Customer Prices: Same-day pricing configuration

Introduction

This article explains how to enable and use same-day pricing configuration authorization in the Platform. This feature allows authorized users to create Customer Price configurations that take effect immediately, enabling rapid response to market conditions and time-sensitive opportunities. The article covers the authorization settings, confirmation workflows, and practical use cases to help you understand when and how to use this capability effectively.

In this article:

• Business benefits and use cases
• Enable same-day pricing authorization
• Create same-day customer prices
• Understanding the authorization behavior
• Practical use case examples

Business benefits and use cases

Same-day pricing configuration gives Sellers the flexibility to respond immediately to business needs. This capability is particularly valuable in several scenarios:

Competitive response: When a competitor announces a promotion or price change, you can adjust your pricing immediately to remain competitive without waiting until the next day.

Time-sensitive deals: For opportunities with same-day decision deadlines, you can provide updated pricing instantly to close deals before they expire.

Market volatility management: In rapidly changing markets with fluctuating costs or exchange rates, you can update prices the same day to protect margins or capture opportunities.

Urgent customer requests: When key customers need immediate pricing adjustments for urgent purchases, you can accommodate their needs without delays.

Promotional campaigns: Launch flash sales or limited-time promotions that start immediately, allowing you to capitalize on marketing moments and seasonal opportunities.

Error correction: Quickly fix pricing mistakes or misconfigurations that could impact Orders already in progress, minimizing potential revenue loss.

While this capability offers significant business advantages, it should be used thoughtfully since same-day changes may affect Orders completed earlier today or currently in progress. The system includes safeguards through confirmation dialogs and warning messages to ensure users understand the implications before applying immediate price changes.

Enable same-day pricing authorization

To allow users to create pricing configurations that take effect immediately, you must first enable the same-day authorization setting. See this article learn more about Platform Settings section.

Navigate to Settings → Prices. 

The Prices settings page displays the following sections in order:

1. Authorization Settings section
2. Last Update section
3. Action buttons (Save Configuration, Cancel)

In the Authorization Settings section, you will see an unchecked checkbox by default with the following descriptive text:

Check the checkbox to enable same-day pricing authorization, then click the Save Configuration button.

A confirmation dialog appears with the title "Confirm Same-Day Authorization" and the following content:

Select Confirm & Save to enable the feature, or Cancel to discard the change.

Once enabled, the Last Update section displays:

• Section Title: "Last Update"
• Updated on: Date in the format configured in your platform settings
• Updated by: Full name of the user who made the last update

Create same-day customer prices

Once same-day pricing authorization is enabled, users can create Customer Price configurations with an Effective Date set to today.

1. Navigate to Catalog → Customer Prices

2. Select the Customer for whom you want to configure pricing.

3. When creating or editing a Markup configuration, you can now select today's date as the Start Date.

The system displays a warning message based on the authorization setting and the Customer's existing Orders or Subscriptions:

• When authorization is enabled:

This warning appears regardless of whether the customer has existing Orders or Subscriptions.

• When authorization is disabled:

If the Customer has no existing Subscriptions or Orders, the system displays:

If the Customer has existing Subscriptions or Orders, you cannot select today's date as the start date. The earliest available date is tomorrow.

Understanding the authorization behavior

The same-day pricing authorization setting controls when pricing configurations can take effect.

The following table summarizes the behavior:

Authorization Setting	Customer Has Orders/Subscriptions	Earliest Allowed Start Date
Enabled (True)	Yes or No	Today
Disabled (False)	No	Today
Disabled (False)	Yes	Tomorrow

Customer Prices Imports

When importing Customer Prices via file upload, the same rules apply. If same-day authorization is disabled and you attempt to import prices with today's start date for customers with existing Orders or Subscriptions, the system displays an error for those customers and removes their prices from the import file. Prices for customers without existing Orders or Subscriptions are imported successfully with the correct split logic applied.

Practical use case examples

Use case 1: Same-day authorization enabled for all customers

Scenario: Your organization has enabled same-day Customer Price configuration authorization.

Action: A Seller needs to create urgent pricing for two customers:

• Customer A: Has existing Subscriptions and Orders
• Customer B: No existing Subscriptions or Orders

Results:

1. Today's date can be selected as the Effective Date during price creation for both customers
2. Customer Prices are created successfully for both customers with Effective Date = today
3. The warning message appears for both customers:

Use case 2: Same-day authorization disabled with existing customer

Scenario: Your organization has disabled same-day Customer Price configuration authorization, and you're working with a customer that has existing Subscriptions or Orders.

Action: A Seller attempts to create pricing for Customer A, who has existing Subscriptions and Orders.

Result: The Seller can only create prices starting from tomorrow as the earliest Effective Date.

An informational message appears indicating that same-day pricing is not available for customers with existing Subscriptions or Orders.

Use case 3: Same-day authorization disabled with new customer

Scenario: Your organization has disabled same-day Customer Price configuration authorization, and you're working with a new customer.

Action: A Seller attempts to create pricing for Customer B, who has no existing Subscriptions or Orders.

Result: The Seller can create prices starting from today as the Effective Date.

An informational message appears confirming that same-day pricing is available for new customers without existing Subscriptions or Orders.

 

Use case 3: Bulk import with same-day authorization disabled

Scenario: Your organization has disabled same-day Customer Price configuration authorization. You need to import Customer Prices via file upload with today as the start date.

Import file contains:

• Customer A: Has existing Subscriptions and Orders
• Customer B: No existing Subscriptions or Orders

Results:

1. An error is shown for Customer A indicating that same-day prices cannot be applied
2. Prices for Customer A are removed from the import file
3. Prices for Customer B are imported successfully with Effective Date = today

Use case 4: Competitive price adjustment

Scenario: A competitor announces a 15% discount promotion starting immediately. Your sales team needs to respond today to retain customers.

Action: With same-day authorization enabled, the Seller Admin adjusts Customer Prices for key accounts to match or beat the competitive pricing, with Effective Date set to today.

Results:

1. Updated pricing takes effect immediately
2. New Quotes generated today reflect the competitive pricing
3. Your organization remains competitive without losing business to the competitor

Use case 5: Flash sale promotion

Scenario: Marketing wants to launch a 24-hour flash sale that starts immediately to capitalize on a trending market event.

Action: The Seller Admin creates temporary Customer Price configurations for specific Customer Segments with today's date as the start date and tomorrow as the end date.

Results:

1. All eligible customers see promotional pricing immediately
2. The Platform automatically reverts to standard pricing after 24 hours
3. The promotion drives immediate sales during the high-attention period

Summary

The same-day pricing configuration feature provides Sellers with the flexibility to respond immediately to market conditions, competitive pressures, and time-sensitive opportunities. When enabled, authorized users can create Customer Price configurations that take effect the same day. The system includes appropriate safeguards through confirmation dialogs and warning messages to ensure users understand the potential impact on existing Orders and Subscriptions. When disabled, the feature restricts same-day pricing changes for customers with existing Orders or Subscriptions, helping prevent unintended consequences while still allowing immediate pricing for new customers.

Related content

• Customer Prices: Price Configuration
• Platform Settings Overview
• How to create a Quote?