Price lists and customer discounts
Set fixed or percentage sales rules with customer and group precedence, currency and quantity context, while preserving the price agreed on an existing order.
Resolve the price from the commercial context
Price rules can distinguish the product or category, customer or applicable pricing group, currency and quantity tier. Percentage discounts apply to a matching-currency base price rather than inventing a price from an unrelated currency. Explicit precedence makes the selected rule explainable when several commercial agreements could otherwise overlap.
Protect the agreement after the order is accepted
Documents retain the price evidence that produced their lines. Order-linked invoices do not bypass the agreed-price lock because a price list changed later. New recurring periods can resolve current percentage prices once and preserve the result, while existing periods keep their original quote. Discount disclosure on supported printed orders follows the saved rule's presentation choice.
What to know before you start
Missing or ambiguous base prices require correction, not a guessed discount. Purchase pricing follows its fixed-price rules; sales percentage logic is not automatically applied to supplier purchases.
Practical questions
Do customer-specific rules take priority?
Yes. The documented hierarchy resolves customer rules before applicable scope rules, then unscoped rules, with further specificity checks.
Will a new discount rewrite last month's invoices?
No. Saved agreements and issued documents retain their history. Authorized amendments use the appropriate adjustment workflow.
Continue the workflow
Customer billing and pricing groups
Apply a shared billing identity or group pricing to selected customers while keeping their accounting identity and receivable ownership unchanged.
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Recurring billing plans
Define recurring contracts with explicit service periods, cadence, proration and issuance rules, preserving what was agreed for each billed period.