Purpose

This article explains how to configure and maintain pricing by customer or item in Sage 100, and how Sage 100 decides which price to use (pricing hierarchy). 

How Sage 100 Determines the Price

Sage 100 evaluates the customer, date, item, and quantity to select the correct pricing method. You can also manually override the unit price when needed.

Item Pricing Hierarchy (Highest to Lowest Priority)

Sage 100 checks pricing in the following order. The first matching method that applies is used.

1) Sales Promotion

1. Go to Inventory Management.
2. Open Sales Promotion Maintenance.
3. Create or update the promotion and confirm it is active for the correct date range.

Notes: Sales Promotions take highest priority when active and offering a lower price. 

2) Customer Price Schedule (Customer Pricing)

Use this for contract pricing by customer and item.

1. Choose one of the following entry points:
• Inventory Management > Item Maintenance > More > Pricing > Customer Price Schedule
• Accounts Receivable > Customer Maintenance > More Items > Pricing
2. Select the customer and item, then define the pricing method and any quantity breaks.

Supported pricing methods include: Cost Markup Amount, Cost Marking %, Price Discount Amount, Price Discount %, and Price Override. Quantity breaks are available. 

3) Item Pricing (Alphanumeric Price Level)

Use this when a customer is assigned a price level, and the item has pricing set for that same level.

1. Set up item pricing:
• Inventory Management > Item Maintenance > More > Pricing > Item Pricing > Pricing Option
2. Assign the customer’s price level:
• Accounts Receivable > Customer Maintenance > Additional
3. Confirm quantity breaks as needed.

Sage 100 matches the customer’s price level and the item’s Item Pricing to determine the price. Pricing methods and quantity breaks are supported.

4) Item Pricing (Standard Price Level)

Use this when the customer does not have a price level, or when there is no match between the customer level and the item level.

1. Set up item pricing:
• Inventory Management > Item Maintenance > More > Pricing > Pricing Option
2. Create a blank price level in Item Pricing Maintenance.
3. Assign (or confirm) the customer’s price level in:
• Accounts Receivable > Customer Maintenance > Additional

Pricing methods and quantity breaks are supported.

5) Price Code (Alphanumeric Price Level)

Use price codes when pricing is driven by a price code assigned to an item or product line, and the customer/item levels match.

1. Maintain price codes:
• Inventory Management > Price Code Maintenance
2. (Optional) Set a default price code for new items in a product line:
• Inventory Management > Product Line Maintenance
3. Ensure the customer’s price level is assigned:
• Accounts Receivable > Customer Maintenance > Additional
4. Confirm quantity breaks as needed.

Quantity breaks are available. Price code can be set as a default for new items in a product line. 

6) Price Code (Standard Price Level)

Use this when the customer has no price level, or there is no match for the customer’s level and the item’s level.

1. Maintain price codes:
• Inventory Management > Price Code Maintenance
2. Create a blank price level in Price Code Maintenance.
3. (Optional) Set a default price code for product lines:
• Inventory Management > Product Line Maintenance
4. Assign the price code to an item:
• Inventory Management > Item Maintenance > Additional
5. Assign (or confirm) the customer’s price level:
• Accounts Receivable > Customer Maintenance > Additional

Quantity breaks are available.

7) Standard Price

This is the fallback price when no other pricing rules apply.

1. Go to Inventory Management.
2. Open Item Maintenance.
3. On the Main tab, set or update the item’s Standard Price.

Important Notes

• Manual price overrides: You can manually override the unit price when needed.
• Discount application: Discounts can be applied at the line item level or at the total sales level in Sales Order.