Step 01
Override created
Per-customer rate override created against an item, an item group, or a category. Effective from and to dates required.
Item Master Software | Customer-Specific Pricing
Customer overrides without the spreadsheet sprawl.
Per-customer rate overrides sit on top of the master price list. Override approval-routed; rationale captured; expiry-date enforced. The strategic-customer rate sheet that lived on someone's desktop now lives in the system, with the audit trail intact.
How it works
From customer agreement to applied rate.
Step 02
Approval routes
Below-cost or above-discount-policy overrides route to the CFO. Within-policy overrides route to the sales head. The matrix is configurable.
Step 03
Applied at quote and invoice
Quote, sales order and invoice for the customer use the override automatically. The standard rate is shown alongside; the discount captured.
Step 04
Expiry enforced
Override expires on the configured end date; the customer reverts to the regional or channel base list. No silent perpetual discounts.
What the system does
Capability, input, output.
| Capability | Input | Output |
|---|---|---|
| Override scope | Customer + item / group / category | Override rate per scope |
| Approval routing | Override + policy thresholds | Approver chain by amount and discount |
| Expiry enforcement | End date on override | Auto-revert to base list at expiry |
| Discount visibility | Standard rate vs override | Discount captured per line |
| Renewal workflow | Approaching expiry + customer | Renewal task assigned to sales |
-
Override scope
- Input
- Customer + item / group / category
- Output
- Override rate per scope
-
Approval routing
- Input
- Override + policy thresholds
- Output
- Approver chain by amount and discount
-
Expiry enforcement
- Input
- End date on override
- Output
- Auto-revert to base list at expiry
-
Discount visibility
- Input
- Standard rate vs override
- Output
- Discount captured per line
-
Renewal workflow
- Input
- Approaching expiry + customer
- Output
- Renewal task assigned to sales
Compliance + integrations
Customer pricing, on the record.
Customer-specific pricing is a revenue-recognition decision. The audit trail captures the agreement reference, the approver, the rationale and the expiry. Auditors can read the pricing decisions at FY-end.
Regulations we work within
-
AS-9 / Ind-AS 18 (Revenue)
Discount captured as a deduction at invoice; net revenue reflected.
-
Section 14, Customs Tariff Act (related-party)
Related-party customer overrides flagged for arm's-length review.
Connects to
- AR module Auto-applied at invoice
- CRM Customer-agreement reference
Customer-Specific Pricing FAQ
What buyers ask.
Can the override be conditional (e.g., based on quantity or annual commitment)?
Yes. Conditional overrides are supported. Quantity-tier overrides apply per-order; annual-commitment overrides apply once the cumulative volume crosses the threshold; below-threshold the standard rate applies, with rebate captured at FY-end.
What happens when the customer is acquired or merged?
The acquiring entity inherits the override (or the override is voided, configurable per merger event). The audit trail captures the customer-master change with the override implication.
Strategic customers with bespoke contracts. Does this scale?
Yes. Hundreds of customer-specific overrides are typical for B2B distributors. The system handles 50K+ overrides per organisation. Reports roll up by customer, by item or by category.
More in Item Master Software
Related features
Bring your strategic-customer rate sheet. See it become an override.
Connect one entity, free. Upload the strategic-customer pricing spreadsheet. The system maps each customer + item + rate to an override with audit trail and expiry.