Regions allow you to categorize your customers into specific groups, such as Medical or General, to apply variable pricing strategies. By assigning different Quotation Forms to different regions, you can ensure that customers in specific sectors receive pricing tailored to their unique requirements.
Phase 1: Configuring Regions in Quotation Forms
To begin using regions, you must first define them within your quotation form settings.
Navigate to Settings > Quotation Forms in the Management Console.
Select the Quotation Form you wish to restrict to a specific group.
Click the Apply to button.
In the "Apply configuration" pop-up, select the Regional radio button.
Click + Add region and enter a name for your new region (e.g., "Medical").
Click the check icon and then Save.
Repeat these steps for other forms to create a network of region-specific pricing. For example, you can have one form set to a "Medical" region and another set to a "General" region.
Phase 2: Assigning Regions to Customers
Once your regions are created, you must assign your customer contacts to them so the system knows which pricing form to display.
Go to the Contacts section in the sidebar.
In the List tab, select the checkbox next to the specific customer(s) you want to categorize.
Click the Assign Region button that appears in the top-right action menu.
Select the desired region (e.g., General or Medical) from the dropdown menu and click Apply.
The Customer Experience
When a customer assigned to a specific region logs into their ordering portal, they will see a Region Icon (e.g., "MEDICAL") at the top of their interface. This indicates that the Instant Quote tool and manual quote requests will now use the specific Quotation Form and pricing logic you mapped to that region.
Please refer to the video tutorial below: