Assigning Price Lists to Partners

Once you have created the price list, you make the prices available to users by assigning the price list to partners (and therefore to their users) through the partner profile. You can assign price lists to partners either through the C3 Profile Manager or through C3 Pricing:

• Use C3 Profile Manager if you want to assign one or more price lists to a single partner. See To Assign a Price List to a Partner using C3 Profile Manager.
• Use C3 Pricing if you want to assign a price list to all your partners or if you want to unassign a price list from all partners. See To Assign a Price List to All Partners Using C3 Pricing and To Unassign a Price List from All Partners Using C3 Pricing.

  Note:

  A partner administrator can assign price lists that they or another partner administrator for the same partner have created to child partners of their partner. Only an enterprise administrator can assign price lists to enterprise partners. Therefore, after creating a price list, the partner administrator must notify an enterprise administrator if they want the price list to be assigned to an enterprise partner.

To Assign a Price List to a Partner using C3 Profile Manager

1. Click C3 Profile Manager on the Comergent eBusiness System home page.
2. Search for a partner.

   Enter the partner name, or enter search criteria such as the partner type or the first few letters of their name, then click Search, or click Show All to view all the partners.

3. Click on the partner name to display the Partner Profile Detail page.
4. Click Pricelists.

   The Partner Manager page is displayed with a list of price lists.

5. Click in the check box next to the appropriate price list(s).

   Note:

   You can assign an inactive price list to a customer. Inactive price lists have no effect on product prices until you activate the price list.

6. If you want this price list to be automatically assigned to any partners beneath this partner in the partner hierarchy, then check the box in the Sharable column.

   A dollar sign ($) designates any list that is shared with a parent (and therefore automatically assigned to the current partner). However, you can still assign that price list to the child and mark it as sharable. This guarantees that the price list will still be assigned to the child (and to its children), even after the assignment is removed from the parent.

   See Making Price Lists Sharable with Child Profiles for an explanation of sharable price lists.

7. Click Update.

   The selected price lists are assigned to that partner.

To Assign a Price List to All Partners Using C3 Pricing

1. Navigate to the Price List Detail page for the price list.
2. On the Edit Header tab, click Assign All.

To Unassign a Price List from All Partners Using C3 Pricing

1. Navigate to the Price List Detail page for the price list.
2. On the Edit Header tab, click Unassign All.

Comergent Technologies http://www.comergent.com Voice: (650) 232 6000 Fax: (650) 232 6010 support@comergent.com sales@comergent.com