People and permissions
Invite your team, assign roles and manage capability access.
The Pricemont product
Every tool for a
clearer pricing decision.
Explore 16 areas of the platform, from supplier records and financial checks to customer communication, team access and billing. Scroll through each feature to see it work. The highlighted tab follows the animation; select a tab to jump ahead.
Illustrative feature previews of the working platform. The separate sample workspace covers selected flows.01 · Suppliers, catalogue and imports
Keep the source behind every update.
Manage supplier contacts, catalogue records and dated costs. Bring in new files with a reviewed mapping and a clear decision on exceptions.
Feature preview
SUPPLIERS AND PRODUCTS
Keep the record behind every update.
Westmere Building ProductsContact details and retained source files
Supplier recordWM012 · Trade sealantSupplier code, description and selling unit
Box of 12Accepted cost historyDated cost versions stay with the product
£24 → £30Review new products and archive records deliberately. Missing rows do not remove products.
WESTMERE BUILDING PRODUCTS
A file becomes familiar records.
Westmere December costs.xlsxSupplier costs · Effective 1 December 2026
Supplier referenceWM012 → Trade sealant
Product codePack quantity12 → Box of 12
Selling unitNet cost£30.00 per box
Supplier costConfirm the mapping and review the rows before accepting costs.
Manage supplier contacts, catalogue records and dated costs. Bring in new files with a reviewed mapping and a clear decision on exceptions.
- Supplier contacts, products, codes, units and accepted cost history
- CSV and Excel imports, retained originals and reviewed mappings
- Full and partial updates, duplicate and pack size exceptions
A missing row does not automatically discontinue a product.
02 · Hidden changes and code matching
Look beyond the headline cost.
Bring supplier files, product records and commercial checks together. Give every unmatched code or changed pack a clear review.
Feature preview
HIDDEN SUPPLIER CHANGES
Same pack price. A different unit cost.
Previous pack10 fittings£8.00 · 80p each
New pack8 fittings£8.00 · £1.00 each
Unit cost increase25%
Changed pack size needs review, even when the total price stays the same.
SUPPLIER CODE ASSOCIATIONS
Keep the product behind the code.
WM012Trade sealantWM012A
Proposed associationCompare the product and unit before confirming.
Review requiredConfirmed associationFuture commercial checks recognise the supplier code.
Reused in checksImport matching and acceptance remain separately reviewed.
Bring supplier files, product records and commercial checks together. Give every unmatched code or changed pack a clear review.
- Compare net unit costs, quantities and explicit discounts or rebates
- Surface pack changes, unknown codes and ambiguous comparisons
- Confirm code associations for reuse in commercial checks
A missing row does not automatically discontinue a product.
03 · Customers, groups and price books
Keep the account and its rules together.
Set up customer contacts, group membership and price book assignments before reviewing a release.
Feature preview
CUSTOMERS AND GROUPS
Give each account the right starting point.
Northgate BuildersAccount contact and customer access
Trade groupAssigned price bookA reusable rule for the customer group
Standard tradeMarsh PlumbingKeep negotiated fixed prices and holds with the account
Confirmed exceptionA customer can use its group price book or a directly assigned book.
REUSABLE PRICE BOOKS
Choose a rule you can review.
Standard tradeMargin is measured against selling price.
25% marginContractor bookMarkup is measured against supplier cost.
MarkupNegotiated productsConfirmed customer terms take precedence.
Fixed priceSet rounding and an explicit currency. Different currencies are not silently converted.
Set up customer contacts, group membership and price book assignments before reviewing a release.
- Customer contacts and group assignments
- Direct or group price books with explicit currencies
- Negotiated fixed prices and confirmed account exceptions
The current model supports one group per customer and an applicable confirmed agreement.
04 · Pricing rules and margin review
Know the effect before you choose.
Apply reusable margin, markup or fixed pricing rules. Compare the resulting selling prices with costs and confirmed customer terms before the release moves forward.
Feature preview
REUSABLE PRICE BOOKS
Choose a rule you can review.
Standard tradeMargin is measured against selling price.
25% marginContractor bookMarkup is measured against supplier cost.
MarkupNegotiated productsConfirmed customer terms take precedence.
