Creating Pricing Groups, and Add/ Remove Pricing Group in a Customer Record via CSV Import

Price groups enable you to assign customer-specific price levels for groups of items. For example, you could create a pricing group called Bicycles and associate the pricing group with all of your bicycle items. The price level for a pricing group takes precedence over the customer's price level. It does not take precedence over item pricing. I will show you the way to mass create, add and remove pricing group in this blog.

To create a pricing group:

1. Go to Setup > Accounting > Setup Tasks > Accounting Lists > New..
2. In the Add to Accounting Lists window, click Pricing Group.
3. Enter a Pricing Group name.
4. Click Save.

To add Pricing Group and Price Level to Customer Record:

1. Create CSV file with the following headers:
   1. Internal ID - Internal ID of Customers
   2. Pricing Groups - Name of the Pricing Group
   3. Pricing Level - Name of the Price Level
2. Navigate to Setup > Import/Export > Import CSV Records
   1. Scan and Upload CSV File
      1. Import Type = Relationship
      2. Record Type = Customers Only
      3. Click Select Button and choose the CSV file
      4. Click Next
   2. Import Options
      1. Data handling = Update
      2. Click Next
   3. Field Mapping
      1. Internal Id <--> Customer: Internal ID
      2. Pricing Group <--> Customer Group Pricing 1: Pricing Group
      3. Price Level <--> Customer Group Pricing 1: Price Level
      4. Click Next
   4. Save Mapping and Start Import
      1. Input Import Map Name
      2. Click Save & Run

To remove all the Pricing Groups found on Customer record > Financial tab > Group Pricing subtab through CSV Import:

1. Create a CSV Import file with the following headers:
   1. Internal ID = Refers to the Internal IDs of the customers to be updated
   2. Pricing Group = Leave the column blank
   3. Pricing Level = Leave the column blank
2. Navigate to Setup > Import/Export > Import CSV Records
   1. Import Type = Relationships
   2. Record Type = Customers Only
   3. Character Encoding = Western (Windows 1252)
3. Select one file to upload
4. Click Next
   1. Data Handling : Update
   2. Advanced Options: Overwrite Sublists = True
5. Click Next. Map the following fields:
   1. Internal ID = Internal ID (Customer folder)
   2. Pricing Group = Group Pricing 1 : Pricing Group (Customer Group Pricing folder)
   3. Price Level = Group Pricing 1 : Price Level (Customer Group Pricing folder)
6. Click Next
7. Click Save & Run

You have great flexibility in NetSuite to set up and use various prices for items you sell. The pricing group functions offer additional flexibility. If you want to learn more about the creation of Pricing Groups, and addition/ removal of Pricing Group in a Customer Record via CSV Import, please contact Concentrus today to discuss your needs.

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