Advanced pricing

The Right Price on Every Line, Every Time.

Stop letting thin-margin orders slip through Business Central undetected. Advanced Pricing layers a powerful rules engine over your order entry, instantly calculating and verifying the expected price the moment a line is entered, flagging thin-margin lines, and providing a complete audit trail of exactly how every single price was determined.

Supercharge business central

The Challenges of Managing Complex Distribution Pricing in Business Central

Standard Business Central’s native pricing architecture is structurally thin. It defaults to a rigid “lowest-price-wins” logic, forces complex multi-tiered contract tracking into external spreadsheets, and offers no native path to update open orders when supplier costs shift. Instead of matching the layered, attribute-driven models real distributors rely on, it creates visibility blind spots that cause quiet margin leak and operational friction.

Invisible Margin Erosion

Without immediate visibility at order entry, sales reps can enter items that inadvertently drop below actual target margins. These thin-margin mistakes pass through undetected, draining your bottom-line profitability because your team lacks real-time margin visibility while building the quote.

Inflexible Cost-Plus Pricing

Standard Business Central calculates markup pricing strictly off an item’s fixed base cost. If your true costs shift due to freight, vendor fees, or tariffs, your profit margins are left exposed. Because the native system can’t dynamically point to alternate cost fields, teams are forced to run complex cost-plus math out-of-app using spreadsheets—a manual process rife with human error.

Outdated Pricing on Unshipped Orders

When a supplier issues a sudden tariff or a raw material cost moves, Business Central leaves your open sales queues untouched. Orders that haven’t shipped yet continue to sit at outdated, lower price points, meaning you absorb the cost hike while customers are billed against stale data, directly shrinking your expected margins on active deals.

Guesswork in Multirate Calculations

When a customer qualifies for multiple overlapping promotional, group, or contract rates, Business Central offers no native way to audit the outcome. The system simply spits out a final number, leaving sales reps completely blind as to how it got there. Unable to see which rule actually won or what else qualified, your team is left guessing.

The solution

Advanced Pricing

Introduc a powerful pricing decision layer built specifically to handle complex distributor workflows. By centralizing your matrix pricing, contract quantity commitments, and everyday line markups under a single automated framework, you get the exact pricing behavior your business needs, completely removing manual tracking and spreadsheet reliance from your daily operations.

How it works

An automated pricing layer

Advanced Pricing positions an intelligent rules engine directly over Business Central, working alongside your current setup without overwriting your data. The engine automatically evaluates complex, pre-defined rules the moment an item is added to an order. It instantly determines a predictable winning price and details the exact logic in a native price trace. Deploying this advanced pricing toolset into your Business Central environment takes just three simple steps:

Step 1

Map your custom logic and cost fields

First, establish your foundational parameters within the intuitive pricing rules engine. This includes defining the exact customer attributes, such as buying groups or document categories, that trigger your rules. From there, you choose your ruleset, whether you are creating broad tiered pricing matrices, specific volume contracts, or cost-plus markups. Instead of being locked into standard ERP base inventory costs, you can leverage any alternate line cost field to reflect true landed costs or vendor freight.

Step 2

Sequence your execution priority

Next, eliminate the guesswork of overlapping policies. Instead of relying on a rigid “lowest-price-wins” model that erodes margins, you arrange your rules in a strict, pre-configured execution order. By stacking tailored account exceptions directly above broad buying group policies, you can see exactly which rule will win before your ruleset ever goes live.

Step 3

Automated pricing by line at order entry

Turn your team completely hands-off. The moment orders hit workflow milestones, the automated routing logic executes the perfect print run simultaneously across your entire fleet.

eliminate pricing errors

Real-World Pricing Scenarios, Automated in Business Central

Distributors need a pricing engine that responds dynamically to customer behavior. Advanced Pricing layers directly over Business Central to translate live order data into automated, predictable calculations. Whether you are managing buying groups, volume-tracked customer contracts, or shifting cost-plus markups, the engine ensures the correct price lands the moment a line is entered.

Broad policies and targeted exemptions 

Define sweeping pricing rules across entire customer tiers or item segments while seamlessly overlaying tailored, account-specific promises. The engine resolves conflicting rules predictably, ensuring your unique customer agreements apply perfectly without disrupting your global strategy.

Attribute and custom field filtering

Instantly qualify pricing rules using specific customer, document, or line details, including your own custom fields. When a new account is assigned to a specific territory or buying group, they automatically receive the correct pricing on day one without any extra pricing setup.

Stateful contract tracking and rollover

Honor committed contract pricing for specific items and quantities over a set term. Advanced Pricing dynamically tracks the agreement balance as orders flow through, protecting your margins by shifting the customer back to standard pricing the exact moment their contract volume runs out.

