Yes, pricing rules can be linked to customer accounts, groups or agreed contracts. Start by describing how prices are currently decided. A customer-specific price, a percentage discount and a quantity discount may need different rules.
How could this work in practice?
A trade customer might receive an agreed item price for a fixed period while another account uses a standard price list. When staff prepare a quotation, the system can show the applicable price and the rule used, subject to the permissions and approval process agreed.
What needs to be agreed before development?
Define rule priority, effective dates and who may override a price. Confirm how delivery charges, tax and rounding are handled with the person responsible for pricing and accounts. Existing quotations may need to retain their approved values after price lists change.
What should we check before using it?
Test overlapping discounts, expired agreements and customers moving between groups. Compare sample totals with approved examples. Clear rules reduce inconsistent pricing and help staff explain the amount offered to a customer.
How can Digital Solutions help?
Digital Solutions can review your current process and scope the development needed for your business. Book a free 15-minute software review or visit https://www.digitalsolutions.help/.