Sales & pricing
The right price, without asking anyone
Distribution pricing is not one number. It is a distributor rate, a retail rate, a negotiated rate for the account that argues, a scheme this month, and a floor nobody may go below. Crateline resolves that in the order screen so your desk stops guessing and your margin stops leaking.
Prices resolve by rule
A price list can hang off a customer, a customer group, a channel or a territory. The most specific one wins, quantity slabs apply, and the screen shows you which rule produced the number — so a disagreement is a five-second check, not an argument.
- Customer → group → channel → base, most specific wins
- Quantity slabs and per-unit-of-measure prices
- A visible trace of why a price is what it is
Floors that hold
You can let a salesperson type a price. What you cannot afford is that price going below your floor without anyone noticing. Crateline flags it on the draft and blocks it at confirmation — including on manually typed prices.
- Floors per item or per channel, strictest rule wins
- Flagged while drafting, enforced at confirm
- Applies to manual overrides too
Credit decided before the truck leaves
Every customer carries a limit and terms. At confirmation crateline checks live outstanding and overdue — not a stale column — and either lets it through, warns, or parks the order for approval.
- Block, warn or require approval, set per customer
- Overdue triggers the policy even when there is headroom
- Approvals are logged with who released it
Schemes without spreadsheets
Buy ten get one free. Five per cent off above fifty cartons. A value discount for the month. These live in the system as data, apply automatically, and appear on the invoice — instead of being remembered, or forgotten.
- Free goods, quantity discount, value discount, slabs
- Overlap resolved by a stated priority, never stacked by accident
- Visible on the order and the invoice
Not built yet
Route and beat planning for field salesmen. The field app is on the roadmap, not in your hands today — if your reps take orders on the road, that is still a phone call to the desk.
See it against your own stock list
Bring a real item file and a real customer list. Half an hour, no slides — we load your data and you decide whether the numbers look like your business.
14 days · no card · export your data any time
