Recent versions of eAutomate give you the option to put special pricing in place for a given customer and pre-set that pricing to expire on a given date, but it does not give you good visibility on who has what pricing or for how long. This alert will fire monthly and advise you and/or the rep that pricing for a given customer is due to expire in the next thirty days. This gives you time to consider extending, modifying or simply reminding the customer that pricing will revert to standard.
**This alert will only show Special Pricing with an expiration date.**
To set up Special Pricing for your Customer, follow these steps:
1. Make sure CustomerRecord has Customer Pricing enabled
2. Access Special Pricing by right clicking on CustomerRecord or by selecting $Prices:
3. Enter, by Item, Customer Prices