Assigning a price list to customer attributes

You can assign price lists to one or more customer attributes, such as vertical, relationship type, customer level, and region.

For example:

• If you want to assign a particular price list to customers in the Boston area, you can assign the price list to attribute region=Boston.
• If you want to assign a particular price list to customers serving the educational market, you can assign the price list to attribute vertical=Education.
• If you want to assign a particular price list to gold-level customers, you can assign the price list to attribute customer level=Gold.
• If you want to assign a particular price list to customers who are resellers, you can assign the price list to attribute relationship type=Reseller.

You can also assign a particular price list to several customer attributes, such as all gold-level customers in the Boston area who are serving the educational market. For example, you can assign a price list to attributes region=Boston, vertical=Education, and customer level=Gold.

You can define additional attributes according to your business requirements. You assign price lists to attributes at the Enterprise level, where customer attributes data resides.

The Pricing Service uses the Use The Price List Assigned To The Exact Or Closest Region In The Region Hierarchy rule, which is defined at the Enterprise level, to determine the most specific region price list to use for pricing. If this rule is not set, the Pricing Service considers all the price lists from the region hierarchy. For example, assume that Customer A is assigned two price lists; one price list is assigned by the customer’s region (such as Massachusetts), and the other price list is assigned by the customer’s type (such as Gold member). When this rule is turned on, it uses the price list assigned by region, even if the price is higher. In addition, it uses the price list that is assigned to the region closest to the customer in the region hierarchy.