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Hi Everyone,
Happy New Year!
I have some queries here, and hoping that someone could help share your thoughts.
We have customers with many 'ship to' locations. At this moment, we don't intend to use the customer location to set up, reason is to reduce the data entry. Thus, if the customer has 3 different locations, there will be 3 different customer IDs setup. With this in mind, the customers also have complex pricing. We also set up parent account for the different 'ship to' locations. Few problems arise from this:
1. When setting up the pricing, need to set up 3x for same customer - as during order entry, the system is not able to detect the pricing based on the parent account.
2. Are we able to override the bill to address to the parent account that we attached to? Instead of , overriding the 'bill to' address for every different ship to location?
Thanks for any thoughts rendered...much appreciated.
Can you share more about how separate customers reduces data entry? I would be nervous about using separate customers instead of customer locations for this situation.
1. Have you looked into using a Customer Price Class for grouping pricing for customers together?
2. Not that I know of.
Hi Tim,
Thanks for your reply.
Yeah..if we use the bill to customer id, there is another step for the user, where he has to scan the location ID during the sales order entry? If the customers are tagged to several different locations?
Yes, we are currently looking at and using the customer price class at the moment.
Ah, I see, I feel your pain. It's hard to get Salespeople to do data entry. Too bad there isn't an executive there who can force them to enter two fields instead of one.
It sure seems like an ugly workaround just to accommodate lazy salespeople.
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