Quotation Based Customer Specific Price

Managing customer-specific pricing is a critical task for businesses with diverse customer bases. Jammy Incorporated faced this challenge and found a solution in the Quotation Based Customer Specific


Quotation Based Customer Specific Price Blog

1. Client Background

Jammy Incorporated, founded by Ralph L. Bradley in 1971 in Fort Worth, Texas, began as a contract manufacturing and importing company for automotive lighting and safety products. Over the decades, Jammy evolved into a full-service OEM in the global manufacturing sector, specializing in vehicular lighting, precision metal, and custom electronics. Today, it remains a family-owned business, operated by the Bradley family, with extensive experience in importing and manufacturing. Jammy operates a joint venture manufacturing facility with state-of-the-art capabilities and multiple warehousing and distribution centers in the USA and Canada.

2. Use Case

Jammy Incorporated deals with a diverse customer base, each with unique pricing agreements. Initially, they managed separate price lists for each customer, which led to complexities and potential errors in pricing. By implementing the Quotation Based Customer Specific Price feature in ERPNext, Jammy streamlined their pricing processes, improved accuracy, and enhanced overall sales operations. This feature allowed them to maintain a single price list while setting customer-specific prices based on quotations, ensuring accurate and efficient sales transactions.

3. Features & Benefits

  • Manage a single, unified price list for all items.

    Simplifies the pricing structure, making it easier to update and maintain prices across the board.
  • Set customer-specific prices directly in the standard price list based on quotations.

    Ensures each customer receives personalized pricing, enhancing their experience and loyalty.
  • Automatically fetch the customer-specific quoted price when creating sales orders or invoices.

    Reduces manual entry errors, speeds up the sales process, and ensures accurate billing.
  • Provides an intuitive interface for managing and updating customer-specific prices.

    Saves time on administrative tasks, allowing focus on strategic activities.
  • Automates price fetching and maintains a single price list, minimizing pricing errors.

    Leads to smoother sales operations, reduced disputes, and increased customer satisfaction.

4. Video

5. Conclusion

The Quotation Based Customer Specific Price feature in Frappe ERPNext is a transformative tool for businesses aiming to streamline their pricing processes and enhance customer satisfaction. By maintaining a single price list and automating the fetching of customer-specific prices, businesses can achieve error-free sales operations and improve the overall sales experience.

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