When creating a deal you set two separate controls: the Pricing Level, which determines how the deal is priced internally, and the Invoicing Level, which determines how that pricing is presented to the customer. They are set on the New Deal form and are easy to confuse, so it is worth understanding the difference.

The Pricing Level is how you internally calculate the price for the deal. You can price by summing up each component line, by setting a price per build, or by entering a single total deal price. This is for your internal sales calculations — any changes you make to cost price here are purely internal, as the actual cost price is determined when stock is allocated and dispatched.

The Invoicing Level is how the customer — or the Finance Company, where one is set — sees the pricing on their invoice. Normally this is set to the Total Deal, so the customer sees a single figure. Certain finance companies require more detail, in which case you can set the Invoicing Level to show a breakdown per Build or per Component.

The Invoicing Level cannot be more granular than the Pricing Level — you can summarise pricing up for presentation, but you cannot invoice in more detail than you have priced. A common setup is to price per component internally, for full margin visibility, while invoicing at the Total Deal level.

Sales - Creating a Deal
​Sales - Building the Deal and Bill of Materials