Commercial rules and pricing context
Price lists, currencies, exchange rates, vendor and customer terms, margins and approval rules for consistent calculation.
What this process solves
Quotes and profitability use controlled rules instead of private spreadsheet formulas.
When to use it
- When the team works in multiple currencies.
- When prices differ by partner or channel.
- When management controls margins and approvals.
How the process works
- 01
Set price sources
Vendor, historical, list and manual prices stay identified and comparable.
- 02
Apply terms
Currency, rate, discount, logistics, tax and payment terms form the full pricing context.
- 03
Control exceptions
Calculation versions and approvals preserve the decision trail.
Process outcome
- Comparable calculations by item and quote.
- Visible difference between cost, planned and sales price.
- Audit trail for changes and approvals.