01 · Finance & Commercial Administration

Pricing & Margin System

A calculation workspace for comparing selling prices with the costs and commercial rules behind them.

Commercial staff need to understand the cost assumptions behind a proposed selling price. A pricing workspace makes those inputs and calculation rules reviewable. It is useful when an undocumented workbook or copied quotation produces different prices for the same offer without an explained decision.

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02

What it manages

It can hold cost inputs, markup or margin formulas, price lists, discounts and effective dates. Markup and margin are different calculations, so the chosen rule needs explanation. The system supports price review; its output still requires the business's approval before publication.

03

How it works in a business

Staff update the checked cost inputs and calculate a proposed price. A reviewer compares the result with the target margin and any customer-specific rules. Approval publishes or exports the price list, retaining a history of the values used at the time.

04

What SFn can customise

SFn can implement product or service formulas, approval thresholds and scenario views. Catalogue or quotation connections can be agreed. Rounding, tax inclusion and currency treatment require verified examples supplied by the finance or commercial owner.

05

Related & next step

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