Is there a report that lists all Customers and their default pricing or discounts?
FollowThere is no direct report that will shows all current discounts and pricing on a per customer, tier or quantity level. However, you can use the Price List Enquiry, Product Pricing, Customers and Customer Pricing exports to review any discounts or special pricing that is currently set for your stock.
Price List Enquiry
The Price List Enquiry will display all your sellable products with their default sell price and each sell price tier's current value. The prices listed will apply to Sales Orders for Customers based on the Sell Price Tier they have allocated to their customer record, provided they don't use Customer Pricing.
To access the Price List Enquiry:
- From Unleashed's main menu, go to Reports, Inventory and select Price List Enquiry.
- Use the filters available to refine your report for the products you want to review.
- Click Run.
Product Pricing
The Product Pricing export will generate a CSV file that includes any quantity price breaks that have been set for sellable products.
To review your inventory's Product Pricing:
- From Unleashed's main menu, go to Inventory, Products and select Import/Export.
- Go to the Export drop own menu and select Product Pricing.
- A pre-populated Product Pricing template will be generated with all current quantity price breaks per product.
Customers and Customer Pricing
The Customers export will clarify if a default percentage discount has been set for a Customer:
- From Unleashed's main menu, go to Customers and select Import/Export.
- Go to the Export drop own menu and select Customers.
- A pre-populated Customer template will be generated, with the each customer's default percentage discount shown in the Discount (%) field.
The Customer Pricing export will detail if any customer specific pricing has been set for your products or product groups:
- From Unleashed's main menu, go to Customers and select Import/Export.
- Go to the Export drop own menu and select Customer Pricing.
- A pre-populated Customer Pricing template will be generated, with the each customer's product or product group pricing or discounts included.