Fixed priceSet rounding and an explicit currency. Different currencies are not silently converted.
PRICE BOOKS
See the margin before you decide.
Trade sealant · Box of 12
Supplier cost£24 → £30A £6 increase per box
Keep selling at £326.25%Gross margin on the new cost
Maintain a 25% gross marginProposed selling price per box
£40.00Use margin, markup or fixed price books, with rounding and confirmed customer terms.
Apply reusable margin, markup or fixed pricing rules. Compare the resulting selling prices with costs and confirmed customer terms before the release moves forward.
- Margin, markup and fixed price rules
- Rounding and currency settings for reusable price books
- Review old and new costs, proposed prices and customer terms
Forecasts depend on your inputs. They do not predict demand or calculate net profit.
05 · Financial scenarios and customer exposure
Model the decision before prices go live.
Use reusable price books, then compare the financial effect of passing on a cost change or deferring it for a customer.
Feature preview
FINANCIAL IMPACT
Compare the choices in pounds.
100 boxes · Forecast after the permitted date · New cost £30 per box
Illustrative gross profit. Saved scenarios use supplied sales quantities, customer dates and a forecast window.
CUSTOMER EXPOSURE
See the cost of a delay.
Illustrative 100 boxes while an agreed hold remains in effect
Existing selling price£32New supplier cost £30
Proposed selling price£40Same box of 12
Revenue difference while held100 boxes × £8 compared with the proposed price
£800Saved financial reports compare scenarios in the same currency and forecast window. Holds and deferral dates affect the estimate.
Use reusable price books, then compare the financial effect of passing on a cost change or deferring it for a customer.
- Use supplied sales history to estimate revenue and gross profit
- Compare how much of the proposed change to pass through
- Review holds, deferrals and comparable saved customer scenarios
Forecasts depend on your inputs. They do not predict demand or calculate net profit.
06 · Customer agreements
Keep the promise with the price.
Review source backed suggestions from agreement text, then confirm the terms that should govern each customer’s prices.
Feature preview
AGREEMENT SUGGESTIONS
The suggestion comes with its source.
MARSH PLUMBING · SUPPLIED AGREEMENT
Trade prices for the listed products remain fixed through 31 January 2027.
SUGGESTED PRICE HOLD31 January 2027Source passage attached
Review the source, resolve uncertain terms, then create a proposed agreement.
CUSTOMER AGREEMENTS
Your team confirms the promise.
Marsh PlumbingPrice hold through 31 January 2027
ProposedCommercial reviewCheck dates, notice rules and negotiated fixed prices.
Confirm termsEARLIEST DATE AFTER THIS HOLD1 February 2027Other applicable notice requirements still need to be met.
Document extraction does not automatically confirm or change agreements.
Review source backed suggestions from agreement text, then confirm the terms that should govern each customer’s prices.
- Fixed prices, inclusive holds and notice periods
- Agreement suggestions from TXT and PDFs with extractable text
- Source passages, proposed terms and human confirmation
Scanned documents and DOCX are not supported. Suggestions require your review.
07 · Supplier invoice checking
Find the differences that cost money.
Compare supplier invoice lines with accepted costs and check an uploaded system price file against your approved customer prices.
Feature preview
SUPPLIER INVOICE CHECK
Spot a charge worth questioning.
Trade sealant · 10 boxes of 12 · Dated invoice CSV
Accepted cost for the invoice date
£30.00 / boxInvoiced goods price
£30.60 / boxPossible overcharge · 10 × £0.60£6.00
Review the evidence before contacting the supplier. VAT, freight and other charges are excluded.
REVIEW THE FINDING
Take the evidence to the supplier.
Possible overchargeInvoice CSV, goods lines and accepted dated costs
£6.00Unmatched or ambiguous rowsAn unknown code or conflicting cost is not a confirmed match.
Review separatelyReview noteRecord the team’s assessment and follow up.
Saved with findingA finding does not change an invoice, issue a credit or contact the supplier.
Compare supplier invoice lines with accepted costs and check an uploaded system price file against your approved customer prices.
- Dated accepted costs compared with invoice CSV goods lines
- Pack conversions and explicit discounts or rebates
- Possible overcharges, unresolved lines and saved review notes
These checks use uploaded evidence. They do not connect to or update your ERP, and invoice PDF OCR is not supported.
