How to Set Up Customer and Item Price Groups in 10X ERP

This guide walks you through how to create Customer and Item Price Groups in 10X ERP, assign them to records, and set up pricing rules using formula-based logic. You'll also learn how to update pricing rules via import and where to reference the system's pricing rule hierarchy.

• Go to Admin > Pricing Tab to access Customer Price Groups, Item Price Groups, and Pricing Rules setup.
• Click the Plus (+) Icon to create a new Customer or Item Price Group by entering a unique Code and Description.
• Assign Price Groups to Records by editing the individual Customer or Item record and selecting the group under the Main tab.
• Use Import Templates to assign price groups in bulk by downloading the appropriate item or customer import file and updating the Price Group columns.
• Create Pricing Rules under Admin > Pricing Rules by clicking +, selecting the applicable Price Group, and configuring formula logic (e.g. Multiply List Cost with Quantity Breaks).
• Assign Rules to Customers by opening a Customer File, navigating to Settings > Pricing, and adding rules tied to their assigned group and specific items.
• Use Price Import Templates to easily modify quantity breaks and multipliers; make updates in bulk by importing modified rule files.
• Reference Pricing Rule Hierarchy by hovering over the Calculation Method field within any rule to understand precedence and structure.

This setup allows you to manage pricing with precision across customers and items using scalable group-based rules. For assistance, contact 10X Support.