Apart from standard item pricing, Microsoft Dynamics RMS allows defining three additional price levels for each item namely Price Level A, B, and C. In other words, using these additional price fields you can set up customer-specific pricing by assigning your customer to any of the prices levels.
For example for Item #15110 the standard price is $ 10.00, Price Level A is $9.00, Price Level B is $8.00 and Price Level C is $6.00. You assigned your customer David to Price Level C, whenever you sell Item #0001 to David the system will charge $6.00, as Price Level C is assigned to David.
Microsoft Dynamics RMS – Store Operations
Microsoft Dynamics RMS Store Operations is the front-line solution that processes transactions. Above all, it maintains customer information and tracks the inventory. This system integrates with popular accounting software such as Microsoft Dynamics GP and QuickBooks. It also has open standards which allow universal Windows import/export capabilities. The feature to set up customer-specific pricing also comes under this umbrella.
Customer-Specific Pricing and Promotions
- Set up a mix-and-match pricing structure, including pricing and percentage discounts.
- “Buy X, get Y” discount capability, including percentage discount.
- Set lot pricing (single, six-pack, case, etc.).
- Multiple price levels per customer can be set.
- Set mixed-case discounts.
- Discount from retail and mark up from cost.
- Set profit margin and price rounding rules.
- Similarly, set percent of discount.
- Put items on sale/promotion.
- Set up happy hours and sales schedules.
- Multiple tax rate tables (percent, base, cap), multiple sales tax.
- Define sales commission schedule.
- Drive increased sales with discount functionality, including mixed-case discounts.
- Track purchases by date, price, and quantity.
- Search by account information.
- Define different account types
- Enable Aged Receivables option.
- Look up, adjust, and track invoices for specific customer accounts
- Apply finance charges on accounts.
- Bill payments for net terms.
- Place limits on customer purchases for the specified time period.
- Utilize 15 user-defined fields for customer data, including birth date, driver’s license number, and resale permit number.
- Create customer accounts at the POS.
- Set up multiple shipping addresses per customer.
- Reprint customer statements and receipts.
- Generate mailing lists.
- Print accounts receivable aging report.
- Print account activities report.
Watch the video below.
Operate more efficiently by automating the transactions between Microsoft Dynamics RMS and your ERP/accounting software. Therefore, stop worrying about your books and start focusing on selling more.
- Manage and Sync inventory information between your ERP and multiple stores.
- In addition, report daily sales transactions from all stores to your ERP.
- Above all, build customer profiles using Microsoft Dynamics RMS data and info from other systems.
- Manage item data and synchronize to all stores.
- Similarly, manage B2B sales in your brick and mortar stores.
- In conclusion, integrate Microsoft Dynamics RMS with NetSuite, Microsoft Dynamics (NAV, GP), or more.