How-To Set Up a New Customer with Special Pricing

Created by Freshwork RCK, Modified on Fri, 27 Feb at 4:00 PM by Freshwork RCK

1. Setting Up a New Customer with Special Pricing (SAP)

  *   Add BP code to FP Customer Roles
  *   ‘BP Specific Role’ – yes

  *   FP Config
  *   Add BP code
  *   Add price list code
  *   Add customer group code
  *   Add Payment method
  *   Add Freight code
  *   Add Freight name

→ Update

```
  *   BP Master Data
```
- Web Customer – yes
- FP Customer Type
- Contact Persons tab
  - Ensure there are NO duplicate email addresses for contact persons
  - FP Web Enabled - yes
  - FP Web Validated - yes
    → Update

2. Setting Up a New Customer with Special Pricing (FocusPoint)

  *   FocusPoint
  *   Check Inbound Messages

  *   FocusPoint
  *   Go to Customers
      *   Then go to Customer/email
  *   Ensure Role Association is present
  *   Place Order (Impersonate)
  *   _Special Price_ represented on product after sync

*** Have to enable everything you want on the web

```
  *   Enablement is handled at the Item level
```
- Do not need to set web enabled to ‘no’
  - Can leave area blank

  *   User Role ACL
  *   See generic products - products that all customers see
  *   & also see specified products
  *   'Null’ products show everywhere
  *   See everything on price list customer is assigned to
  *   If there is a special price → overrides price list