Price lists, formulas and invoices that agree with each other.
Sales invoices, credit and debit notes, sales and purchase price lists, bundles, price formulas, agreements and a price simulator.
Pricing in Portal is a rules engine, not a spreadsheet. Price lists are organised into sets, prices can be fixed or computed by a typed formula, agreements override lists for specific partners, and a simulator shows exactly which rule produced a price before you commit to it.
Sales invoices, credit notes and debit notes use the same tax engine as purchasing, so VAT and withholding are determined consistently on both sides of the ledger.
Sales & Pricing in detail
Price lists and sets
Sales and purchase price lists grouped into sets with validity periods, currencies and quantity breaks.
Price formulas
Compute prices from cost, margin, other lists or partner attributes with a typed, deterministic formula language.
Agreements and bundles
Partner-specific agreements take precedence over lists. Product bundles sell several items under one line and one price.
Price simulator
Enter a partner, item, quantity and date and see the resolved price together with the rule chain that produced it.
Sales invoices and notes
Invoices, credit and debit notes with tax determination, approvals, PDF output from the report designer and posting to AR.
Common questions about Sales & Pricing
Can we have different prices per customer group?
Yes. Price list sets and partner agreements let you maintain one base list and layer customer- or group-specific prices on top.
How do we check why a price was applied?
The price simulator resolves a price for any partner, item, quantity and date and explains which list, agreement or formula won.
Other modules
Finance
Chart of accounts, ledgers and journals with automatic posting, fiscal years, matching, tax and analysis dimensions.
Learn moreInventory
Items, warehouses and locations, lots and serials, transfers, reservations, physical counts and inventory costing.
Learn moreProcurement
Material requests, requests for quotation, supplier submissions, evaluation and purchase orders, with landed costs and purchase invoices.
Learn more