Creating An Account Group

Task/Problem Overview

This document will cover how to create Account Groups for the use of Pricing Overrides

Creating an Account Group

To create an account group that can be used within the Contract Manager go to Accounts > Account Groups.

Select ‘Click here to add a new row’ and enter a Group Name, and select ‘Save’.

Next select the group you’ve just saved, by selecting the + to expand the group.

Then select ‘Click here to add a new row’, and enter the account name, or number to add the account to this group. You can also select ‘...’ to search for the account.

Repeat these steps to add all the accounts to your group, once you are finished select ‘Save’.

Using an Account Group

Now that you have an account group created, you can use these in the Price Overrides within the Price Manager. Go to Inventory > Pricing Manager > Pricing Rules Manager. Select the Pricing Override tab.

From here you can select any Account Group you’ve created.