
  4. In the Price Break Type list area, use the ➕ symbol and 🗑️ icon to add or remove price break categories as needed.

The order in which the Price Breaks appear here on the Client screen denotes the priority for each Price Break Level. The first price break in the list is considered to be the Client's "default" price break.

In the example below, the Client belongs to the Wholesale and the Retail price break categories (in that order of priority).

  • The system will begin by pricing products at the Wholesale level as first priority. In this instance, if both Wholesale and Retail price breaks are defined for the same product, Retail price breaks will be ignored since Wholesale has first priority.
  • If a Wholesale price break is not defined for a product then the system will look for price breaks at the Retail level.
  • If neither Wholesale nor Retail price breaks are defined for a product then the system will price the item at its default Sell Price.
Client - Price Break list

Assign price break categories to multiple clients

  1. Navigate to Sales -> Sales Master (or Clients).
  2. Find and highlight multiple client records to modify the price breaks for.
  3. Go to the List menu (top of the screen) and select Global Replace.
  4. From the Price Break menu, select the price break category to be assigned to the selected clients.
  5. (Optional) Check either of the additional settings defined below.
  6. Click OK to save.

Optional settings:

  • Clear Existing Price Breaks: Check this option to clear all existing price breaks for the selected clients and replace with the newly assigned price break category.
  • Make Default Price Break: Checking this option indicates the selected price break category will be assigned as the default price break for all selected clients. In other words, the price break will be at the top of the list on the client record.
Global Replace - Price Breaks

Assign a price break category to a Ship To address

  1. Navigate to Sales -> Ship/Bill To.
  2. Find and open the Ship To address to assign a price break category.
  3. Open the Price Break Type Dflt menu and select a price break category.
  4. Click OK to save.

If the system encounters a price break category on the Ship To address and on the Client, the price break on the Ship To address will take priority.

Ship To address - Default Price Break