08 · Approved price verification
Verify the price beyond the workspace.
Compare an uploaded system export with an approved customer snapshot. Investigate differences and verify a fresh file after a correction.
Feature preview
PRICE VERIFICATION
Check the export against the decision.
Trade sealant · Box of 12Price
Approved customer snapshot
£40.00Uploaded system CSV
£38.00Difference per box£2.00
Correct the external system, then upload fresh evidence to verify the result.
FRESH PRICE EVIDENCE
Check again after the correction.
Approved customer priceTrade sealant · Box of 12
£40.00New uploaded system CSVFresh evidence after your external correction
£40.00Comparison resultPrice, pack, currency and product match.
MatchedReview notes retain the investigation. Only a new evidence file can verify the correction.
Compare an uploaded system export with an approved customer snapshot. Investigate differences and verify a fresh file after a correction.
- Detect mismatched prices, missing and unexpected products
- Check pack, unit and currency consistency
- Retain the evidence and compare a fresh export
Verification describes the uploaded file. It is not a live connection to your ERP.
09 · Release approval and corrections
Make every release a deliberate decision.
Keep approval, customer communication and price activation connected, with an individual permitted date for each customer.
Feature preview
RELEASE REVIEW
A clear approval, with evidence.
Supplier costs and units
ReviewedCustomer prices and agreements
ReviewedRequested dates and outputs
PreparedApproved version retainedMaterial changes require a new review.
Approval, notice authorisation and publication scheduling are separate decisions.
CORRECTIONS AND CANCELLATION
Keep a clear version of what changed.
Original releaseEarlier prices, approvals and evidence remain in history.
RetainedMaterial editChanged commercial inputs invalidate pending release freshness.
New reviewPending activationA correction release follows the normal approval and notice checks.
Can be cancelledCancelling a pending activation does not undo an email already sent.
Keep approval, customer communication and price activation connected, with an individual permitted date for each customer.
- Prepare the customer release and retain the approved version
- Keep review, approval and consequential actions separate
- Re review material edits and retain earlier release history
Approval alone does not send a notice or make a new price live.
10 · Branded notices and delivery tracking
Send a clear message. Keep the evidence.
Prepare each customer’s branded notice, authorise the reviewed message and track the evidence needed for its release.
Feature preview
CUSTOMER NOTICE
Preview the message before sending.
NORTHLINE TRADE SUPPLIES → NORTHGATE BUILDERS
Your reviewed trade prices apply from 20 December 2026. Your customer price list includes the products, selling units and new prices.
Company identityUse your configured and verified sender.
Your brandingNotice decisionReview recipients, content and dates before sending.
Authorise separatelyNOTICES AND SCHEDULING
See the exception that needs attention.
Northgate Builders noticeApproved prices scheduled for the permitted date.
Delivery recordedMarsh Plumbing noticeA delivery problem stays visible for review.
Needs attentionResolve the notice problemRequired evidence can block the affected customer.
Provider acceptance, delivery and a customer acknowledgement are recorded separately.
Prepare each customer’s branded notice, authorise the reviewed message and track the evidence needed for its release.
- Individual customer previews and effective dates
- Company branding and a configured verified sender
- Sending, delivery problems and reviewed recovery evidence
Approval alone does not send a notice or make a new price live.
11 · Customer dates and scheduled publication
Activate on the date each customer permits.
Use confirmed customer terms and notice evidence to establish eligibility. Activate the approved version only after its requirements are met.
Feature preview
CUSTOMER DATES
One change. The right date for each.
Northgate Builders30 calendar days after the sample notice on 20 November
20 Dec 2026Marsh PlumbingPrice hold through 31 January
1 Feb 2027ApproveNotifyActivate
The release checks confirmed terms and required notice evidence before each customer activates.
CURRENT AND PREVIOUS VERSIONS
Keep the published result consistent.
Current customer snapshotNorthgate · Trade sealant · Box of 12
£40.00Previous publicationRetained in release history
£32.00Customer downloadsPrice list PDF, catalogue PDF and CSV
Same snapshotUpcoming versions stay labelled until their permitted activation date.
