Purchasing groups is a feature in Personify360 that allows a group of customers to be able to be grouped for purposes of automating special pricing for those customers. For example, you can define a purchasing group of conference speakers to provide them with a registration discount.
You may want to give special pricing or discounts to a group of people based on some characteristic not related to membership, customer class, or the purchasing of an advertising, exhibition, or fundraising product. In that situation, you can create a purchasing group and add specific customers to the purchasing group. Purchasing groups can then be linked to rate structures and/or discounts so that customers in the purchasing group will automatically get those rate structures and/or discounts when they place an order, assuming that the customer doesn’t qualify for a better rate structure or discount.
Special pricing for purchasing groups is accomplished in one of two ways:
As of Personify360 version 7.7.0, a new TRS batch process called PGR100 has been created to populate purchasing groups in bulk. Using Data Analyzer, organizations will be able to generate a simple or complex list to populate a purchasing group in bulk. For more information, please see Populating Purchasing Groups.
In Personify, it is the order-line ship-to customers who qualify for discounts. However, as of 7.5.2, purchasing groups can be defined to give discounts based on the bill-to customer, the order-line ship-to customer, or both. For more information, please see Defining General Organization Unit System Setup Parameters.
In this section:
· Populating a Purchasing Group
· PGR100 - Maintain Purchasing Group Process