Customer Group Pricing
The Customer Group Pricing feature introduces advanced capabilities for managing customer-specific pricing strategies. It enables businesses to define, simulate, and apply special pricing policies tailored to logical customer segments, improving flexibility, profitability, and market responsiveness.
Enable Customer Group Pricing
Use these instructions to enable Customer Group Pricing functionality.
2. For each user, verify that the following user rights are set to provide proper access:
Customer Group Pricing Workflow
Follow this suggested workflow to achieve the most benefit from using the feature:
1. Create a Special Price Folder
◦ Set the Folder Type to Customer Group Pricing
◦ Set the user permissions and segments
2. Create the Customer Groups
3. Create the Customers and assign the Customer Groups to the Customers.
4. Create Customer Group Price Offset Codes:
◦ Add Customer Group Price Offset Code Details
◦ Enter adjustment percentages for all customer groups
◦ Assign customer groups and segments
5. Create the Special Price Approval Workflow
◦ Assign customer groups and segments
◦ Assign approval roles and permissions
6. Create a Special Price Policy
◦ Assign customer groups and segments
◦ Define the Price Setting Rules
◦ Run the Special Price Policy and review the output in the Details section of the Result tab
7. Manage the output on the Special Price Actions page