The right price for every customer, from quote to order
Construction companies ask prices for a site, compare them and order. Truxia keeps your price lists and promotions and applies them to the lines of every quote.
When the customer accepts, the quote becomes an order without retyping anything, and the goods stay committed for them.
A price list for every kind of customer
A price list can apply to everyone, to one customer or to a customer category, with its validity dates.
Truxia picks the price from the list that applies to that customer on that date, so nobody has to remember who gets which discount.
General price list
Prices for every customer.
Customer price list
Prices agreed with one customer.
Category price list
Prices for a category of customers, such as companies or tradesmen.
Validity
Each price list applies between its dates.
Promotions with a start and an end
Promotions have a validity period and can apply to everyone or to specific customers.
During the period, Truxia applies them to document lines.
Promotions end on their own, on their date.
From quote to order, with the goods committed
The accepted quote becomes a customer order with the same lines and prices.
The order commits the goods in the warehouse; with deliveries, partial ones too, it knows what has shipped and what is still to deliver.
- Price list
- Quote
- Order
- Delivery
Questions about quotes and orders
Can I have different prices for different customers?
Yes. A price list can apply to everyone, to one customer or to a customer category, each with its dates.
Do promotions apply on their own?
Yes. During their validity period Truxia applies them to the document lines of the customers they are for.
Do I have to retype the quote into the order?
No. The accepted quote becomes an order with the same lines and prices.
Can I deliver an order in several shipments?
Yes. Every delivery note records what shipped and the order keeps track of what is left to deliver.
Try Truxia on your own catalog
Create your account, or write to us for a demo.