Use confirmed customer terms and notice evidence to establish eligibility. Activate the approved version only after its requirements are met.
- Confirmed holds and calendar or business day notice rules
- Customer specific eligibility and scheduled activation
- Readiness rechecks, affected customer blocks and previous versions
A scheduled date alone does not bypass missing notice evidence or other release requirements.
12 · Price lists, catalogues and exports
One approved version. Every format.
Give customers branded price lists and catalogues, or export the approved prices for your existing process. Keep current and previous versions traceable.
Feature preview
CUSTOMER OUTPUTS
Your branding. Their approved prices.
northline TRADE SUPPLIESPrepared for Northgate Builders
Your trade price list
Effective 20 December 2026 · GBP · Excluding VAT
Trade sealantBox of 12
£40.00Price list PDFCatalogue PDFCSV
Downloads and the customer page use the same approved selling price snapshot.
CURRENT AND PREVIOUS VERSIONS
Keep the published result consistent.
Current customer snapshotNorthgate · Trade sealant · Box of 12
£40.00Previous publicationRetained in release history
£32.00Customer downloadsPrice list PDF, catalogue PDF and CSV
Same snapshotUpcoming versions stay labelled until their permitted activation date.
Give customers branded price lists and catalogues, or export the approved prices for your existing process. Keep current and previous versions traceable.
- Customer price list PDFs and catalogue PDFs
- Approved CSV exports and protected downloads
- Consistent current, upcoming and historical selling price snapshots
Exports are files for your existing process, not automatic writes to another system.
13 · Customer portal, comparisons and questions
Give customers clarity, not more questions.
Publish consistent branded outputs and help customers understand the change, acknowledge receipt and ask their account team a question.
Feature preview
CUSTOMER VIEW
Make the change easy to understand.
Northgate Builders · Your usual purchases
Previous price£32.00Trade sealant · Box of 12
New price£40.00Effective 20 December 2026
Change per box
+£8.00Comparison downloadFilter usual purchases using supplied sales history.
CSVCustomers see their selling prices and dates. Internal costs and margins remain private.
CUSTOMER QUESTIONS
Keep the reply with the account.
Customer receiptReceipt is separate from acceptance of the new prices.
AcknowledgedAssign and answer questions in the workspace. The reply appears in the customer portal.
Publish consistent branded outputs and help customers understand the change, acknowledge receipt and ask their account team a question.
- Protected customer access and before and after price comparisons
- Comparison CSVs and usual purchase filters from supplied sales history
- Receipt acknowledgements, assigned questions and portal replies
A receipt acknowledgement does not mean acceptance. Portal replies do not send an email.
14 · Ask Pricemont with sources
Find the answer. See the next decision.
Ask about authorised company records and saved commercial findings. Follow the supporting sources to understand the reason behind the answer.
Feature preview
ASK PRICEMONT
A useful answer, with the record behind it.
Answers use authorised saved records and findings. The assistant is read only; pricing tools perform the calculations.
ASK ABOUT THE RECORD
Understand the reason behind a date.
The answer points back to authorised records. The assistant does not change the agreement.
Ask about authorised company records and saved commercial findings. Follow the supporting sources to understand the reason behind the answer.
- Find answers in authorised company records
- Understand saved financial and commercial findings
- Follow the supporting source back to the relevant record
Ask Pricemont cannot change records, approve releases, send notices or publish prices.
15 · Action queue and follow up
See the work that needs attention.
Bring checks, customer questions and release problems into one overview, then open the record your team needs to review.
Feature preview
YOUR WORK OVERVIEW
Know what needs a decision next.
Possible invoice overcharge£6.00 · Review the saved finding
Customer questionNorthgate Builders · Assigned to Alex
Price hold approaching its endMarsh Plumbing · Check release readiness
Bring unreviewed checks, customer questions and release problems into one action queue.
FOLLOW UP THE WORK
Open the item that needs your decision.
Unreviewed commercial checkSource file and saved result stay together.
Open findingAssigned customer questionRead the question and prepare a portal reply.
Open accountRelease problemReview the missing evidence or blocked schedule.
Open releaseThe action queue directs your team to the relevant record; it does not approve or fix items automatically.
