Pricing

The Pricing module provides comprehensive pricing management including rules, analytics, history tracking, and preview capabilities for dynamic pricing strategies.

Overview

The Pricing module enables you to:

• Create flexible pricing rules
• Analyze pricing performance
• Track price changes over time
• Preview pricing before applying
• Manage customer-specific pricing
• Configure volume discounts

Accessing Pricing

Navigate to Pricing from the main menu to access all pricing features.

Module Features

Pricing Rules

Create and manage dynamic pricing rules based on customers, quantities, dates, and more.

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Pricing Analytics

Analyze pricing performance, margins, and trends across products and customers.

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Pricing History

Track all price changes with complete audit trail and comparison tools.

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Pricing Preview

Preview and simulate pricing before applying to test scenarios and impacts.

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Key Concepts

Pricing Hierarchy

Understanding how prices are calculated:

Price Calculation Order:
1. Customer-Specific Price
2. Customer Group Price
3. Promotional Price
4. Volume/Quantity Discount
5. Base Price (List Price)

Final Price = Applicable Price - Discounts + Surcharges

Price Types

Type	Description
List Price	Standard published price
Cost Price	Item cost for margin calc
Customer Price	Customer-specific pricing
Promotional	Time-limited offers
Volume	Quantity-based pricing

Pricing Components

Component	Purpose
Base Price	Starting price point
Discounts	Price reductions
Surcharges	Additional charges
Taxes	Tax calculations
Rounding	Final price rounding

Quick Start

Setting Up Basic Pricing

1. Define Base Prices

   • Navigate to Items
   • Set list price for each item
   • Configure cost price for margins

2. Create Pricing Rules

   • Go to Pricing → Pricing Rules
   • Create customer or group rules
   • Set validity periods

3. Configure Discounts

   • Set up volume discounts
   • Create promotional pricing
   • Define customer discounts

4. Test with Preview

   • Use Pricing Preview
   • Verify calculations
   • Adjust as needed

Common Pricing Scenarios

Volume Discounts:

Quantity 1-9:    List Price
Quantity 10-49:  5% discount
Quantity 50-99:  10% discount
Quantity 100+:   15% discount

Customer Tiers:

Standard:  List Price
Silver:    5% discount
Gold:      10% discount
Platinum:  15% discount

Promotional Pricing:

Holiday Sale: 20% off
Valid: Dec 15 - Dec 31
Products: All categories
Stackable: No

Integration Points

Connected Modules

Module	Integration
Sales	Order pricing
Quotations	Quote pricing
Inventory	Cost prices
Customer Portal	Portal pricing
Reports	Pricing reports

Automatic Updates

• Prices update in real-time
• Rules apply automatically
• History tracked on changes
• Analytics refresh daily

Best Practices

Pricing Strategy

• Start with clear base prices
• Use consistent discount tiers
• Document pricing policies
• Review regularly

Rule Management

• Keep rules simple
• Avoid overlapping rules
• Set clear priorities
• Test before activating

Margin Protection

• Set minimum margins
• Monitor cost changes
• Alert on low margins
• Regular margin reviews

Customer Communication

• Clear pricing display
• Document special pricing
• Notify of changes
• Maintain agreements

Configuration

Navigate to Settings → Pricing for:

• Default Settings - Base configurations
• Rounding Rules - Price rounding
• Display Options - How prices show
• Margin Alerts - Warning thresholds

Getting Help

• Pricing Rules - Create and manage rules
• Pricing Analytics - Analyze performance
• Pricing History - Track changes
• Pricing Preview - Test scenarios