Purpose
This function can be used to transfer/delete en masse customer contract pricing or contract price list pricing from one customer/contract price list to another. It can transfer all product contract pricing or selected product groups on the inventory system.
This is not an End of Day transfer or batch process. The transfer of contract pricing takes place immediately on submitting the transfer parameters in the function. The changes cannot be easily reversed.
Data Input
Step 1 – Transfer Details
Select the transfer method you require:
- Copy – copies the details but doesn’t delete the original details
- Move – copies the details and deletes the original details
- Delete – deletes the original details only
From
Customer
Enter the Customer you wish to transfer contract prices from. If you are transferring contract prices set up against a customer, don’t enter a from ‘Contract Code’.
Contract Code
Enter the Contract Price List ‘Code’ you wish to transfer contract prices from. If you are transferring contract prices set up against a contract code, don’t enter a from ‘Customer’.
To
Customer
Enter the customer code you wish to transfer pricing to.
Contract Code
Enter the contract code you wish to transfer pricing to.
Overwrite
Select this option to override any existing prices at the “destination” (To) with the “source” (From) prices.
If you would only like to copy new items to the destination contract pricing, then leave this option un-selected so that no overwriting will occur.
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Step 2 – Specific Group
Product Group
Enter a specific Product Group you wish to transfer by adding to the list. If no groups are entered, all product groups are transferred.
Click Add to include the specific product group to the list. Click the delete icon in the grid to delete any product group row from the list.
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Step 3 – Specific Product
Product
Enter a specific Product you wish to transfer by adding to the list. If no products are entered, all products are transferred.
Click Add to include the specific product to the list. Click the delete icon in the grid to delete any product from the list.
Note that there is no limit to the number of products that can be nominated, and all entries are validated before being added. Any product marked with a bar transaction flag will not be available for use within an entry screen.
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