Bring checks, customer questions and release problems into one overview, then open the record your team needs to review.
- Unreviewed and failed commercial checks
- Assigned customer questions and delivery problems
- Approaching holds and the records needed for a decision
The queue directs people to the work. Decisions still follow their normal permissions and review.
16 · Team, branding, billing and audit
The controls around your commercial work.
Set up your company identity, manage access and subscription allowances, and keep a record of the decisions your team makes.
Feature preview
TEAM AND ACCESS
Give people the access their job needs.
Pricing editorRole permissions can be adjusted through capability grants.
Prepare and reviewApproverKeep approval responsibility explicit.
Review decisionsCustomer accessGrant and revoke access to protected customer records.
Their own pricesManage invitations, membership and two step verification in company settings.
COMPANY BRANDING
Make the customer output yours.
northline TRADE SUPPLIESNorthgate Builders · Your trade account
Your price list
Company identity, customer details, selling units and effective dates.
Branded outputsApply your saved company branding.
Company logoNoticesConfigure the sender before releasing customer messages.
Verified senderSUBSCRIPTION AND ALLOWANCES
Keep the account setup in view.
Current planSee the package and allowances for your company.
Review subscriptionTeam and price booksReview capacity before requesting a plan change.
Check usageBilling changesConfirm the proposed change through the billing flow.
Review firstCommercial terms and prices are shown in the account’s billing review. No sample price is a live offer.
ACTIVITY AND EVIDENCE
Follow the decision back to its source.
Supplier fileThe file and reviewed mapping behind the cost update
Retained originalCommercial decisionAgreement evidence, exceptions and the approving person
Recorded reviewCustomer publicationNotice evidence and the resulting customer snapshot
Version historyCompany access controls keep internal costs, evidence and decisions separate from customer outputs.
Set up your company identity, manage access and subscription allowances, and keep a record of the decisions your team makes.
- Invitations, roles, capability permissions and two step verification
- Company branding, sender setup and protected customer access
- Subscription management, plan allowances and retained activity
Customer views do not expose your internal supplier costs or margins.
The workspace around the work
Set up for your team. Branded for your customers.
Give people the access they need and keep internal commercial information separate from customer prices.
Company boundaries
Protected records, customer access and two step verification.
Your company identity
Company branding, customer outputs and verified sender setup.
A record of decisions
Retain source files, reviews, approvals and publication history.
The full picture
Browse the capability details.
A practical reference to the features shown above, including their current scope.
Suppliers, catalogue and imports
Manage supplier contacts, catalogue records and dated costs. Bring in new files with a reviewed mapping and a clear decision on exceptions.
- Supplier contacts, products, codes, units and accepted cost history
- CSV and Excel imports, retained originals and reviewed mappings
- Full and partial updates, duplicate and pack size exceptions
A missing row does not automatically discontinue a product.
Explore this featureHidden changes and code matching
Bring supplier files, product records and commercial checks together. Give every unmatched code or changed pack a clear review.
- Compare net unit costs, quantities and explicit discounts or rebates
- Surface pack changes, unknown codes and ambiguous comparisons
- Confirm code associations for reuse in commercial checks
A missing row does not automatically discontinue a product.
Explore this featureCustomers, groups and price books
Set up customer contacts, group membership and price book assignments before reviewing a release.
- Customer contacts and group assignments
- Direct or group price books with explicit currencies
- Negotiated fixed prices and confirmed account exceptions
The current model supports one group per customer and an applicable confirmed agreement.
Explore this featurePricing rules and margin review
Apply reusable margin, markup or fixed pricing rules. Compare the resulting selling prices with costs and confirmed customer terms before the release moves forward.
- Margin, markup and fixed price rules
- Rounding and currency settings for reusable price books
- Review old and new costs, proposed prices and customer terms
Forecasts depend on your inputs. They do not predict demand or calculate net profit.
Explore this featureFinancial scenarios and customer exposure
Use reusable price books, then compare the financial effect of passing on a cost change or deferring it for a customer.
- Use supplied sales history to estimate revenue and gross profit
- Compare how much of the proposed change to pass through
- Review holds, deferrals and comparable saved customer scenarios
Forecasts depend on your inputs. They do not predict demand or calculate net profit.
