You can create a new non-generic price list applicable to a dedicated group of customers.
To create a non-generic price list, enter the following parameters:
Is generic price list?*
Yes/No
Select No to create a price list that is not generic.
Related generic price list
List
If you want to relate the price list you are creating to a generic price list, select the generic price list from the drop-down menu.
Note: This field is displayed only if you select No for the Is generic price list field.
Price list type code*
Text
Enter a unique code for the price list. The code must be unique within the specific customer group.
Description
Text
Enter a short description the purpose of the price list.
Customer group code*
List
Select a customer segmentation group for which the price list is valid. Available values consist of the price list related to the customer groups you created with Tuum.
The customer groups are connected to accounts and not related to persons.
Note: This field is displayed only if you select No for the Is generic price list field.
Fee configuration group
List
Select a group from the drop-down menu.
A fee configuration group must be selected if you want the fees listed in this group to be created as fee bookings and not as fee transactions
Note: This field is displayed only if you select No for the Is generic price list field.
Price start date*
Date
Select the date when the price list starts to be valid.
Format: DD.MM.YYYY
Price end date
Date
Select the end date of the validity of the price list. The last date is excluded from the period.
Format: DD.MM.YYYY
The following screenshot shows the filled parameters of a sample price list called TUUM_SAMPLE_PL. The price list is related to the generic price list TUMM_SAMPLE_GENERIC_PL and is applicable to a specific customer group.
Click Submit to save the price list. The Fee price lists page opens and the new price list is visible on this page. Now, you can for the price list. Click the Price list ID to open the Price list prices page.
