The same customer is quoted three different rates in one week.
Price lists and schemes keep your rates where the whole counter can see them. One list per kind of buyer, each rate starting on a date, and the offer that runs on top of it. Billing then picks the right one by itself. An old bill keeps its old rate, and 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, and he is at a wedding in Mandya. The counter bills whatever the customer says he was charged last time.
A list per kind of buyer, each with a date it applies from. Schemes ride above it: ten plus one for Dasara, a slab past a hundred bags, an exchange bonus that ends on the fifteenth. The bill applies what is running and prints it as a line.
What price lists and schemes does.
Rates by kind of buyer
Retail, dealer, project, or one for a party who has earned his own rate. Each item carries a rate in every list.
Rates that start on a date
A new rate applies from the day you name. Bills raised earlier keep the earlier one, and no pending quotation goes bad overnight.
Schemes with a stop date
Quantity slabs, free quantity, festival discounts and exchange bonuses, each with the day it starts and the day it dies.
How far each person may go
The salesman to a point, the manager further, the owner as far as he likes. Beyond that, the bill waits for approval.
The scheme printed on the bill
What was given and under which offer, on the invoice itself. Nothing to argue about in March.
What each party really pays
Rate given against list rate, customer by customer, so the leak on one account is not hidden inside a good month.
The people who open this every day.
Billing clerk
Types the customer and gets his rate. No phone call to the owner mid-bill.
Sales executive
Quotes from the list his customer is on, and knows what the running scheme allows him to promise.
Owner
Sets the lists, approves what goes below them, and sees the discount given this month against last.
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
- Tally
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 dealer product runs festive schemes that stop on their end date.
We have one rate for everybody. Is this needed?
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, because 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 Tally?
No. Item masters and rates sit in one place and are pushed across, so a revision is done once. Which side holds the master is settled with your accountant during set-up.
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.
- No obligation
- We reply the same working day
- Your details stay private