Pricing Policy Management

Pricing Policy Management

1. User Permissions

To manage pricing policies in Getfly, you must assign the appropriate permissions. Go to Permissions → select the user group → tick the following permissions under Pricing Policy:

Access

Create new

Edit

Delete

Approve

Once permissions are granted, users can create, edit, or delete pricing policies.

2. Create, Edit, and Activate Pricing Policies

2.1 Create a Pricing Policy from the Main Interface

Go to Sales Policy → Pricing Policy → click Add New.

Fill in the necessary fields:

Policy Name: Name the pricing policy appropriately (e.g., “Level 1 Agent Pricing Policy”).

Global Discount (%): Apply a uniform discount to all products for selected customer types. If filled, detailed pricing setup in Steps 6 and 8 becomes optional.

Apply to Employees: Select whether all employees or specific employees can apply this pricing policy.

Apply to Customers: Apply the policy to all customers, customer groups, or specific individuals.

Valid Period: Set the start and end date for the policy.

Product Group: Choose specific product groups or apply to all products.

Allow Override: Enable whether users can change the pricing policy on quotes or orders.

Detailed Pricing Rules: For example, if a customer orders 5 or more vegetarian snacks, the price is set to 50,000 VND with a 30% discount.

After filling out all the details, click Save. To activate the policy, go into the policy detail view or activate it from the main Pricing Policy screen.

2.2 Create Pricing Policy via Upload

In Pricing Policy, click Upload. Download the provided template and fill in your product pricing.

Each sheet in the Excel file represents a product group.

Remove sheets for product groups not applying pricing policies.

You can only input fixed prices per quantity range (discounts cannot be applied in bulk upload).

After filling out the Excel, upload it back to the system.

Note: Uploaded policies are by default only visible to the uploader. To share, go into the policy and assign applicable users and customer groups.

3. Important Notes When Creating Pricing Policies

Pricing policies apply to both Quotes and Orders.

Use method 2.1 or 2.2 depending on your needs. Method 2.2 is faster but more limited.

Once applied, pricing policies cannot be edited—only deleted or deactivated.

Pricing Policy Priority Logic (when a customer qualifies for multiple policies):

Product-specific policy for the specific customer

Product-specific policy for the customer

Product-specific policy for all customers

General policy for the customer on all products

Group-based customer policy (lowest priority)