Pricing Owned by Beau Harrington · reviewed 21 Jul 2026
How price agreements work
Which price applies, and why is this line flagged?
An account's agreement rate always beats list. If a line is keyed at list when an agreement exists, validation flags it before it ships, not after the customer queries the invoice.
Every agreement has a reference and an expiry. The rate on the agreement is the rate on the order, whoever keys it and whatever channel it came in on.
A line above the agreed rate is a warning rather than a blocker, because occasionally there is a reason. If there is no reason, reprice it: the customer will find it on the invoice and the credit costs more than the margin did.
Leakage across the whole book is reported, so this is measured rather than argued about.
What to do
- 1 Open the flag on the order. It shows the keyed price, the agreed price and what the difference is worth over the quantity.
- 2 Press Apply agreed price unless there is a recorded reason not to.
- 3 If the agreement itself is wrong, fix the agreement on the customer record so the next order is right too.