Explore this featureCustomer agreements
Review source backed suggestions from agreement text, then confirm the terms that should govern each customer’s prices.
- Fixed prices, inclusive holds and notice periods
- Agreement suggestions from TXT and PDFs with extractable text
- Source passages, proposed terms and human confirmation
Scanned documents and DOCX are not supported. Suggestions require your review.
Explore this featureSupplier invoice checking
Compare supplier invoice lines with accepted costs and check an uploaded system price file against your approved customer prices.
- Dated accepted costs compared with invoice CSV goods lines
- Pack conversions and explicit discounts or rebates
- Possible overcharges, unresolved lines and saved review notes
These checks use uploaded evidence. They do not connect to or update your ERP, and invoice PDF OCR is not supported.
Explore this featureApproved price verification
Compare an uploaded system export with an approved customer snapshot. Investigate differences and verify a fresh file after a correction.
- Detect mismatched prices, missing and unexpected products
- Check pack, unit and currency consistency
- Retain the evidence and compare a fresh export
Verification describes the uploaded file. It is not a live connection to your ERP.
Explore this featureRelease approval and corrections
Keep approval, customer communication and price activation connected, with an individual permitted date for each customer.
- Prepare the customer release and retain the approved version
- Keep review, approval and consequential actions separate
- Re review material edits and retain earlier release history
Approval alone does not send a notice or make a new price live.
Explore this featureBranded notices and delivery tracking
Prepare each customer’s branded notice, authorise the reviewed message and track the evidence needed for its release.
- Individual customer previews and effective dates
- Company branding and a configured verified sender
- Sending, delivery problems and reviewed recovery evidence
Approval alone does not send a notice or make a new price live.
Explore this featureCustomer dates and scheduled publication
Use confirmed customer terms and notice evidence to establish eligibility. Activate the approved version only after its requirements are met.
- Confirmed holds and calendar or business day notice rules
- Customer specific eligibility and scheduled activation
- Readiness rechecks, affected customer blocks and previous versions
A scheduled date alone does not bypass missing notice evidence or other release requirements.
Explore this featurePrice lists, catalogues and exports
Give customers branded price lists and catalogues, or export the approved prices for your existing process. Keep current and previous versions traceable.
- Customer price list PDFs and catalogue PDFs
- Approved CSV exports and protected downloads
- Consistent current, upcoming and historical selling price snapshots
Exports are files for your existing process, not automatic writes to another system.
Explore this featureCustomer portal, comparisons and questions
Publish consistent branded outputs and help customers understand the change, acknowledge receipt and ask their account team a question.
- Protected customer access and before and after price comparisons
- Comparison CSVs and usual purchase filters from supplied sales history
- Receipt acknowledgements, assigned questions and portal replies
A receipt acknowledgement does not mean acceptance. Portal replies do not send an email.
Explore this featureAsk Pricemont with sources
Ask about authorised company records and saved commercial findings. Follow the supporting sources to understand the reason behind the answer.
- Find answers in authorised company records
- Understand saved financial and commercial findings
- Follow the supporting source back to the relevant record
Ask Pricemont cannot change records, approve releases, send notices or publish prices.
Explore this featureAction queue and follow up
Bring checks, customer questions and release problems into one overview, then open the record your team needs to review.
- Unreviewed and failed commercial checks
- Assigned customer questions and delivery problems
- Approaching holds and the records needed for a decision
The queue directs people to the work. Decisions still follow their normal permissions and review.
Explore this featureTeam, branding, billing and audit
Set up your company identity, manage access and subscription allowances, and keep a record of the decisions your team makes.
- Invitations, roles, capability permissions and two step verification
- Company branding, sender setup and protected customer access
- Subscription management, plan allowances and retained activity
Customer views do not expose your internal supplier costs or margins.
Explore this featureWorkspace, access and company setup
- Company workspaces, invitations, roles and capability permissions
- Two step verification and protected company and customer records
- Company branding and verified sender setup
- Subscription management, plan allowances and activity records
Direct system integrations, invoice OCR, supplier scorecards, quantity tier pricing and multi stage approval chains are not included in the current platform.
Keep exploring
Your next price change
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.