Dealer Pricing Cheatsheet

How to set a customer up as a dealer, and use that specific pricing in a W/O or OTC invoice.

Important: Any dealer pricing calculated is cost plus and not off retail price.
Determine how cost plus is calculated, as EBIS can use two different formulas. Please read more about the markup formula.

In each customer, set the customer in Billing Override as "Use Dealer Pricing".
For each part in Master Parts > Main Info sidebar > Pricing section, set the Dealer Percentage for each part.
Note that if Discount Codes (see below) is enabled, the dealer percentages in Master Parts will not be used if there is a matching discount code, and this dealer percentage is only a fallback.
If there is no dealer percentage, EBIS will look through other pricing options (such as the parts matrix), final price overrides, retail > cost, etc. to determine the price to charge.

"Discount Codes: Enable": All City Option must be enabled.
In each vendor, there is a "Discount Codes" sidebar. Set each discount code along with a general markup percentage.
In each customer, set the customer in Billing Override as "Use Dealer Pricing".
For each part in Master Parts > Main Info sidebar > Pricing section, there must be a discount code entered (such as "A"), that matches up to the discount code specified in the vendor's "Discount Codes" sidebar.
If a discount code is not found for a part, and the Master Part has a "dealer percentage", this is used as a fallback when required.

In addition to the standard discount codes (see above), there can be an additional three levels set for OTC related sales. This means there can be three different slightly different pricing markups for a part, from a vendor, to a specific type of customer.
"Discount Codes: Enable": All City Option must be enabled.
In each vendor, there is a "Discount Codes" sidebar. Set each discount code along with a general markup percentage, and levels 1 thru 3 as needed.
In each customer, set the customer in Billing Override as "Use Dealer Pricing" and set the customer as level 1, level 2, or level 3. If no level (or Standard Level) is selected, it will use the standard Markup %.
For each part in Master Parts > Main Info sidebar > Pricing section, there must be a discount code entered (such as "A"), that matches up to the discount code specified in the vendor's "Discount Codes" sidebar.
If a discount code is not found for a part, and the Master Part has a "dealer percentage", this is used as a fallback when required.

OTC pricing can be set at a contract level - please see more here.