A few rules avoid confusion between sales staff and customers.
Version management
Only one official version at a time
To manage several price list versions in the same year, you need to distinguish clearly between edition, date and recipients, and always know which one is in force. With automatic generation every version comes from the same data and carries an identifying reference. We do it for companies in Como, Brianza, Milan and Lugano.
Good practice
How to keep editions in order
- Clearly visible identifier and edition date
- Searchable archive of previous versions
- A single place to download the latest edition
- Distinction between price lists by customer type
The risk is not having several versions, but not knowing which one is the right one.
When the price list is regenerated from the data, the previous edition does not stay in circulation by mistake. For the link to the ERP, see ERP, CRM and PIM integration.
The validity of a price list is stated with an issue date, a reference to the period or condition in which the prices apply and a link to the current version. The wording should be agreed with your adviser; NewVisibility, in Cantù, inserts it uniformly for companies in Como, Brianza, Milan and Lugano.
To lighten an image-rich PDF price list, photos are optimised before insertion, adapting size and compression to the use, and only useful images are included. In Cantù, for companies in Como, Brianza, Milan and Lugano, we produce the photos in-house and prepare a light version for sending and one for print.
Entrusting the automatic PDF price list to an agency in Cantù means having development, ERP and PIM integration, design and photography in a single team. NewVisibility works on an enterprise CMS, hosts systems on its own managed servers and supports companies in Como, Brianza, Milan and Lugano.
Price lists in different currencies are managed by linking each market to its currency and price, which comes from the company system with no manual conversion. For companies in Como, Brianza, Milan and Lugano that sell across borders, exchange rates and tax rules should be checked with your own accountant.
To assign the right price list to each type of customer, you define access profiles, for example reseller, distributor or direct customer. For companies in Como, Milan and Lugano, the system shows each person only their own document, starting from the commercial terms managed in the ERP.