Different salespeople quote differently
Understand how pricing rules, approvals and exceptions should work.
01 · What is usually happening?
The same part gets a different price depending on who answers. One salesperson adds a margin from habit, another matches the last order, a third rounds down to close the deal.
Customers compare notes, and the owner ends up explaining why the price changed.
The question people usually ask“Why are our prices inconsistent?”
The more useful question“What rule should every quote follow, and what is the room for exceptions?”
02 · Common causes
- 01No agreed margin by product or customer type
- 02Rates and costs are not shared with sales
- 03Discounts are given without a limit
- 04Past quotes are not visible to the next person
- 05The owner overrides prices case by case
- 06Nobody reviews how quotes compare with actual margin
03 · What to check now0 of 6 checked
04 · What good looks like
- 01A written margin range exists for each product group.
- 02Each salesperson can discount within a set limit.
- 03Anything outside the limit goes to one named approver.
- 04Current cost is shown while the quote is made.
- 05Special rates are listed with who agreed them and when.
- 06Quoted margin is compared with actual margin every quarter.
05 · Where this connects
This rarely stays in one department
What it can lead to: Margin leaks quietly and customers lose trust in the price.
Start from a problem
Work flows left to right, top to bottomKEYMost important for manufacturing
These support every part of the business
Problem
Different salespeople quote differently
Usually connected to
How it spreads
- Customers & Sales
What it can lead to: Margin leaks quietly and customers lose trust in the price.
lamplamp could show the usual margin range next to each draft quote.
08 · lamp
lamp could keep this moving
lamp is not available yet. These are things it is being built to do.
- lamp could show the usual margin range next to each draft quote.
- lamp could flag a quote that falls outside the agreed range.
- lamp could route only the exceptions to the owner.
- lamp could report quoted against actual margin each month.
Does your business handle this differently?Tell us what we have missed: a cause, a check, or a better way of handling it.
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