WindoorERP Documentation 19.0

Configure dynamic customer pricelists, contractor tiers, and currency rules

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Implements flexible pricing strategies for different market segments (e.g. Retail Villa Homeowners, Tier-1 General Contractors, Export Distributors) with volume breaks and margin formulas.

Before you start

  • Pricelists enabled in Sales › Configuration › Settings.

Steps

Customer pricelists master registry list

Pricelists kanban gallery with currency and rules

Pricelist rule editor with discount and markup formulas

Important

Formula-based pricelists allow automated cost-plus pricing that automatically updates selling prices when extrusion raw material costs change.

  1. 01
    Open Sales › Products › Pricelists across List, Kanban, and Form views.
  2. 02
    Click New to establish a customer tier (e.g. Contractor Gold List - 15% Off, Export USD Pricelist).
  3. 03
    Add pricing rules: configure percentage discounts, fixed prices, or dynamic formulas based on raw material cost plus markup.
  4. 04
    Assign default pricelists to customer partner profiles for automatic application on quotations.

Common mistakes

  • Applying flat discounts across low-margin accessories, resulting in negative profitability.
  • Forgetting to set currency exchange rates on international export pricelists.

Continue learning

Configure parametric Price Engines for automated area and perimeter window calculations Configures advanced mathematical pricing engines that calculate window and…

Was this article helpful?

Running a window or door factory?

Ask for a demo