Dealer Pricing and Discounts

This guide explains how Odidor ERP prices an order for a dealer: where the base rate comes from, how add-ons are added, and how discounts are applied.

How an order price is built

1.Base price = product rate × order factor (for example, square feet).
2.Add-ons for the headrail, lift style, fabric and bottom rail are added, from either a fixed value or the add-on matrix.
3.Discounts from the dealer's pricing profile are applied, before or after the add-ons depending on your setting.

Step 1: Choose a pricing system

Go to Settings → Production Settings → Dealer Pricing System and pick one:

Legacy (Per-Dealer Pricing): each dealer has its own product rates and add-ons.
Pricing Profiles (Shared Templates): shared pricing templates assigned to many dealers, with multi-layer discounts.

The whole app uses whichever system you select. Discounts are only available with pricing profiles.

If you choose pricing profiles, make sure your dealers have a profile. Without one, prices won't calculate correctly.
If you stay on legacy, keep each dealer's own rates up to date.

Click Save Production Settings.

Step 2: Legacy per-dealer rates

1.Go to Dealer Management → All Dealer and open the dealer.
2.Choose Edit Dealer Details → Edit Product Rate, or click Edit Product Rate on the Products rates card.
3.Enter a Rate (per Unit) for each product type, then click Update All Rates.

The page also has Headrail, Lift Style, Fabrics and Bottom Rail pricing tabs for add-ons.

If the dealer already belongs to a pricing profile, a notice appears with a View Pricing Profile link. Edit the rates there instead.

Step 3: Pricing profiles (shared templates)

Go to Dealer Management → Add Pricing Profile (or List Pricing Profile to edit one).

General Info & Rates: the profile name, a rate per product type, discounts and the dealers who use the profile.
Add Dealers: tick every dealer who should use this profile. There's no need to price each dealer separately.
Add-on tabs: Headrail, Lift Style, Fabric and Bottom Rail add-ons. Lift Style covers both motors and normal lift hardware.

Product rates work the same way as legacy rates.

Step 4: Discounts

Add discounts in the profile's Discounts section (name, type such as Percentage, and value). Use Add Discount for more than one.

Discount Calculation Type matters only when there's more than one discount:

Additive: the percentages are added together. Standard 30% + Seasonal 30% = 60% off.
Sequential: each discount is applied in turn to the amount left after the previous one.

Before or after add-ons

Set this in Production Settings → Discount Calculation Method:

Apply Discount Before Add-ons: the discount comes off the base price only. Add-ons are then added at full price.
Apply Discount After Add-ons: add-ons are added to the base price first, and the discount comes off the total.

Step 5: Add-ons and the add-on matrix

On a profile's add-on tab (for example Headrail Add-ons), each headrail and product type row has an Add On value and a Unit Rate:

SQFT: the add-on is charged per square foot.
Individual: a direct price per unit.
Linear: the value comes from the add-on matrix, not from this row.

Rows with an add-on of 0 are ignored. Click Update Headrail Config (or the matching button on each tab) to save.

Add-on matrix

Go to Matrix Configurations → List Add-On Matrix to view or edit a matrix.

Item Category and Select Items: which items use the matrix (for example three fabrics).
Product Dependencies: which product types it applies to (for example Zebra Blinds).
Matrix Type: 1D (Linear) uses one dimension; 2D uses two.
Dimension Type: Width or Height, in the app's measurement unit (inches by default).
Dimension Array: the breakpoints, for example 24, 30, 36 … 102. Click Apply, then enter an add-on value for each.

Example (width): up to 24 in → 38; up to 30 in → 47; up to 36 in → 56, and so on. When an order uses one of the selected items, the add-on is picked automatically from the order's width.

Click Update Matrix to save.

Step 6: Check the price on an order

Open the order and choose Actions → Price Breakdown to see each line.

Example: Zebra Blinds at 8 sq ft, rate $3, headrail add-on $8, fabric add-on $75 (from the matrix), 60% discount.

Setting	Calculation	Total
Discount after add-ons	($24 + $8 + $75) = $107 − 60%	$42.80
Discount before add-ons	($24 − 60%) = $9.60 + $8 + $75	$92.60

If costing is set up in inventory, the breakdown also shows material cost and margin.

Tip: after changing pricing or settings, open the order and click Update the Order to recalculate.

Need help?

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