| Role | View | Generate | Finalize | Record payment | Void | Counter sale |
|---|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Allowed | Not allowed | Not allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed |
| Accountant | Allowed | Not allowed | Not allowed | Allowed | Not allowed | Not allowed |
| Sales | Not allowed | Not allowed | Not allowed | Not allowed | Not allowed | Allowed |
Overview
Every regular buyer wants their own rate, and you don't want to remember which one in your head. Pricing & Quotes lets you set a price list per customer, give cheaper rates for bigger quantities, run discount rules, and send a proper quotation that the customer can accept — which then turns into an order with one click. No more re-keying prices on every bill.
Where to find it
In the sidebar under Money → Pricing & Quotes. The page opens at /pricing-quotations, which is the same screen as /pricing-quotes. It has three tabs:
- Price lists — your rate cards and which customers they cover
- Volume slabs — the quantity-break discounts that are live
- Quotations — every quote, its status, expiry, and a Convert button
This is a web screen — there is no mobile version. New quotation (top right) takes you to the quote builder; Export downloads the current tab as a CSV.
Key concepts
A rate card you build once and attach to one or many customers. A list can be marked default for all customers. Each line in a list carries a minimum quantity — that is how one list holds slab rates for the same item (e.g. 1+ at one rate, 50+ at a lower rate).
A rule that drops price automatically. Three kinds: a volume slab (cheaper above a quantity), a percentage off, or a flat amount off. Rules can be scoped to all customers/all SKUs or to specific ones, and can carry a floor price or floor margin so a discount never takes you below a price you'll accept.
How Neev picks the price. For each item, Neev works down a fixed order and stops at the first match: a quotation rate (if the order came from one) → for a D2C-channel sale, always the base price → a customer-specific price for that item → the customer's assigned price-list rate → a matching volume slab → a percentage or flat discount → and finally the plain base price. If a floor is hit, the price is clamped up and you get a warning on the line.
A priced offer you send a customer. It moves draft → sent → accepted (or rejected, or expired), and an accepted quote becomes converted once you turn it into an order. Quote numbers run like QT-2026-06-00042. A sent quote defaults to 30 days validity.
Common workflows
On the Price lists tab, open New quotation's sibling flow or create a list, then add each SKU with its rate. Set a minimum quantity on a line to make it a slab rate. Assign the list to the customer so it applies to their orders automatically.
On the Volume slabs tab, add a discount rule. Pick volume slab, percentage, or flat amount, scope it to the right SKUs/customers, and (optional) set a floor price or floor margin so it can't cut too deep.
Hit New quotation, pick the customer, add items — Neev fills in the resolved rate, GST per HSN, and the total. Save the draft, then Send it. Sending stamps the validity date (30 days by default).
When the customer agrees, mark the quote Accepted. The row's button then reads Convert — click it and the quote becomes a real order, carrying its exact line prices over as the locked rate.
Role notes
Who can do what on this screen:
| Role | View prices & quotes | Edit price lists & discounts | Run quotation flow | Delete list/rule/quote | Read pricing audit log |
|---|---|---|---|---|---|
| Owner | Allowed | Allowed | Allowed | Allowed | Allowed |
| Manager | Allowed | Allowed | Allowed | Not allowed | Not allowed |
| Sales | Allowed | Not allowed | Allowed | Not allowed | Not allowed |
| Operator | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
| Accountant | Allowed | Not allowed | Not allowed | Not allowed | Not allowed |
- Owner has the full surface — edit price lists and discount rules, run every quotation step, delete a list, rule, or quotation, and read the pricing audit log.
- Manager can edit price lists, items, customer assignments, discount rules, and run the whole quotation flow (create, send, accept, reject, convert). A manager cannot delete a price list, rule, or quotation, and cannot read the pricing audit log — both are owner-only.
- Sales owns the selling side: create, update, send, accept, reject, and convert quotations, and view prices. Sales cannot change list prices, discount rules, or assignments.
- Operator and Accountant are read-only here — they can look up a price or a quote but cannot edit lists, rules, or quotations.
Tips & time-savers
Once a quote is accepted, the row button changes to Convert — one click makes the order with the agreed prices locked in, so nobody re-types or re-negotiates the rate at billing.
Gotchas
A sent quote expires on its own once the validity date passes (30 days by default) — an expired quote can't be accepted, so send a new one if the customer comes back late. Discount floors also bite quietly: if a rule's floor price or floor margin kicks in, the line price is raised back up and flagged with a warning rather than honouring the lower number.