Pricing

Pricing in the platform is designed using Pricing Sets to make the process of defining and updating your pricing as simple as possible. Pricing Sets define what you charge for a product or a group of products that share pricing according to various Pricing Tiers and Package Formats. Default Pricing Tiers are Price to Wholesale (PTW) and Price to Retail (PTR). Finally, each tier + format price has full support for historical and future‑dated changes. The system always selects the correct price based on the document date and the selected format and tier.

How Pricing Is Used

Pricing Flow

1. Create a pricing set with formats (e.g., 1/2 BBL) and prices for PTW/PTR and each format that requires pricing.
2. When you create a new Beer, choose its correct pricing set from the "Distribution Pricing" selection.
3. To change a price for a beer, either:
   • Change the price in the relevant pricing set, or
   • Re-assign a different pricing set to the beer
4. When creating orders/invoices, the system:
   • Finds the beer’s pricing set
   • Matches the format and tier
   • Applies the price effective on the document date

Using the Pricing View

The Pricing view opens to a tier‑first grid:

• Change between tiers using the toggle button in the upper left
• To view all tier + format prices for a pricing set, click on the title of the pricing set
• To view a detailed screen for a tier + format price, click on the cell
• To view a price aging report (current and previous price, days since last changed) for a tier + format across all pricing sets, click the format header cell
• To quickly add new prices for a tier + format, click the column header to view the aging report, and click on the quick add button in each row

Managing Pricing

• Create a set: click “New Pricing Set,” give it a clear name, add formats, and enter PTW/PTR prices. You can add future‑dated entries; the app will apply them on/after the effective date.
• Edit prices: from the grid, either open the detailed view (via the header) or click a price cell to open the editor for that format/tier. Add/remove dated prices as needed; history is preserved.
• QuickBooks (optional): link each tier/format price to a QuickBooks Item from the editor. Links help when generating invoices but are not required to create them.

Tips

• Use descriptive names for pricing sets (e.g., “Seasonal IPA" ).
• No need to define separate pricing sets for different time periods, e.g. "Seasonal IPA 2025", as changing and dated pricing is managed within the price records
• Plan updates ahead by adding future‑dated entries rather than overwriting history.