HKSDK Per Customer Pricebook

Requires: Moneyworks v7

This Moneyworks script allows you to record and use a set of prices for each product for each of your customers. Prices can include price breaks for different quantities.

Double-click the script supplied by Sustainable Solutions. That's it. For viewing prices, you need to install the pricebook report we will supply you into the reports folder inside your Moneyworks Custom Plug-ins folder

1. Show the product list by choosing Show > Products
2. Locate then highlight the product you wish to set a special price for
3. 
4. Click the Pricebook button in the toolbar
5. You'll be asked to select the customer or Group:
6. 
7. Select customer for customer code and Group for customer group code. Customers are grouped by Customer Category 4.
8. You'll be alerted if you enter an invalid code, else if you enter a valid customer code and the values in the window are blank, you're adding a new product/customer combination. If values are already filled in, you're editing:
9. 
   1. You only have to fill in a price. Other fields are optional
   2. If there is no expiry date for the special prices, enter a date well into the future (e.g. 1/1/50) else it will take defaut future date. You can't leave it blank.
10. You will get an alert if the record is already in the price book. You can choose to delete or edit the record.
11. 

1. To view prices, select items in Items list and choose Pricebook Product table from the reports menu:
2. To view prices for selected customer, select Customers in Name list and choose Pricebook for highlighted Customers from the reports menu:
3. 

• Click “Pricebook” icon at the top of sales order and if there is a combination of customer and product that has special pricing, that pricing will be used.
• 
• If the quantity or item code is changed after pricebook is applied, you will have to update the prices by clicking pricebook button again.
• If you missed to apply pricebook for a combination of customer and product that has special pricing, you will get following alert. You can either go back and apply pricebook or continue as it is.
• 

If you change the product or name code of an item, the special pricing information will be lost. You will have to re-enter the information for any customer/item combinations that are affected.

This script uses Moneyworks' user2 table to store information