Associations between customers and itemsAssociations between customers and itemsWhen you create customer records, you create detailed agreement and pricing information for the customer and the services that you expect to provide. By associating customers with items, you can provide the appropriate response to that customer.
You create customer records in the Customers (SP) application. You associate customers with items in the Items (SP) application.
By associating customers with items, you keep the item records restricted to the users who have been given permission to access the data of a particular customer. User permissions are set up in the Security Groups (SP) application.
You can associate more than one customer with an item. You can specify a list price for an item, and you can specify different discounts for different customers in the Customer Agreements (SP) application. When a ticket or work order is created for a customer, information about that customer is copied over, including the list price information for an item. Therefore, one customer might receive a 10% discount for an item, while another customer receives a 15% discount for the same item.
When you associate a customer with an item, child items do not inherit the association.