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QuoteWerks Help
Version 24 (Build 2.04) 
April 17, 2024
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Customer Profile Maintenance

Select the Utilities -> Customer Profile Maintenance menu to modify the Customer Profile List:

To add a new customer profile, click the [New] button and type in the name of the new profile.

To delete a customer profile, select the profile name then press the [Delete] button.

To edit a customer profile, select the profile name then press the [Edit] button type in the name of the new profile:

Customer Price Level Assignment Maintenance

Select the Utilities ->Customer Price Level Assignment Maintenance menu to modify the Profile that will be associated with each price level.

This window lets you assign customer price profiles to each price level. To remove an assigned customer price profile from a price level, click on the drop-down list and choose the blank entry.

Customer price profiles are maintained using the Utilities -> Customer Profile Maintenance.  You will need to setup the customer price profiles first, and then setup the price level profiles.

 

Product Profile Maintenance

Select the Utilities -> Product Profile Maintenance menu to modify the Product Profile List:

To add a new product profile, click the [New] button and type in the name of the new profile.

To delete a product profile, select the profile name then press the [Delete] button.

To edit a product profile, select the profile name then press the [Edit] button type in the name of the new profile:

 

Customer/Product Price Profile Matrix

Select the Utilities -> Customer/Product Price Profile Matrix to set the Price Modifier per Customer Profile for the Product Profile.   More details on this pricing method can be found in Item Pricing Methods