Customer-wise Item Price
Overview
Below is a business-focused explanation of the report, written for practical use in Dafater.
Report: Customer-wise Item Price
Module: Selling
Report Type: Analytical (Script Report)
Business Context: Customer Pricing & Sales Control
1. What Business Information This Report Provides
The Customer-wise Item Price report shows which items are sold to which customers, and at what price.
It gives a clear view of customer-specific pricing agreements, special rates, and negotiated prices.
In simple terms, this report answers questions like: - What price are we charging each customer for each item? - Do different customers get different prices for the same item? - Are our agreed prices correctly set and consistent?
This report acts as a pricing transparency and control tool for sales, finance, and management teams.
2. When and Why to Use This Report
When to Use It
- During price reviews or negotiations with customers
- Before creating or approving sales orders
- While auditing customer contracts or rate agreements
- When analyzing margin differences between customers
- During sales strategy or discount policy reviews
Why It Is Important
- Prevents pricing mistakes during order processing
- Ensures special rates are honored correctly
- Helps maintain fair and profitable pricing structures
- Supports data-driven negotiations with customers
3. Key Columns and Their Business Meaning
Although the exact layout may vary, the report typically includes:
Customer
- The customer name for whom the price applies
- Helps identify customer-specific agreements
Item Code / Item Name
- The product or service being sold
- Allows comparison of pricing across customers for the same item
Price List
- The pricing source used (e.g., standard, wholesale, special)
- Shows which pricing policy is applied to the customer
Rate / Price
- The selling price agreed for the item
- Critical for margin analysis and revenue planning
Currency
- The currency in which the price is defined
- Important for international customers and forex control
Valid From / Valid Upto (if available)
- The time period for which the price is applicable
- Helps track expired or upcoming pricing changes
4. Available Filters and Their Business Purpose
Customer
- View pricing for a specific customer
- Useful for account managers and sales teams
Item
- Analyze how one item is priced across different customers
- Helps identify inconsistencies or opportunities for standardization
Price List
- Filter by a specific pricing strategy
- Useful for reviewing special, wholesale, or contract prices
Currency
- Focus on prices in a particular currency
- Supports financial consistency and reporting
Date (if available)
- Check prices valid during a certain period
- Useful for contract reviews and audits
5. How to Interpret the Results for Business Decisions
Identifying Pricing Gaps
- If the same item has widely different prices across customers, review:
- Customer volume
- Contract terms
- Strategic importance
Margin Protection
- Compare customer prices against cost or standard prices
- Detect low-margin or loss-making deals
Sales Accuracy
- Ensure sales teams are using correct agreed prices
- Reduce disputes and credit notes
Negotiation Readiness
- Use historical and current pricing data to:
- Justify price increases
- Offer structured discounts instead of ad-hoc reductions
6. Common Use Cases and Business Scenarios
Sales Team
- Check agreed prices before creating quotations or orders
- Prepare for customer meetings with accurate pricing data
Finance Team
- Review customer-specific pricing for revenue and margin analysis
- Support audits and compliance checks
Management
- Evaluate pricing consistency across customer segments
- Decide on pricing standardization or differentiated strategies
Contract & Relationship Management
- Ensure long-term customers are receiving agreed benefits
- Identify outdated or expired pricing agreements
Summary
The Customer-wise Item Price report in Dafater is a vital tool for:
- Maintaining pricing accuracy
- Protecting profit margins
- Supporting customer negotiations
- Ensuring pricing transparency across the organization
It empowers businesses to move from guess-based pricing to controlled, data-driven pricing decisions.
Report Information
- Module: Selling
- Related DocType: Customer
- Report Type: Script Report
- Standard: Yes