012 — Account Management Portal: Pricing¶

Pricing determines two things at once: what a customer pays, and what a customer can see. A product with no price rule on a customer's price list is invisible to them.

flowchart LR
    CC["Customer Segment<br/>e.g. Gold"] -->|"default"| PL["Price List"]
    CL["Customer company"] -->|"assigned to"| CC
    CL -->|"or set directly"| PL
    PL --> PI["Price Rules<br/>one per product or group"]
    PI --> WHAT["What the customer<br/>sees and pays"]

Pricelists¶

Screen name: Pricelists Business purpose: Maintain the sets of prices offered to different customer segments. Who uses it: Pricing Managers, Account Managers, Business Administrators. Navigation path: Sidebar → Products management → Pricelists.

Pricelists

Main information displayed¶

Column	Meaning
Name	How the price list is identified, for example Gold Tier 2026
Currency	The currency its prices are expressed in

Available actions¶

Action	Result
New Pricelist	Creates a price list
Edit	Renames it or changes its currency
Delete	Removes it
View details	Opens it to manage its price rules
Search	Finds by name

Business rules¶

A price list in use by customers should not be deleted — check which customer segments and customers reference it first.
Changing the currency affects how every price on the list is interpreted. Treat it as a structural change, not an edit.

Price Rules¶

Screen name: Pricelist Details Business purpose: Set the actual prices within a price list. Who uses it: Pricing Managers, Business Administrators. Navigation path: Pricelists → View details on a price list.

Pricelist Details

Main information displayed¶

Column	Meaning
Applies To	What the rule covers — a single product, a specific product variant, or a broader group
Minimum Quantity	The minimum quantity before the rule applies, allowing volume pricing
Price	The price the customer pays
Validity Period	The dates between which the rule applies, for time-limited pricing

Available actions¶

Action	Result
Add rule	Creates a price rule
Edit	Changes an existing rule
Delete	Removes a rule
Search	Finds a rule by what it applies to
Paging	Moves through long lists

How rules combine¶

Feature	Business use
Minimum Quantity	Volume pricing — one rule at qty 1, a better price at qty 100
Validity Period	Seasonal or promotional pricing that starts and stops on its own
Applies To	Price a whole group in one rule, then override individual products

Business rules¶

A product with no rule on a customer's price list does not appear in their catalogue. This is the single most common reason a customer cannot find a product.
Rules with a validity period stop applying automatically once the end date passes.
Changes take effect on what customers see immediately. Existing quotations already sent are not repriced.

How a Customer's Price Is Decided¶

flowchart TB
    A["Customer opens<br/>the catalogue"] --> B["System finds their<br/>price list"]
    B --> C{"Set directly on<br/>the customer?"}
    C -->|Yes| D["Use that price list"]
    C -->|No| E["Use the customer<br/>segment's default"]
    D --> F["Find matching price rules"]
    E --> F
    F --> G{"Rule found?"}
    G -->|Yes| H["Show the product<br/>at that price"]
    G -->|No| I["Product not shown<br/>to this customer"]

Common Pricing Tasks¶

Give a whole segment new prices¶

Sidebar → Products management → Pricelists
Open the price list used by that customer segment
Add or edit the rules

Every customer in the segment is updated at once.

Give one customer a special price¶

Two options, with different consequences:

Option	Effect	When to use
Create a dedicated price list and assign it to that customer	Isolated — affects nobody else	Genuinely bespoke agreements
Add a rule to their existing shared price list	Affects every customer on that list	Never, for a single-customer discount

The second is the classic mistake. Check who else uses a price list before editing it.

Run a time-limited promotion¶

Add rules with a Validity Period covering the campaign dates. The prices apply and expire on their own — no need to remember to remove them.

Make a new product visible¶

Add a price rule for it on each price list whose customers should see it. Until you do, the product exists but no customer can find it.

Tips¶

Name price lists so their purpose is obvious, including the year or contract where it helps: Gold Tier 2026 is better than List 3.
Check the Customers count on the customer segment before editing a price list — it tells you how many customers a change will reach.
When a customer says a product is missing, check pricing first. It is more often a missing price rule than a missing product.