What this customer pays, instead of the rate card
A retainer client on ten per cent off. A distributor on their own prices. A rate that drops when the quantity reaches fifty. All of it agreed once, and then applied by the software instead of remembered by a person.
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The discount that lives in somebody's head
Every business that sells to more than a handful of customers ends up with prices that are not the price. A retainer client who was promised ten per cent. A distributor with their own sheet, agreed two years ago. A rate that drops once the order is big enough.
Until now the only place any of that lived was in the head of whoever agreed it, and it got applied by hand, line by line, on every quotation, which works right up until that person is on leave and somebody else quotes the list price to a client who has been paying less for two years.
Price lists is that agreement, written down once and then applied by the software.
Two ways to say it, and they combine
A list can name a price for particular items (this one is ₹850 rather than ₹1,000), and that is the whole of it for a sheet negotiated item by item.
Or a list can move everything at once: ten per cent off the whole rate card, without naming a single item. New items added to the catalogue next month are on it too, without anybody remembering to add them.
And a list can do both. The percentage moves everything; a price set against one item wins for that item alone. So “ten per cent off, except the machine, which is a fixed ₹40,000” is one list rather than two.
What a list can carry
Quantity breaks
A second row for the same item at a higher quantity: ₹850 each, or ₹800 once they order ten. A line takes the highest break its quantity actually reaches, so nine are priced at ₹850 and ten at ₹800, and that is decided by the software, not by whoever is looking at the order.
A default for everybody else
One list can be the one that applies to accounts with no list of their own: a trade price the whole channel gets. A customer with their own list is never moved onto it. Only one list at a time can be the default, because a question with two answers is not a default.
Dates that actually stop it
A festival list that runs to the end of October stops pricing on the first of November on its own. Until then it is live; after, everyone on it is back on the rate card, and both the list and the item say so in words rather than leaving two dates to be worked out.
Buying, as well as selling
A list can price what a vendor charges you instead of what a customer pays. Same arithmetic, applied to purchase orders and bills, so an agreed supply rate is applied the same way an agreed sale price is.
On the document, where it matters
Pick an item on a quotation, an invoice, a purchase order. The price that arrives is the price that customer pays, not the catalogue figure. The line says which list it came from, because a rate that quietly differs from the rate card is exactly the one somebody queries a week later.
Change the customer half way through and it offers to re-price what is already on the screen. Offers, rather than does: rewriting prices in front of somebody without asking is not something to discover afterwards. A rate you typed yourself is left alone either way, because a price agreed on the phone is a decision, not a default.
And what it deliberately does not do
Nothing here reaches back into a document that has been saved. A price list answers what something would cost; the invoice records what was actually charged. So a list edited next March cannot change what somebody was invoiced last year, which is the only way an old document can still be trusted to say what happened.
Deleting a list that customers are on says how many, and what it means, before it does anything: they go back to the rate card, and that may raise what they are charged.
Does this affect anything you already have?
No. Every item keeps its rate card, and with no price list anywhere every price is exactly what it was. Nothing changes until a list is made and somebody is put on it.
Price lists are under Inventory. A customer or vendor is put on one from their own record.
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Start with what you need. Grow into the rest.
Per user, per month. Every plan carries the whole product’s foundations (custom fields, roles, reports, documents and notifications) and differs only in how many modules are switched on. Change plan whenever you like; nothing is re-entered and nothing is lost.
CRM + Sales Documents
Leads, customers and deals, with quotations and GST invoices
Pay annually
+ 18% GST: ₹175.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹234.82 / user / month incl. GST
- Leads, customers, companies and deals
- Quotations, sales orders and GST invoices
- Your own mailbox, with replies filed against the record
- Reports, dashboards and exports
- Documents, folders and sharing
- Exhibitions: visiting card scanning, and what each fair earned
- Integrations: IndiaMART, Just Dial, Tally, Google Drive and Dropbox
7 modules switched on
- CRM
- Sales documents
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
CRM + Sales Documents + Subscriptions + Warranty
For a business that bills on a cycle and stands behind what it sells
Pay annually
+ 18% GST: ₹352.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹470.82 / user / month incl. GST
- Everything in CRM + Sales Documents
- Recurring billing, plans, add-ons and coupons
- Warranty registration and claims
- Items and stock, which warranty is held against
- Recurring revenue reporting
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
10 modules switched on
- CRM
- Sales documents
- Subscriptions
- Warranty
- Inventory
- Settings
- Reports & analytics
- Documents
- Notifications
- Exhibitions
1 GB storage per workspace (organisation)
Full Suite
Every module, switched on
Pay annually
+ 18% GST: ₹588.82 / user / month incl. GST
Pay monthly
+ 18% GST: ₹706.82 / user / month incl. GST
- Every module in the product
- Procurement, Inventory, Manufacturing and Quality
- Books, GST returns, TDS and payroll
- Projects, timesheets and billing
- Integrations: IndiaMART, Just Dial, Shopify, Tally, Google Drive and Dropbox
21 modules switched on
- CRM
- Subscriptions
- Sales documents
- Vendors
- Procurement
- Inventory
- Manufacturing
- Quality
- Books
- Accountant
- Projects
- Warranty
- Documents
- Notifications
- Reports & analytics
- Settings
- Point of sale
- Exhibitions
- Channel Partners
- Cross-sell
- Targets & Commission
5 GB storage per workspace (organisation)
Only want this one module?
Individual modules are sold on their own alongside the plans. See every module’s price.
What about storage?
A single module includes 1 GB of storage per workspace (organisation) and Full Suite includes 5 GB per workspace (organisation): documents, attachments, file versions and photographs, counted together for everyone in it, not per user. Add more at any time in tiers, or move to Full Suite and take the larger allowance with it. Nothing is deleted if you run close; uploads are refused with a reason, and what you already have stays exactly where it is.
Annual or monthly?
Both. Annual works out cheaper per month and is charged once at the start; monthly costs a little more and can be stopped at the end of any cycle. The card shows the per-user-per-month figure on both, so the two are comparable at a glance rather than by arithmetic.
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