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Pricing & margins

Name: Pricing & margins
Brand: Company Mesh
SKU: crm.pricing

The right price, the right margin, on every quote.

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crm.pricing

What you gain

Setting the right price means knowing your real cost, your delivery costs and your target margin. The Pricing module brings this information together and guides your sales reps: recommended price, possible discounts, alerts when a quote drops below the profitability threshold.

01 Profitability under control Margins calculated line by line and across the whole quote.
02 Guided sales reps Optimal, acceptable or risky price, shown live.
03 Consistent discounts Volume tiers and price lists per customer type.
04 Prices always up to date History, scheduled increases and supplier prices tracked.

Features

Pricing & margins

Several prices per product

Cost, recommended, sold: everything is clear.

Each item carries its purchase price, recommended price and actual selling price. Separate price lists can apply depending on customer type, brand or sales channel.

What it enables

Cost, recommended and selling prices
Price lists per customer segment
Multiple supplier prices per item
Automatic commercial rounding

Live margin calculation

See profitability before you send.

In the quote, the margin on each line, on transport and on the total is shown in real time, visible internally only. Any change to a price or discount updates everything instantly.

What it enables

Product margin, delivery margin and overall margin
Display restricted to authorised profiles
Updates on existing quotes
Margin export by period

Volume-based pricing

Reward volume, automatically.

Define quantity tiers with their price or discount. The right tier applies automatically in quotes and orders, and can be shown to the customer.

What it enables

Quantity-tier price grids
Automatic application in quotes and orders
Optional display to the customer
Compatible with margin calculation

Sales decision support

Optimal, acceptable or risky price.

Margin targets colour-code every price: green, orange or red. An alert warns the sales rep before a quote below the threshold is sent, and a summary shows each rep's practices.

What it enables

Margin targets per family or customer
Visual indicators on every line
Alert below the recommended threshold
Summary view per sales rep

History and scheduled increases

Anticipate price changes.

Every price change is logged with its context. An increase can be scheduled for a specific date: it applies automatically, with no re-keying.

What it enables

Full price history
Prices scheduled by date
Updates after supplier feedback
Excel import / export for annual negotiations

Commissions and fees

Your remuneration, calculated without errors.

For brokerage or intermediary businesses, a percentage commission is added on goods and transport. The rate is set per deal, within the limits you define.

What it enables

Configurable percentage commission
Choice of calculation base (goods, transport…)
Minimum and maximum limits
Detail shown on the customer document or not

Example Search-mandate commission calculated on goods and haulage, from 0.1% to 30%.

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Price per m², per pallet, per tonne or per hour, mandate commission, transport included or not: we model your way of calculating a price, including its rounding and exceptions. You set the margin targets, by product family or by customer.

Integrations available

Compatible with the tools you already use.

Price list import

Excel / CSV
Supplier APIs
EDI

Accounting

Inqom
Exact Online
Pennylane
Odoo

E-commerce

WooCommerce
Shopify
PrestaShop

Non-exhaustive list: other tools can be connected to suit your needs.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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