Customer-specific pricing
Show the right price for the customer placing the order.
Use the applicable customer, contract or standard price in the order process and make unusual pricing visible for review.
Item
AX-40
Ball bearing
₹12,500
- Price source
- Standard price
No account arrangement, so the list price applies.
₹12,200
- Price source
- Customer price
An account price agreed with this customer.
₹11,950
- Price source
- Contract price
A contracted rate, for as long as the contract runs.
Price needs review
- Price source
- No applicable price found
A new account with nothing agreed for this item yet. Somebody decides, not the software.
The item can be the same. The applicable price can be different.
| Customer | Price | Source |
|---|---|---|
| General customer | ₹12,500 | Standard price |
| Apex Components | ₹12,200 | Customer price |
| Kamath Traders | ₹11,950 | Contract price |
| Nova Engineering | Price needs review | No applicable price found |
The salesperson should not have to remember which spreadsheet, quotation or message contains the current price.
Where can the price come from?
- Standard price
- The list everyone starts from.
- Customer or account price
- What was agreed with this buyer.
- Contract price
- A rate that runs for a defined period.
- Current scheme
- Where one is running.
- Manual exception
- Somebody decided, and said so.
Which pricing methods exist depends on how the business already sells and what pricing rules are configured. None of this appears by itself.
Make the price source visible.
A price with a named source is a price somebody can defend on a phone call.
- Item
- AX-40
- Price
- ₹12,200
- Price source
- Customer price list
Where the system holds a validity period, show it. Where it does not, say nothing rather than inventing a “valid until” date — a made-up expiry is worse than no expiry.
Let unusual prices become exceptions.
- No price foundReview needed
- Price below the allowed thresholdReview needed
- Special discount requestedReview needed
- An old quotation price referencedReview needed
A missing or unusual price should ask for attention instead of being guessed.
Customer pricing is not dealer-programme management.
Customer pricing — this page
- Account price
- Contract price
- Order price
- Customer terms
Dealer & Distributor Management
- Schemes
- Targets
- Territories
- Dealer programmes
- The channel relationship
A dealer has a price too. The difference is that a dealer’s price is one term inside a relationship with targets and territories attached, and that relationship is a pillar of its own.
Explore Dealer & Distributor ManagementWhere should the price appear?
- Sales Rep Ordering
On the salesperson’s order pad, before they quote it aloud.
- B2B Ordering Portal
Beside the item, marked as their price.
- WhatsApp Order Management
On the draft, as one of the checks before confirmation.
- Bulk Ordering
On every line — and a line with no price becomes an exception.
Four ways an order arrives, one answer to “what does this cost them?”. A price that is right on the portal and wrong on the order pad is worse than no portal.
Where the price is used.
- Sales Rep OrderingThe screen where getting the price wrong costs you the conversation.
- B2B Ordering PortalWhere the customer reads the price without anybody checking it first.
- Bulk OrderingWhere a hundred prices have to resolve at once.
- Order Approval WorkflowWhere the discount somebody asked for goes next.
How does your team decide which price applies to each customer?
Show us where customer pricing lives today. We’ll help identify what can be brought into the order process and which exceptions still need review.