Configurable cost-plus pricing

Point your pricing logic at an alternate line cost field rather than relying solely on rigid base inventory costs. Protect your exact markups against a truer representation of your landed expenses, displaying the cost basis and resulting gross margin directly where your team can see it.

Automatic workflow-based repricing

Combine with Mission Control to protect your margins against sudden market changes without the headache of manual line-by-line updates. As open orders progress through workflow they can automatically recalculate pricing against current vendor costs or tariffs, ensuring no open order slips out the door at a legacy price point.

Instant Pricing Audit & Traceability

Equip your support and accounting teams with absolute visibility into the calculation history of every quote, order, and invoice respectively. Every price change is written to a permanent log that persists per document even after it transfers to history, transforming customer disputes into a quick, confident lookup.

Better, faster, easier

Take control of your pricing logic in Business Central

Discover how our core platform capabilities transform daily pricing friction into automated, error-free margin protection.

The Challenge
How Advanced Pricing Solves It
Overlapping customer rates resolve unpredictably, forcing manual checks on contracts and margin.
Sequenced Pricing
Checks rules in a strict, pre-configured order to guarantee a predictable winning price that honors your agreements every time.
Pricing managers cannot verify how overlapping policies will interact prior to going live.
Predictable Behavior
Lets you instantly see which rule will win before an order is ever placed.
Admin teams must maintain duplicate, per-customer files to manage account-specific promises.Setting up local printer networks, dedicated relays, and physical servers drives up implementation time and costs.
Broad Policy to Targeted Exceptions
Stacks tailored, account-specific exceptions right above broad group policies within a single calculation engine.
Pricing off base inventory costs fails to account for actual landed fees, eroding margins.
Cost-Plus Pricing
Marks up prices based on your chosen alternate cost fields, keeping your real cost basis and profit margins visible.
Fixed quantity buying agreements require manual spreadsheet lookups to track customer compliance.
Contract Pricing
Automatically counts down committed order quantities, adds back returned quantities, and rolls over to standard pricing when exhausted.
Promotional markdowns force reps to break out of standard system calculation structures.
Dollar and Percentage Discounts
Embeds everyday line markdowns directly into the rules engine for standard compliance tracking.
Specialized or regional calculations require custom code paths or developer logic.
Expression Pricing
Lets you build custom pricing formulas using item details and your own custom data fields natively.
Sales representatives pass thin-margin or below-cost orders through to fulfillment unmonitored.
Expression Pricing
Automatically monitors sales lines against your profit targets, visually flagging low-margin lines instantly.

Requires Profit Scan

Below-floor lines escape notice because the system warns users but never stops the document.
Hard Margin Floor Enforcement
Automatically halts below-floor orders at the source, routing them to a manager approval queue before release.

Requires Mission Control

Salespeople manually override standard system pricing without managerial oversight.
Price Override Guardrails
Instantly intercepts manual pricing changes at order entry and triggers a required approval workflow.

Requires Mission Control

Support teams waste hours tracing calculations through database rows to answer customer pricing inquiries.
Price Tracing
Instantly shows which rule won, the cost basis used, and other qualifying prices directly on the sales line.
Auditing price adjustments requires mining data backlogs to prove who edited a line.
Audit Log
Permanently records every single price modification at the line item level, logging what changed and why.
Sudden supplier cost hikes must be manually adjusted across hundreds of pending orders.
Reprice Open Sales
Updates all open, unshipped sales documents against your active pricing rules as they progress through workflow.

Requires Mission Control

Broad price updates force a risky, manual loop of exporting data to Excel, editing lines, and hoping the re-import doesn't break.
Bulk Update with Preview
Raises or lowers a set of prices by a percentage or amount with a native, pre-publish preview step.
Migrating to the cloud forces businesses to flatten complex rules and abandon historical logic.
SalesPad Desktop Migration Support
Maps your legacy group, contract, and customer-special pricing setups cleanly into modern Advanced Pricing rules.
Customer Success Story

Chadwell Supply

Chadwell Supply is the leading supplier of maintenance and flooring products in the United States, keeping multi-family residential properties running smoothly across more than 100 major metropolitan areas. Processing nearly 5,000 sales orders a day across 16 nationwide locations, the company required a powerful, deeply integrated solution to scale its distribution operations without breaking its unique business rules.

“We’ve been able to take advantage of the pricing features in SalesPad to make our business better. […] It helped us structure sales programs that attracted national customers, and it allowed us to create a new incentive program for other customers to give them a percentage discount on certain product categories that they buy from us. That was a really nice business driver for us.”

Robert Chadwell, Owner at Chadwell Supply

Better together

The SalesPad for BC product suite

Advanced Pricing gives you complete control over your price calculation logic and integrates seamlessly with the rest of the SalesPad for BC ecosystem. Linking your pricing engine directly with other products in the suite removes manual steps from order entry through to fulfillment, keeping your profit margins protected at every step.

