Different starting points.
A clear path through the work.
Follow a supplier price change, investigate an invoice, review an agreement or verify an external price file. Scroll through each journey to see the decisions and outcomes unfold.
Illustrative companies and records. All values exclude VAT. Select a step to jump, or scroll naturally in either direction.Supplier change to customer prices
Follow Northline Trade Supplies from Westmere’s supplier file to customer publication. Trade sealant changes from £32 to £40 per box of 12.
One supplier file starts the review.
Northline receives Westmere’s December cost file. Trade sealant rises from £24 to £30 per box of 12. The team selects the supplier, effective date and file mapping.
A file becomes familiar records.
Resolve the details before calculating.
The sealant unit is unchanged. A separate fitting now comes in a pack of 8 instead of 10. The reviewer resolves that exception before accepting the relevant costs.
Same pack price. A different unit cost.
Choose the commercial response.
Keeping sealant at £32 leaves £2 gross profit per box. The team compares alternatives and chooses £40 to maintain a 25% gross margin on the new £30 cost.
Compare the choices in pounds.
Give each customer the right date.
Northgate requires 30 calendar days of notice. Marsh has a confirmed price hold through 31 January. Both terms are included before the release is approved.
One change. The right date for each.
Approve the reviewed version.
Your reviewer checks the products, prices, agreements, outputs and proposed dates. Approval retains that version; material edits require another review.
A clear approval, with evidence.
Send notices and check the evidence.
The team authorises the customer notices separately. In this example Northgate’s qualifying notice is sent on 20 November, making 20 December its earliest date under the recorded rule.
See the exception that needs attention.
Activate at each permitted date.
The release checks readiness again. Northgate’s new prices become current on 20 December. Marsh retains its existing prices through 31 January and changes on 1 February once its requirements are met.
Your branding. Their approved prices.
Your trade price list
Effective 20 December 2026 · GBP · Excluding VAT
Close the loop with the customer.
Northgate sees £32 become £40 per box, downloads the comparison and asks about the selling unit. The account team replies in the portal, alongside the acknowledgement of receipt.
Keep the reply with the account.
Investigate a supplier invoice
An invoice can arrive without a new price release. Follow the check from source file to a reviewed possible overcharge.
Start with the dated goods lines.
Upload the supplier invoice CSV and identify the relevant products, quantities and invoice date. The check uses accepted costs for that date.
Spot a charge worth questioning.
Find the line worth investigating.
Ten boxes were invoiced at £30.60 each against an accepted cost of £30. The possible difference is £6; ambiguous rows remain unresolved.
Spot a charge worth questioning.
Keep the assessment with its source.
Your team reviews the goods line, unit conversion and cost evidence, records its notes, and decides how to follow up with the supplier.
Take the evidence to the supplier.
From agreement text to confirmed terms
Use supplied agreement text to prepare a proposed rule, then let the responsible person confirm what applies to the account.
Begin with the customer’s document.
With consent, use a TXT file or PDF with extractable text. Review each suggestion alongside the matching source passage.
The suggestion comes with its source.
Trade prices for the listed products remain fixed through 31 January 2027.
Resolve the uncertainty before saving.
Check the hold date and notice terms, resolve ambiguous fields and create a proposed agreement for Marsh Plumbing.
Your team confirms the promise.
Apply the reviewed agreement to later releases.
An authorised person confirms the terms. Future releases use the confirmed hold through 31 January, together with other applicable eligibility requirements.
One change. The right date for each.
Verify prices in an external export
Check whether a supplied system file matches the approved customer prices, then verify new evidence after your team corrects a difference.
Start from the approved customer version.
Choose the approved customer snapshot and upload the scoped system CSV. Compare product codes, prices, pack sizes and currencies.
Check the export against the decision.
Put the discrepancy in front of the right person.
Review the saved finding and the original evidence. Your team makes any necessary change in the external system.
Open the item that needs your decision.
Verify a fresh export after correction.
Upload a new file. A £40 price for the same box of 12 now matches the approved snapshot, while earlier findings remain as evidence.
Check again after the correction.
Set up the essentials once.
Create your suppliers and products, price books, customer groups and confirmed agreements. Add company branding, sender details and the people who review and approve changes.
See what a clearer process could look like.
Explore the sample workspace or talk to us about your supplier files and customer pricing.
The sample workspace and all website animations use illustrative records.