Quantum VS Help: File Maintenance

Copy Special Prices

The Copy Special Prices process is used to copy Special Prices which apply for one Customer Account to another Customer Account. This saves having to create new Special Prices from scratch for a particular Customer Account.

To run the Copy Special Prices process:

1. Either:

From the Home tab: under links, select Processes.

Or: From the Toolbar - Main Menu: select Tools > Show Processes.
OR: Click the appropriate module on the Mega Menu then - under processes - select the required Process.

The Processes record opens in a new tab, listing all Processes by Name and Category.

2. Use your mouse or [Tab] key to select the Copy Special Prices process:

3. In the area to the right you must enter the criteria for the process.

Note: You may use your [Tab] key to move from one field to the next.

Field

Definition

From Account

Enter the Account number of the Customer to copy the Special Prices from.

If you don't know the Account Code you may enter it automatically using the Finder. To do this:

place your cursor in the From/To field;
click [F3] to make Customers active in the Finder;
in the Finder, locate the Customer you wish to add (see Finding Customers); then
double-click on the line in the Finder to add the Customer Account Code.

To Account

Enter the Account number of the Customer to copy the Special Prices to.

4. Click Start on the Toolbar - Sub Menu to begin running the process.

5. When the process has finished running, a Status message will be shown listing a URL at which a report can be viewed and printed if necessary. Click OK to close this message. You may now close the Processes tab if you wish.

Special Prices will be copied from the 'From' Customer Account to the 'To' Customer Account. For further details see Special Price Maintenance.

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