NO. RV 00023841 A
Solutions · Price lists & customer-specific pricing

Every customer’s price,
on the record.

Base lists, market lists and customer price books resolve on one governed hierarchy, so every price cites the record that governs it, and updates reach every system the day they take effect.

1 spine
Base, market & customer lists on one hierarchy
<24 hrs
To update every list a change touches
5–10 days
First module live · full go-live 6–10 wks

Customer-specific pricing, managed in spreadsheets, is a full-time leak.

Nobody knows which price governs“Which list is he on?”Base list, market list, customer book, honored quote, four candidate prices per order, and the ERP picks one without showing its work.
List maintenance is a manual grind“Every customer price is a snowflake in a spreadsheet.”Thousands of customer-specific prices maintained by hand means updates take weeks and errors ship as invoices.
New lists ship, old prices keep flowing“The update went out; the old prices kept shipping.”Without governed versions and effective dates, downstream systems serve stale prices for weeks after every change.
Price book explorer, AL-EXT-240 down the hierarchy
LevelPriceGoverning record
Base list$210.00PB-BASE-2026 · v2026.4
↳ Market list · Northeast Distribution$201.60PL-MKT-AH-DIST · −4.0%
↳ Customer · Summit Building Supply$198.00CTR-2087 §4.2Governs
↳ Quote override, None active
One SKU, resolved base → market → customer. The winning record is cited on the price, not implied by whichever spreadsheet is newest.
Illustrative preview · not connected to live data

One price, resolved down the hierarchy

Every SKU resolves base → market → customer → quote, with the governing record cited at each level. Customer-specific prices stop being snowflakes and become rules the spine maintains.

  • Base, market and customer lists with explicit precedence
  • The winning record cited on every resolved price
  • Customer-specific terms maintained as rules, not rows

A list-wide change without the spreadsheet weekend

Scope, rule, preview, publish. The preview shows exactly what changes, and exactly what doesn’t: contract-protected items held to term, floors enforced, every exception named.

  • Scope by list, segment or attribute, thousands of SKUs at once
  • Preview the full impact before anything ships
  • Protected items and floor clamps handled by rule
List-wide price change: PL-MKT-AH-DIST
SCOPENortheast Distribution market list
1,842 SKUs · 184 customers inherit
RULEList +3.0% · round to nearest $0.50
Effective Oct 1 · corridor floors enforced
PREVIEWWhat actually changes
1,791 SKUs updated · 37 contract-protected held to term · 14 clamped at corridor floor
every held-out and clamped SKU listed with its governing record
Illustrative preview · not connected to live data
List versions & publishing: PL-MKT-AH-DIST
v2026.5 · staged+3.0% list change · effective Oct 1 · approved by pricing owner
Awaiting publishpublishes on eff. date
v2026.4 · active1,842 SKUs · in force since Jul 1
Activegoverning today
v2026.3 · archivedretired Jul 1 · full history retained
audit trail
ERP synced 2m ago · CRM synced 2m ago · customer portal synced 2m ago
Old prices stop shipping the day new ones start, because every downstream system reads the same version.
Illustrative preview · not connected to live data

New prices start, old prices stop, same day

Lists are versioned records with effective dates. The staged version publishes to ERP, CRM and the customer portal in one motion, and the old one retires itself.

  • Versioned lists with staged effective dates
  • One publish reaches every downstream system
  • Full version history for the next audit or dispute

From price-list chaos to a governed hierarchy

Step 01Load the listsYour base, market and customer lists land on the spine, overlaps and conflicts surfaced on day one.Data & Context Studio →
Step 02Govern the hierarchyPrecedence becomes explicit; changes run scope → rule → preview → publish with approvals on the record.Price Management →
Step 03Serve every channelResolved prices flow to quotes, orders and the portal from one version, guidance included.Quote Management →

The questions pricing ops asks first

We have tens of thousands of customer-specific prices. Does that migrate?

Yes, loading your existing lists is the first step, and the spine flags the overlaps and contradictions your spreadsheets have been hiding. Most teams find the cleanup alone pays for the project.

Can sales still negotiate customer-specific prices?

Yes, through quotes and agreements that land on the same hierarchy, with corridor guidance at the moment of negotiation. What ends is the untracked spreadsheet edit that nobody can explain later.

What happens in the ERP?

The ERP keeps executing orders, it just reads prices the spine resolved and published, instead of maintaining its own competing copy. Sync is continuous and versioned.

Put every price on the record.

Bring your messiest price list. We’ll show you the hierarchy, the conflicts and the first governed update.

Plate S8 · Series 2026 · Solutions · RV·2026·S8
Plate B2 · Series 2026