Order workflow intelligence

Command your sales and service document management with no-code workflows, process automation, and real-time order visibility that streamlines fulfillment and enforces process controls.

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Real-time margin protection

Protect your bottom line with real-time margin scanning that detects financial risk and flags low-margin or non-compliant orders before they are processed.

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AI-powered customer insights

Transform customer data into actionable strategy. Gain immediate visibility into an account’s financial contribution and use AI-powered behavioral analysis to identify customers at risk of leaving.

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All withinbusiness central

Automated document & email routing

Orchestrate your entire paperwork flow, instantly routing invoices, pick tickets, and labels to the correct printers based on the unique rules and fields of each transaction.

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Automated pricing logic

Take complete control over your calculation logic. Instantly execute complex customer agreements, specialized cost-plus rules, and targeted exceptions directly at the sales desk without manual calculations.

Integrate essential data

Instantly build custom fields or pull in data from third-party applications natively within Business Central.

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Advanced pricing + Mission Control

Stop below-floor pricing with automated workflows

Lock down profit margins at the point of order entry. The moment a salesperson attempts a manual price override or a line drops below your defined gross margin floor, Mission Control automatically holds the order and routes it to a manager approval queue before it can be released to the warehouse.

Explore Mission Control  

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
advanced pricing + Profit Scan

Catch pricing errors before they ship

Bridge the gap between complex pricing strategy and profit protection. Advanced Pricing applies your pricing rules instantly, while Profit Scan automatically scans those calculated lines against your minimum margin targets. Any low-margin issues are flagged instantly, providing immediate visibility to protect your bottom line.

Explore Profit Scan  

advanced pricing + Customer IQ

Protect vital customer relationships

Incorporate account health metrics, overall profitability, or live churn risk directly into your pricing logic. Automatically enable sales reps to offer more aggressive markdowns for high-value accounts showing active retention risks to deliberately secure long-term business.

Explore Customer IQ  

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Advanced Pricing + Custom fields

Turn any user-defined field into a pricing rule

Stop paying for custom code just to handle your complex pricing rules. Instantly transform any user-defined field—whether built in-house or introduced by a third-party extension—into active pricing conditions, driving specialized group or district rates automatically.

Explore Custom Fields  

smart printing

Eliminate warehouse paperwork delays

Smart Printing routes documents automatically based on live Business Central data, instantly matching specialized forms, pick tickets, packing slips, shipping labels, and compliance tags to the correct printers and trays, completely eliminating manual print menus and setup selections.

Explore Smart Printing  

Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Cavallo platform interface integrated with Microsoft Dynamics 365 Business Central
Payment Processing

Secure funds before fulfillment

Eliminate manual payments by embedding native payment processing directly into your order lifecycle. This integration allows you to automatically authorize, capture, or email secure payment links via PayFabric by Global Payments the moment an order hits a specific workflow milestone. By removing the manual friction between finance and fulfillment, you ensure that orders move to the warehouse only after payment is secured.

Requires Mission Control.

Explore PayFabric  

FAQ

Does Advanced Pricing replace Business Central's native price lists entirely?

No. Advanced Pricing layers directly over your existing environment. It hooks into the native price-calculation interface and evaluates your custom rules first; if no specialized Cavallo rule qualifies a line, the system gracefully falls back to standard Business Central pricing logic.

How does the system track cost-plus pricing if our costs shift at posting?

Advanced Pricing features an alternate line cost capability. While the engine doesn’t calculate your underlying ledger value, you can track truer operational overhead and incoming freight within a custom field. The engine then dynamically references that data to calculate, display, and enforce markups based on your real margins rather than a general base inventory cost.

Can we update pricing parameters across orders that are already open in our system?

Yes. Unlike standard setups that lock in values upon creation, Advanced Pricing allows administrators to execute an on-demand repricing action. This can be triggered directly on each sales document, or when combined with Mission Control, repricing can happen as orders progress through workflow to automatically handle sudden vendor cost changes or market fluctuations.

What happens to the pricing audit trail when a sales invoice goes historical?

Advanced Pricing maintains a dedicated, line-level log showing every price change and winning rule. To prevent standard Business Central behavior from clearing this history during transfers, we utilize native archiving settings and historical activity mapping to permanently preserve the entire trail across the transition.

Does this engine support the contract pricing structures found in SalesPad for GP?

Yes. Advanced Pricing was engineered to give migrating SalesPad for GP users a seamless transition. It maps legacy Customer-Special, Group, and Contract Pricing frameworks cleanly into our modern rules architecture, ensuring your historical pricing intelligence moves with you.

What happens when we import orders into BC instead of manually entering them?

Because Advanced Pricing hooks into BC’s native pricing calculations, your rules are respected regardless of how orders enter the system.