How to Assign a Preferred Base Price to a Customer

General
A customer's preferred base price determines the type of pricing that will be selected by default in the Order Entry view of OnTime Dispatch. The preferred base price is also the pricing type used in the OnTime Customer Web Portal when calculating price estimates on orders. You can change the preferred base price assigned to any customer using the steps outlined below.
  1. Open the OnTime Management Suite and navigate to the Customers view.
  2. Open the customer record that requires a pricing method adjustment.
  3. In the window that appears, select the Billing view.
  4. Assign a pricing method using the Preferred base price field in this view.
Article ID: 38, , Modified: 6/25/2024 at 10:47 AM

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