Why price lists
Some customers negotiate a contract rate that overrides the default coating-config pricing. Rather than editing every SO manually, create a Customer Price List so the price auto-fills.
Menu: Plating → Configurator → Customer Price Lists.
Create a price list entry
Click + New:
| Field | Purpose |
|---|---|
| Customer | Which customer this list applies to |
| Coating Config | Which coating (one entry per customer × coating) |
| Valid From / Valid To | Date range — blank = always |
| Price Bands | Quantity × Unit Price rows |
| Notes | Free text for the estimator's benefit |
Price bands
Each row = min_qty → unit_price. Example:
| Min Qty | Unit Price |
|---|---|
| 1 | $12.00 |
| 50 | $9.50 |
| 250 | $7.75 |
| 1000 | $6.00 |
Order a qty of 150 → system picks the 50-band → $9.50/pc.
How it auto-fills
In the Direct Order wizard or Quote configurator, when you pick:
- A customer who has a price list
- A coating the price list covers
- A quantity
…the system searches (customer, coating, qty, today's date) against price lists. If a match is found, Unit Price auto-fills. Otherwise it falls through to the coating config's default.
Price list always wins over the coating's default price. It does not override the Pricing Rule formula — but estimators can manually overwrite Unit Price on the line at any time.
Expiring an entry
Set Valid To = yesterday. New orders won't match; existing SOs/invoices keep their cached price.
Don't delete — past orders lose their audit trail of "what price was in effect when".
Bulk refresh (annual contract renegotiation)
When prices go up across a customer's whole sheet:
- Select all their entries in the list.
- Action → Archive to retire.
- Create new entries with new Valid From = today.
Or: edit each in-place — cleaner if you're just nudging prices.
What can go wrong
Price didn't auto-fill
Valid-from date might be in the future, or valid-to passed. Check the band boundaries — 50–249 means 250 won't match the 50 band.
Two price lists match the same (customer, coating)
Shouldn't happen but can if someone duplicated. System picks the most-recently-created one. Archive the old.
Price is lower than cost
System doesn't enforce margin — if you enter $0.01 it accepts it. Have a manager review new entries.