PL ProfitLensGCC ERP by Somar
Help CenterSales & CRMPricing & Promotions
Help Center · Sales & CRM

Pricing & Promotions

Manage customer groups, price lists, promotional rules, product scope, and price simulations.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Create customer pricing groups

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Maintain price lists

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Define promotional rules

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Choose products with filters

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Simulate price and margin outcomes

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Feed consistent pricing into orders and portal sales

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  1. Create customer pricing groups
  2. Maintain price lists
  3. Define promotional rules
  4. Choose products with filters
  5. Simulate price and margin outcomes
  6. Feed consistent pricing into orders and portal sales

Related procedural guides

Workflows

Quotation to Cash

A connected commercial path from customer and price context to delivery, invoicing, collection, and accounting.

Open guide →

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Pricing behavior depends on the selected customer, product, effective dates, and configured rule precedence.