Pricing & Rate Master
Pricing & Rate Master

Right price. Right customer.
Right time.

Centralized pricing engine — base price lists, customer-specific rates, volume tiers, promotional pricing, FX-aware export pricing. Quote in seconds, defend margin every time.

Multi-list

pricing

Volume

tier discounts

FX

auto-revalue

Margin

floor protected

How It Works

Price Resolution Flow

Quoterequest
Customerlookup
Listhierarchy
Volumetier check
Marginfloor check
Approveif needed
Appliedto quote
Price Lists & Hierarchies
Price Lists & Hierarchies

Price Lists & Hierarchies

Lists that cascade.

Maintain multiple price lists — base list, regional lists, channel lists, promotional lists. Hierarchical resolution: customer-specific overrides regional, regional overrides base. Always one definitive price.

  • Base list + regional + channel + customer-specific
  • Hierarchical price resolution
  • Effective date ranges per list
  • Currency-specific lists
  • Bulk price update with approval workflow
  • Audit trail of every price change
Customer Rate Contracts
Customer Rate Contracts

Customer Rate Contracts

Negotiated rates. Honored every time.

Capture customer-specific rate contracts with volume tiers, validity periods, payment terms, freight handling, and rebate structures. Auto-applied at quotation — no manual lookup, no missed discount.

  • Per-customer rate contracts with validity
  • Volume tier discount slabs
  • Bundled product pricing
  • Rebate accrual + settlement
  • Renewal notification before expiry
  • Variance tracking vs contract terms
Margin & Approval
Margin & Approval

Margin & Approval

Discounts that don't destroy margin.

Set margin floors per grade. Any quote below floor needs approval. Approval matrix routes by amount and depth of discount. Sales sells confidently; finance sleeps soundly.

  • Margin floor per grade/customer
  • Real-time margin calculation at quote
  • Approval matrix for sub-floor discounts
  • Override audit log with reason codes
  • Margin trend analytics per rep/customer
  • Auto-block on customers in arrears

Every Feature

Complete capability matrix.

Click any capability to drill in.

Preview — available on requestRoadmap — planned within 12 months
Drill in

Price List Hierarchy

Base price list, regional lists, channel lists, customer lists — cascading resolution always picks the most-specific applicable price. No more 'which price applies?' confusion.

Drill in

Volume Tier Discounts

Slab-based discounts per customer or per grade. Quote 5 tonnes vs 50 tonnes vs 500 tonnes — automatic tier-appropriate pricing, no spreadsheet lookups.

Drill in

Rate Contracts

Negotiated rate contracts with validity dates, volume commitments, and renewal triggers. Variance from contract terms flagged automatically.

Drill in

FX-Aware Pricing

Export prices in any currency, auto-revalued at quote and again at invoice. Forex gain/loss between quote and realization tracked.

Drill in

Real-time Margin

Live margin calculation on every quote line — material, conversion, overhead, freight, taxes. Discount impact visible before customer sees the quote.

Drill in

Margin Floor

Per-grade margin floor enforced at quote level. Sub-floor pricing routes to approval matrix; no quiet erosion of margins through discretionary discounts.

Drill in

Effective Dating

Every price has an effective from/to date. Future price changes captured ahead of time — quote tomorrow gets tomorrow's price automatically.

Drill in

Price Trend Analytics

Track price trends by grade, customer, region. Identify reps over-discounting; benchmark against market signals.

Drill in

Bulk Updates

Mass price changes (e.g., 5% increase across category) with preview, approval, and audit trail. Roll back the entire change in one click if needed.

Integrations

Works with everything else.

Every Pricing action flows into the other modules — no manual data re-entry, no reconciliation pain.

PricingSales

Quote line → price lookup

Resolved against active hierarchy

PricingParty

Customer master → contract

Apply rate contract automatically

PricingFinance

Invoice → margin posting

Margin variance posted to GL

PricingApprovals

Sub-floor discount → matrix

Route to authorized approver

PricingAI

Price suggestion → quote

ML-based optimal price recommendation

Paper mill

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