Keep every rate and scheme where the whole counter can see it.
Price lists and schemes keep your rates where the whole counter can see them. There is one list per kind of buyer, each rate starts on a date, and the offer runs on top of it. Billing picks the right one by itself. An old bill keeps its old rate. The festival scheme stops on the day you said.
Retail rate, dealer rate, and the rate for the builder who buys every month. All three sit in one man’s head. He is away at a family wedding. The counter bills whatever the customer says he was charged last time.
Instead there is a list per kind of buyer, each with a date it applies from. Schemes ride above it: ten plus one for the festival season, a slab past a hundred bags, an exchange bonus that ends on the fifteenth. The bill applies what is running. It prints as a line.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A price sheet pinned by the counter
- Rates remembered by the senior clerk
- Scheme letters photocopied for dealers
The problems this is meant to ease.
What price lists and schemes does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Collect today’s rates
Hand over price sheets, scheme letters and the discount habits of the counter. A note groups them into lists.
Set lists and limits
Decide who sits on which list and how far each role may go. Bills that pick the right rate come back. Try them.
Trial bills
Staff raise sample bills from several lists. Corrections return as an adjusted set of lists.
Train the counter
Billing clerks and sales staff practise approvals. A reference sheet for the counter follows.
Start with the next scheme
The next offer is entered with its dates. A review after it ends checks what each party paid.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Bills raised at a rate from an expired list
- Discounts given above the role limit, with approver
- Schemes running past their stop date
- Items without a rate in any list
- Effective price paid, by kind of buyer
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Invoice management
- Point of sale billing
- Credit control
- Dealer portal
- Accounting software
Products that include it.
How we would put it in.
Questions owners ask about price lists and schemes.
Which of your products do this already?
Building Material Trading Software carries rates with the date they start, so an old bill keeps its old rate. Furniture Showroom Management Software holds price lists with discount limits by staff level. Our Auto Dealer Management System runs seasonal schemes that stop on their end date.
Is this needed when everybody gets one rate?
Not today. One rate, one counter and a printed card on the wall is a fine system. Ask again the day you take on a dealer. That is when the second rate is born.
Can the scheme be worked out on the bill itself?
Yes. Free quantity, slab discounts and exchange bonuses are applied as the lines are entered. The billing clerk sees what the customer earned before the print goes out.
Do the rates have to be maintained twice, here and in your accounting software?
No. Item masters and rates sit in one place and are pushed across. A revision is done once. Which side holds the master is settled with your accountant during set-up.
How is the price for price lists and schemes worked out?
The kinds of buyer, the item range, the scheme types and the billing links. Slabs and bundles add more than a flat offer. The quotation prices slabs, bundles and links on separate lines. Any of them can be dropped.
When will counter staff be billing from the new lists?
That depends on how tidy your rates are and how many schemes run. Lists by kind of buyer, start dates and discount limits arrive first. Schemes and dealer links follow. The proposal holds a date for each stage.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle price lists and schemes today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements