Set the confirmed repeat price for a customer + product on the customer detail page. Stored per line: last price paid, confirmed repeat price, year-to-date volume, cases per pallet, cases per layer.
When a rep drafts a quote for that customer, confirmed prices for their existing lines pre-populate. Rep only has to type in new SKUs. Wholesale-specific offer builder ranks customers by fit for a new supplier deal.
On the customer portal, their confirmed prices appear as "ready to reorder" cards. One click, add to basket, done. Rep sees them live if they need to intervene on a price.
Every product has a floor margin (default 8%). Below floor, the send button locks and a sign-off request routes to the nominated manager. Above floor, auto-approved. Every decision logged.
Yes. CSV export from your accounting system, drag onto Jeanus /imports, column mapping is auto-suggested. Typical 5,000-line pricing book imports in under a minute. If you're on Business Central, a live OData feed is available on Growth tier + (currently requires IT to spin up an Azure AD app on your side).
Floor margin is the minimum gross margin you're willing to sell at on a product. Set per-tenant with per-product overrides. Default is 8%. Anything below floor routes to your nominated manager for sign-off before send. Configured in Settings → Margins.
On the portal, yes - it appears as "Your confirmed price · locked in for 2026" so they trust it. In quote emails, we just show the price without labelling it "repeat" so it reads clean.
Bulk price update flow: filter to the customer + product combos affected, propose new prices, one-click confirm to update the confirmed_repeat_price with an audit row. Customers see the new price on next portal view. Emails auto-send to affected customers if you enable that (off by default).
Honest answers to the ones we hear most.
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